Libra Wealth’s IBM IBM Stock Holding History

Libra Wealth’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	$802K	Buy	2,851 +39	+1%	+$9.83K	0.2%	35
2026 Q1	$682K	Hold	2,812	–	–	0.19%	35
2025 Q4	$833K	Hold	2,812	–	–	0.23%	32
2025 Q3	$793K	Hold	2,812	–	–	0.24%	31
2025 Q2	$829K	Buy	2,812 +80	+3%	+$20.6K	0.27%	30
2025 Q1	$679K	Sell	2,732 -1,000	-27%	-$245K	0.25%	30
2024 Q4	$820K	Buy	3,732 +740	+25%	+$165K	0.32%	28
2024 Q3	$661K	Hold	2,992	–	–	0.26%	32
2024 Q2	$517K	Hold	2,992	–	–	0.22%	35
2024 Q1	$571K	Hold	2,992	–	–	0.25%	33
2023 Q4	$489K	Hold	2,992	–	–	0.24%	33
2023 Q3	$420K	Hold	2,992	–	–	0.23%	35
2023 Q2	$400K	Hold	2,992	–	–	0.22%	35
2023 Q1	$392K	Hold	2,992	–	–	0.23%	34
2022 Q4	$422K	Sell	2,992 -170	-5%	-$23.4K	0.01%	38
2022 Q3	$376K	Buy	3,162 +170	+6%	+$22.3K	0.24%	36
2022 Q2	$422K	Sell	2,992 -9	-0.3%	-$1.22K	0.3%	27
2022 Q1	$390K	Hold	3,001	–	–	0.22%	22
2021 Q4	$401K	Buy	+3,001	New	+$376K	0.26%	17

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Libra Wealth's IBM Position: Q2 2026 in Review

Libra Wealth increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $9.83K and bringing the position to 2,851 shares worth $802K. The position accounts for 0.2% of the portfolio, ranked #35.

Libra Wealth first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $833K in Q4 2025. 3,610 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Libra Wealth held 2,851 shares of IBM worth $802K as of Q2 2026.
Libra Wealth bought 39 IBM shares in Q2 2026, an estimated $9.83K.
IBM made up 0.2% of Libra Wealth's portfolio in Q2 2026, its #35 holding.
Libra Wealth first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Libra Wealth's IBM position peaked at $833K in Q4 2025.
3,610 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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