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IBEX Wealth Advisors’s IBM IBM Stock Holding History

IBEX Wealth Advisors’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 		$230K Sell
818
-26,190
-97% -$6.6M 0.02% 199
2026
Q1 		$6.55M Sell
27,008
-15,347
-36% -$4.15M 0.61% 62
2025
Q4 		$12.5M Buy
42,355
+18,549
+78% +$5.56M 1.23% 21
2025
Q3 		$6.72M Sell
23,806
-40,190
-63% -$10.5M 0.64% 48
2025
Q2 		$18.9M Sell
63,996
-4,978
-7% -$1.28M 2.01% 7
2025
Q1 		$17.2M Buy
68,974
+4,775
+7% +$1.17M 2.27% 7
2024
Q4 		$14.1M Buy
+64,199
New +$14.3M 1.66% 9
2024
Q3 		– Sell
-42,376
Closed -$7.33M – 164
2024
Q2 		$7.33M Buy
42,376
+13,986
+49% +$2.43M 1.14% 24
2024
Q1 		$4M Sell
28,390
-12,610
-31% -$2.3M 1.08% 35
2023
Q4 		$6.7M Sell
41,000
-483
-1% -$73K 1.46% 21
2023
Q3 		$5.82M Buy
+41,483
New +$5.9M 1.48% 24
2023
Q1 		$3.89M Buy
29,660
+1,270
+4% +$170K 1.01% 37
2022
Q4 		$4M Buy
28,390
+247
+0.9% +$34.1K 0.9% 37
2022
Q3 		$3.34M Buy
28,143
+257
+0.9% +$33.7K 0.87% 41
2022
Q2 		$3.94M Buy
27,886
+24,932
+844% +$3.37M 0.91% 41
2022
Q1 		$384K Buy
+2,954
New +$385K 0.07% 128
2019
Q3 		– Sell
-139
Closed -$18K – 206
2019
Q2 		$18K Buy
+139
New +$18.3K 0.01% 286
2017
Q2 		– Sell
-18,764
Closed -$3.1M – 136
2017
Q1 		$3.1M Buy
18,764
+1,690
+10% +$283K 1.91% 21
2016
Q4 		$2.78M Buy
+17,074
New +$2.6M 1.33% 28

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 $3.37T AUM 44.26% 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

IBEX Wealth Advisors's IBM Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its IBM (IBM) stake by 97% in Q2 2026, selling an estimated $6.6M and leaving 818 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #199.

IBEX Wealth Advisors first reported a position in IBM in Q4 2016 and has held it in 19 quarters since. The position peaked at $18.9M in Q2 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • IBEX Wealth Advisors held 818 shares of IBM worth $230K as of Q2 2026.
  • IBEX Wealth Advisors sold 26,190 IBM shares in Q2 2026, an estimated $6.6M.
  • IBM made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • IBEX Wealth Advisors first reported a position in IBM in Q4 2016 and has held it in 19 quarters since.
  • IBEX Wealth Advisors's IBM position peaked at $18.9M in Q2 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.