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Keebeck Wealth Management’s IBM IBM Stock Holding History

Keebeck 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 		$871K Buy
3,097
+370
+14% +$93.2K 0.09% 180
2026
Q1 		$661K Buy
2,727
+1,082
+66% +$293K 0.07% 194
2025
Q4 		$487K Buy
1,645
+69
+4% +$20.7K 0.06% 227
2025
Q3 		$445K Buy
1,576
+64
+4% +$16.8K 0.05% 234
2025
Q2 		$446K Buy
1,512
+165
+12% +$42.5K 0.06% 219
2025
Q1 		$335K Buy
1,347
+190
+16% +$46.5K 0.05% 204
2024
Q4 		$254K Buy
1,157
+135
+13% +$30.1K 0.04% 230
2024
Q3 		$226K Buy
+1,022
New +$200K 0.03% 238
2021
Q3 		– Sell
-1,665
Closed -$233K – 227
2021
Q2 		$233K Buy
1,665
+78
+5% +$10.7K 0.03% 222
2021
Q1 		$202K Buy
+1,587
New +$190K 0.03% 227
2020
Q3 		– Sell
-582
Closed -$67K – 264
2020
Q2 		$67K Buy
+582
New +$67.6K 0.02% 201
2020
Q1 		– Sell
-582
Closed -$74K – 232
2019
Q4 		$74K Buy
+582
New +$75.6K 0.02% 200

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

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

Keebeck Wealth Management increased its IBM (IBM) stake by 14% in Q2 2026, buying an estimated $93.2K and bringing the position to 3,097 shares worth $871K. The position accounts for 0.09% of the portfolio, ranked #180.

Keebeck Wealth Management first reported a position in IBM in Q4 2019 and has held it in 12 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Keebeck Wealth Management held 3,097 shares of IBM worth $871K as of Q2 2026.
  • Keebeck Wealth Management bought 370 IBM shares in Q2 2026, an estimated $93.2K.
  • IBM made up 0.09% of Keebeck Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Keebeck Wealth Management first reported a position in IBM in Q4 2019 and has held it in 12 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.