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LeClair Wealth Partners’s IBM IBM Stock Holding History

LeClair Wealth Partners’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 		$240K Buy
+852
New +$215K 0.12% 117
2026
Q1 		– Sell
-682
Closed -$202K – 145
2025
Q4 		$202K Buy
+682
New +$204K 0.12% 107
2025
Q3 		– Sell
-682
Closed -$201K – 107
2025
Q2 		$201K Buy
+682
New +$176K 0.14% 97

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

LeClair Wealth Partners's IBM Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in IBM (IBM) in Q2 2026: 852 shares worth $240K. The stake represents 0.12% of the portfolio and ranks #117 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in IBM as recently as Q4 2025.

LeClair Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LeClair Wealth Partners held 852 shares of IBM worth $240K as of Q2 2026.
  • IBM was a new LeClair Wealth Partners position in Q2 2026.
  • IBM made up 0.12% of LeClair Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • LeClair Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.