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Madison Wealth Partners’s IBM IBM Stock Holding History

Madison 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 		$550K Buy
1,956
+866
+79% +$218K 0.07% 149
2026
Q1 		$264K Buy
1,090
+190
+21% +$51.4K 0.04% 174
2025
Q4 		$267K Buy
900
+102
+13% +$30.5K 0.05% 159
2025
Q3 		$225K Hold
798
– – 0.04% 160
2025
Q2 		$235K Buy
+798
New +$206K 0.05% 149

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

Madison Wealth Partners's IBM Position: Q2 2026 in Review

Madison Wealth Partners increased its IBM (IBM) stake by 79% in Q2 2026, buying an estimated $218K and bringing the position to 1,956 shares worth $550K. The position accounts for 0.07% of the portfolio, ranked #149.

Madison Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Madison Wealth Partners held 1,956 shares of IBM worth $550K as of Q2 2026.
  • Madison Wealth Partners bought 866 IBM shares in Q2 2026, an estimated $218K.
  • IBM made up 0.07% of Madison Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • Madison Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.