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Kestra Private Wealth Services’s IBM IBM Stock Holding History

Kestra Private Wealth Services’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 		$24.4M Buy
86,898
+984
+1% +$248K 0.27% 73
2026
Q1 		$20.8M Buy
85,914
+3,741
+5% +$1.01M 0.26% 83
2025
Q4 		$24.3M Buy
82,173
+4,714
+6% +$1.41M 0.3% 67
2025
Q3 		$21.9M Sell
77,459
-2,526
-3% -$661K 0.28% 71
2025
Q2 		$23.6M Buy
79,985
+1,542
+2% +$397K 0.34% 55
2025
Q1 		$19.5M Buy
78,443
+1,442
+2% +$353K 0.33% 59
2024
Q4 		$16.9M Buy
77,001
+10,349
+16% +$2.3M 0.29% 69
2024
Q3 		$14.7M Sell
66,652
-3,074
-4% -$603K 0.27% 79
2024
Q2 		$12.1M Buy
69,726
+2,958
+4% +$514K 0.24% 92
2024
Q1 		$12.8M Sell
66,768
-1,599
-2% -$292K 0.29% 81
2023
Q4 		$11.2M Buy
68,367
+12,951
+23% +$1.96M 0.29% 88
2023
Q3 		$7.77M Buy
55,416
+11,729
+27% +$1.67M 0.24% 100
2023
Q2 		$5.85M Buy
43,687
+2,813
+7% +$363K 0.2% 122
2023
Q1 		$5.36M Sell
40,874
-1,954
-5% -$261K 0.21% 115
2022
Q4 		$6.03M Buy
42,828
+4,367
+11% +$602K 0.31% 89
2022
Q3 		$4.57M Sell
38,461
-1,173
-3% -$154K 0.26% 100
2022
Q2 		$5.6M Buy
39,634
+497
+1% +$67.1K 0.32% 78
2022
Q1 		$5.09M Buy
39,137
+1,164
+3% +$152K 0.25% 93
2021
Q4 		$5.08M Buy
37,973
+4,807
+14% +$603K 0.24% 101
2021
Q3 		$4.41M Buy
33,166
+1,488
+5% +$199K 0.25% 98
2021
Q2 		$4.44M Buy
31,678
+840
+3% +$115K 0.27% 87
2021
Q1 		$3.93M Buy
30,838
+4,460
+17% +$534K 0.27% 86
2020
Q4 		$3.14M Buy
26,378
+10,192
+63% +$1.18M 0.23% 103
2020
Q3 		$1.87M Buy
+16,186
New +$1.91M 0.16% 143

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

Kestra Private Wealth Services's IBM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its IBM (IBM) stake by 1.1% in Q2 2026, buying an estimated $248K and bringing the position to 86,898 shares worth $24.4M. The position accounts for 0.27% of the portfolio, ranked #73.

Kestra Private Wealth Services first reported a position in IBM in Q3 2020 and has held it in 24 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kestra Private Wealth Services held 86,898 shares of IBM worth $24.4M as of Q2 2026.
  • Kestra Private Wealth Services bought 984 IBM shares in Q2 2026, an estimated $248K.
  • IBM made up 0.27% of Kestra Private Wealth Services's portfolio in Q2 2026, its #73 holding.
  • Kestra Private Wealth Services first reported a position in IBM in Q3 2020 and has held it in 24 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.