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Impact Partnership Wealth’s IBM IBM Stock Holding History

Impact Partnership Wealth’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 		$1.77M Buy
6,306
+1,760
+39% +$443K 0.17% 85
2026
Q1 		$1.1M Buy
4,546
+3,119
+219% +$844K 0.14% 107
2025
Q4 		$423K Sell
1,427
-2,490
-64% -$746K 0.05% 227
2025
Q3 		$1.11M Buy
3,917
+2,585
+194% +$677K 0.16% 82
2025
Q2 		$393K Sell
1,332
-79
-6% -$20.4K 0.07% 175
2025
Q1 		$351K Sell
1,411
-8,898
-86% -$2.18M 0.07% 156
2024
Q4 		$2.27M Buy
10,309
+4,049
+65% +$902K 0.46% 28
2024
Q3 		$1.38M Sell
6,260
-213
-3% -$41.8K 0.31% 33
2024
Q2 		$1.12M Buy
6,473
+1,772
+38% +$308K 0.29% 38
2024
Q1 		$898K Sell
4,701
-897
-16% -$164K 0.36% 34
2023
Q4 		$916K Buy
5,598
+339
+6% +$51.2K 0.33% 34
2023
Q3 		$738K Buy
5,259
+29
+0.6% +$4.13K 0.23% 49
2023
Q2 		$700K Buy
+5,230
New +$675K 0.24% 42

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

Impact Partnership Wealth's IBM Position: Q2 2026 in Review

Impact Partnership Wealth increased its IBM (IBM) stake by 39% in Q2 2026, buying an estimated $443K and bringing the position to 6,306 shares worth $1.77M. The position accounts for 0.17% of the portfolio, ranked #85.

Impact Partnership Wealth first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.27M in Q4 2024. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Impact Partnership Wealth held 6,306 shares of IBM worth $1.77M as of Q2 2026.
  • Impact Partnership Wealth bought 1,760 IBM shares in Q2 2026, an estimated $443K.
  • IBM made up 0.17% of Impact Partnership Wealth's portfolio in Q2 2026, its #85 holding.
  • Impact Partnership Wealth first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
  • Impact Partnership Wealth's IBM position peaked at $2.27M in Q4 2024.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.