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International Private Wealth Advisors’s IBM IBM Stock Holding History

International Private 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 		– Sell
-1,112
Closed -$270K – 168
2026
Q1 		$270K Buy
1,112
+72
+7% +$19.5K 0.16% 135
2025
Q4 		$308K Sell
1,040
-15
-1% -$4.49K 0.19% 113
2025
Q3 		$298K Sell
1,055
-136
-11% -$35.6K 0.19% 123
2025
Q2 		$351K Sell
1,191
-460
-28% -$119K 0.3% 97
2025
Q1 		$411K Buy
1,651
+68
+4% +$16.6K 0.39% 66
2024
Q4 		$348K Sell
1,583
-17
-1% -$3.79K 0.35% 81
2024
Q3 		$354K Sell
1,600
-86
-5% -$16.9K 0.52% 61
2024
Q2 		$292K Sell
1,686
-599
-26% -$104K 0.49% 73
2024
Q1 		$436K Buy
2,285
+883
+63% +$161K 0.84% 31
2023
Q4 		$229K Buy
+1,402
New +$212K 0.23% 80

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 $3.38T AUM 44.17% 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

International Private Wealth Advisors's IBM Position: Q2 2026 in Review

International Private Wealth Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 1,112 shares — an estimated $270K sold.

International Private Wealth Advisors first reported a position in IBM in Q4 2023 and held it in 10 quarters. The position peaked at $436K in Q1 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • International Private Wealth Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • International Private Wealth Advisors sold 1,112 IBM shares in Q2 2026, an estimated $270K.
  • International Private Wealth Advisors first reported a position in IBM in Q4 2023 and held it in 10 quarters.
  • International Private Wealth Advisors's IBM position peaked at $436K in Q1 2024.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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