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Imprint Wealth’s IBM IBM Stock Holding History

Imprint 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 		$218K Hold
774
– – 0.88% 25
2026
Q1 		$188K Hold
774
– – 0.86% 30
2025
Q4 		$229K Sell
774
-812
-51% -$243K 1.07% 27
2025
Q3 		$448K Buy
+1,586
New +$415K 1.43% 23
2024
Q1 		$2.5M Buy
13,190
+9,969
+310% +$1.82M 0.61% 38
2023
Q4 		$545K Buy
3,221
+720
+29% +$109K 0.44% 71
2023
Q3 		$351K Sell
2,501
-1,641
-40% -$233K 0.3% 99
2023
Q2 		$555K Sell
4,142
-916
-18% -$118K 0.35% 79
2023
Q1 		$663K Buy
+5,058
New +$677K 0.44% 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

Imprint Wealth's IBM Position: Q2 2026 in Review

Imprint Wealth held its IBM (IBM) position steady in Q2 2026 at 774 shares worth $218K. The position accounts for 0.88% of the portfolio, ranked #25.

Imprint Wealth first reported a position in IBM in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.5M in Q1 2024. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Imprint Wealth held 774 shares of IBM worth $218K as of Q2 2026.
  • Imprint Wealth left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.88% of Imprint Wealth's portfolio in Q2 2026, its #25 holding.
  • Imprint Wealth first reported a position in IBM in Q1 2023 and has held it in 9 quarters since.
  • Imprint Wealth's IBM position peaked at $2.5M in Q1 2024.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.