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Kingsview Wealth Management’s IBM IBM Stock Holding History

Kingsview 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
2017
Q4 		– Sell
-1,046
Closed -$1K – 412
2017
Q3 		$1K Buy
1,046
+523
+100% +$72.9K ﹤0.01% 345
2017
Q2 		$2K Buy
+523
New +$78.8K ﹤0.01% 315

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

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

Kingsview Wealth Management increased its IBM (IBM) stake by 4.8% in Q2 2026, buying an estimated $434K and bringing the position to 37,490 shares worth $10.5M. The position accounts for 0.13% of the portfolio, ranked #132.

Kingsview Wealth Management first reported a position in IBM in Q1 2017 and has held it in 38 quarters since. The position peaked at $60.8M in Q3 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kingsview Wealth Management held 37,490 shares of IBM worth $10.5M as of Q2 2026.
  • Kingsview Wealth Management bought 1,722 IBM shares in Q2 2026, an estimated $434K.
  • IBM made up 0.13% of Kingsview Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Kingsview Wealth Management first reported a position in IBM in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's IBM position peaked at $60.8M in Q3 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.