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Liberty Wealth Management’s IBM IBM Stock Holding History

Liberty 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 		$1.23M Hold
5,095
– – 0.15% 84
2026
Q1 		$1.23M Sell
5,095
-308
-6% -$83.3K 0.15% 84
2025
Q4 		$1.6M Buy
5,403
+45
+0.8% +$13.5K 0.21% 72
2025
Q3 		$1.51M Buy
5,358
+19
+0.4% +$4.97K 0.21% 71
2025
Q2 		$1.57M Buy
+5,339
New +$1.38M 0.25% 63
2025
Q1 		– Sell
-5,300
Closed -$1.17M – 172
2024
Q4 		$1.17M Buy
5,300
+580
+12% +$129K 0.19% 76
2024
Q3 		$1.04M Sell
4,720
-25,060
-84% -$4.91M 0.18% 74
2024
Q2 		$838K Buy
29,780
+25,078
+533% +$4.36M 0.15% 82
2024
Q1 		$898K Buy
4,702
+71
+2% +$13K 0.18% 76
2023
Q4 		$757K Sell
4,631
-56
-1% -$8.46K 0.16% 74
2023
Q3 		$658K Buy
4,687
+107
+2% +$15.2K 0.16% 72
2023
Q2 		$613K Buy
4,580
+96
+2% +$12.4K 0.15% 78
2023
Q1 		$588K Buy
+4,484
New +$600K 0.12% 110
2022
Q3 		$497K Buy
4,187
+59
+1% +$7.74K 0.13% 85
2022
Q2 		$582K Buy
4,128
+42
+1% +$5.67K 0.24% 74
2022
Q1 		$531K Sell
4,086
-179
-4% -$23.3K 0.19% 73
2021
Q4 		$570K Sell
4,265
-48
-1% -$6.02K 0.02% 91
2021
Q3 		$595K Hold
4,313
– – 0.21% 69
2021
Q2 		$604K Sell
4,313
-180
-4% -$24.6K 0.23% 62
2021
Q1 		$517K Hold
4,493
– – 0.25% 60
2020
Q4 		$517K Buy
4,493
+761
+20% +$88K 0.25% 60
2020
Q3 		$434K Sell
3,732
-71
-2% -$8.36K 0.26% 60
2020
Q2 		$439K Buy
3,803
+342
+10% +$39.7K 0.31% 53
2020
Q1 		$367K Buy
3,461
+154
+5% +$19.5K 0.32% 51
2019
Q4 		$424K Buy
3,307
+2,461
+291% +$320K 0.33% 56
2019
Q3 		$118K Sell
846
-2,903
-77% -$392K 0.11% 131
2019
Q2 		$494K Buy
3,749
+3,080
+460% +$405K 0.43% 52
2019
Q1 		$90K Sell
669
-475
-42% -$60.5K 0.07% 148
2018
Q4 		$124K Buy
+1,144
New +$137K 0.09% 116

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 Wealth Management's IBM Position: Q2 2026 in Review

Liberty Wealth Management held its IBM (IBM) position steady in Q2 2026 at 5,095 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #84.

Liberty Wealth Management first reported a position in IBM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.6M in Q4 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Liberty Wealth Management held 5,095 shares of IBM worth $1.23M as of Q2 2026.
  • Liberty Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.15% of Liberty Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Liberty Wealth Management first reported a position in IBM in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's IBM position peaked at $1.6M in Q4 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.