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Liberty Square Wealth Partners’s IBM IBM Stock Holding History

Liberty Square 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 		$252K Sell
897
-51
-5% -$12.8K 0.06% 126
2026
Q1 		$230K Buy
948
+9
+1% +$2.44K 0.06% 131
2025
Q4 		$278K Hold
939
– – 0.08% 114
2025
Q3 		$265K Sell
939
-21
-2% -$5.5K 0.08% 125
2025
Q2 		$283K Sell
960
-121
-11% -$31.2K 0.1% 117
2025
Q1 		$269K Hold
1,081
– – 0.1% 117
2024
Q4 		$282K Buy
+1,081
New +$241K 0.1% 117

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

Liberty Square Wealth Partners's IBM Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its IBM (IBM) stake by 5.4% in Q2 2026, selling an estimated $12.8K and leaving 897 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #126.

Liberty Square Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q2 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Liberty Square Wealth Partners held 897 shares of IBM worth $252K as of Q2 2026.
  • Liberty Square Wealth Partners sold 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.06% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Liberty Square Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's IBM position peaked at $283K in Q2 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.