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Inlet Private Wealth’s IBM IBM Stock Holding History

Inlet Private 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 		$574K Sell
2,040
-2,500
-55% -$630K 0.14% 97
2026
Q1 		$1.1M Sell
4,540
-3,600
-44% -$974K 0.28% 77
2025
Q4 		$2.41M Sell
8,140
-620
-7% -$186K 0.56% 54
2025
Q3 		$2.47M Buy
8,760
+93
+1% +$24.3K 0.56% 52
2025
Q2 		$2.55M Hold
8,667
– – 0.63% 50
2025
Q1 		$2.16M Sell
8,667
-50
-0.6% -$12.2K 0.56% 56
2024
Q4 		$1.92M Sell
8,717
-600
-6% -$134K 0.51% 63
2024
Q3 		$2.06M Hold
9,317
– – 0.52% 65
2024
Q2 		$1.61M Sell
9,317
-300
-3% -$52.1K 0.44% 68
2024
Q1 		$1.84M Buy
9,617
+40
+0.4% +$7.3K 0.51% 60
2023
Q4 		$1.57M Buy
9,577
+500
+6% +$75.6K 0.48% 65
2023
Q3 		$1.27M Sell
9,077
-966
-10% -$137K 0.42% 67
2023
Q2 		$1.34M Buy
10,043
+500
+5% +$64.5K 0.34% 71
2023
Q1 		$1.25M Hold
9,543
– – 0.33% 71
2022
Q4 		$1.34M Buy
9,543
+5
+0.1% +$690 0.35% 71
2022
Q3 		$1.13M Buy
9,538
+505
+6% +$66.3K 0.34% 74
2022
Q2 		$1.27M Hold
9,033
– – 0.36% 70
2022
Q1 		$1.17M Buy
9,033
+1,140
+14% +$149K 0.29% 74
2021
Q4 		$1.05M Buy
7,893
+432
+6% +$54.2K 0.26% 80
2021
Q3 		$991K Hold
7,461
– – 0.27% 80
2021
Q2 		$1.05M Hold
7,461
– – 0.27% 76
2021
Q1 		$951K Hold
7,461
– – 0.27% 77
2020
Q4 		$898K Sell
7,461
-26
-0.3% -$3K 0.29% 76
2020
Q3 		$871K Hold
7,487
– – 0.34% 72
2020
Q2 		$864K Buy
7,487
+653
+10% +$75.8K 0.34% 70
2020
Q1 		$725K Hold
6,834
– – 0.34% 72
2019
Q4 		$876K Hold
6,834
– – 0.29% 81
2019
Q3 		$950K Hold
6,834
– – 0.35% 73
2019
Q2 		$933K Hold
6,834
– – 0.34% 77
2019
Q1 		$922K Buy
+6,834
New +$871K 0.37% 75

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

Inlet Private Wealth's IBM Position: Q2 2026 in Review

Inlet Private Wealth reduced its IBM (IBM) stake by 55% in Q2 2026, selling an estimated $630K and leaving 2,040 shares worth $574K. The position accounts for 0.14% of the portfolio, ranked #97.

Inlet Private Wealth first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.55M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Inlet Private Wealth held 2,040 shares of IBM worth $574K as of Q2 2026.
  • Inlet Private Wealth sold 2,500 IBM shares in Q2 2026, an estimated $630K.
  • IBM made up 0.14% of Inlet Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Inlet Private Wealth first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • Inlet Private Wealth's IBM position peaked at $2.55M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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