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Hurlow Wealth Management Group’s IBM IBM Stock Holding History

Hurlow Wealth Management Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Buy
936
+25
+3% +$6.3K 0.05% 113
2026
Q1 		$221K Buy
911
+5
+0.6% +$1.35K 0.05% 115
2025
Q4 		$268K Sell
906
-48
-5% -$14.4K 0.07% 107
2025
Q3 		$269K Hold
954
– – 0.07% 98
2025
Q2 		$281K Hold
954
– – 0.08% 103
2025
Q1 		$237K Buy
+954
New +$233K 0.07% 112

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hurlow Wealth Management Group's IBM Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its IBM (IBM) stake by 2.7% in Q2 2026, buying an estimated $6.3K and bringing the position to 936 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #113.

Hurlow Wealth Management Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $281K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hurlow Wealth Management Group held 936 shares of IBM worth $263K as of Q2 2026.
  • Hurlow Wealth Management Group bought 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.05% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #113 holding.
  • Hurlow Wealth Management Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Hurlow Wealth Management Group's IBM position peaked at $281K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.