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Long Island Wealth Management’s IBM IBM Stock Holding History

Long Island 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 		$893K Sell
3,175
-782
-20% -$197K 0.37% 47
2026
Q1 		$959K Sell
3,957
-67
-2% -$18.1K 0.44% 41
2025
Q4 		$1.19M Hold
4,024
– – 0.56% 38
2025
Q3 		$1.14M Hold
4,024
– – 0.55% 38
2025
Q2 		$1.19M Buy
+4,024
New +$1.04M 0.62% 36

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

Long Island Wealth Management's IBM Position: Q2 2026 in Review

Long Island Wealth Management reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $197K and leaving 3,175 shares worth $893K. The position accounts for 0.37% of the portfolio, ranked #47.

Long Island Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2025. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Long Island Wealth Management held 3,175 shares of IBM worth $893K as of Q2 2026.
  • Long Island Wealth Management sold 782 IBM shares in Q2 2026, an estimated $197K.
  • IBM made up 0.37% of Long Island Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Long Island Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Long Island Wealth Management's IBM position peaked at $1.19M in Q4 2025.
  • 3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.