LI
IBM icon

LifeWealth Investments’s IBM IBM Stock Holding History

LifeWealth Investments’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 		$301K Buy
1,069
+42
+4% +$10.6K 0.08% 103
2026
Q1 		$249K Sell
1,027
-510
-33% -$138K 0.07% 124
2025
Q4 		$455K Buy
1,537
+475
+45% +$142K 0.14% 94
2025
Q3 		$300K Sell
1,062
-13
-1% -$3.4K 0.1% 110
2025
Q2 		$317K Hold
1,075
– – 0.12% 109
2025
Q1 		$267K Sell
1,075
-973
-48% -$238K 0.13% 105
2024
Q4 		$450K Buy
+2,048
New +$456K 0.3% 71

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

LifeWealth Investments's IBM Position: Q2 2026 in Review

LifeWealth Investments increased its IBM (IBM) stake by 4.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,069 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #103.

LifeWealth Investments first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LifeWealth Investments held 1,069 shares of IBM worth $301K as of Q2 2026.
  • LifeWealth Investments bought 42 IBM shares in Q2 2026, an estimated $10.6K.
  • IBM made up 0.08% of LifeWealth Investments's portfolio in Q2 2026, its #103 holding.
  • LifeWealth Investments first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's IBM position peaked at $455K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.