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IMG Wealth Management’s IBM IBM Stock Holding History

IMG Wealth Management’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 		$249K Buy
884
+37
+4% +$9.32K 0.14% 86
2026
Q1 		$205K Sell
847
-142
-14% -$38.4K 0.13% 98
2025
Q4 		$293K Buy
989
+76
+8% +$22.8K 0.19% 70
2025
Q3 		$258K Buy
913
+152
+20% +$39.8K 0.17% 72
2025
Q2 		$224K Sell
761
-231
-23% -$59.5K 0.17% 76
2025
Q1 		$247K Hold
992
– – 0.22% 60
2024
Q4 		$218K Buy
+992
New +$221K 0.2% 66

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

IMG Wealth Management's IBM Position: Q2 2026 in Review

IMG Wealth Management increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $9.32K and bringing the position to 884 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #86.

IMG Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • IMG Wealth Management held 884 shares of IBM worth $249K as of Q2 2026.
  • IMG Wealth Management bought 37 IBM shares in Q2 2026, an estimated $9.32K.
  • IBM made up 0.14% of IMG Wealth Management's portfolio in Q2 2026, its #86 holding.
  • IMG Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's IBM position peaked at $293K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.