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Kiker Wealth Management’s IBM IBM Stock Holding History

Kiker 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 		$480K Buy
1,708
+1
+0.1% +$252 0.19% 82
2026
Q1 		$414K Buy
+1,707
New +$462K 0.2% 74
2025
Q4 		– Sell
-1,785
Closed -$504K – 84
2025
Q3 		$504K Sell
1,785
-918
-34% -$240K 0.25% 68
2025
Q2 		$797K Buy
2,703
+1
+0% +$258 0.45% 43
2025
Q1 		$672K Sell
2,702
-199
-7% -$48.7K 0.46% 45
2024
Q4 		$638K Buy
+2,901
New +$646K 0.52% 44

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

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

Kiker Wealth Management increased its IBM (IBM) stake by 0.06% in Q2 2026, buying an estimated $252 and bringing the position to 1,708 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #82.

Kiker Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $797K in Q2 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kiker Wealth Management held 1,708 shares of IBM worth $480K as of Q2 2026.
  • Kiker Wealth Management bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.19% of Kiker Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Kiker Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Kiker Wealth Management's IBM position peaked at $797K in Q2 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.