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Keyvantage Wealth’s IBM IBM Stock Holding History

Keyvantage 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 		$3.35M Sell
11,912
-541
-4% -$136K 1.27% 18
2026
Q1 		$3.02M Sell
12,453
-54
-0.4% -$14.6K 1.33% 17
2025
Q4 		$3.7M Buy
12,507
+21
+0.2% +$6.29K 1.58% 16
2025
Q3 		$3.52M Sell
12,486
-318
-2% -$83.2K 1.48% 21
2025
Q2 		$3.77M Buy
12,804
+134
+1% +$34.5K 1.69% 19
2025
Q1 		$3.15M Buy
12,670
+11,661
+1,156% +$2.85M 1.53% 20
2024
Q4 		$222K Buy
+1,009
New +$225K 0.16% 90

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

Keyvantage Wealth's IBM Position: Q2 2026 in Review

Keyvantage Wealth reduced its IBM (IBM) stake by 4.3% in Q2 2026, selling an estimated $136K and leaving 11,912 shares worth $3.35M. The position accounts for 1.27% of the portfolio, ranked #18.

Keyvantage Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Keyvantage Wealth held 11,912 shares of IBM worth $3.35M as of Q2 2026.
  • Keyvantage Wealth sold 541 IBM shares in Q2 2026, an estimated $136K.
  • IBM made up 1.27% of Keyvantage Wealth's portfolio in Q2 2026, its #18 holding.
  • Keyvantage Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's IBM position peaked at $3.77M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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