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Magnolia Private Wealth’s IBM IBM Stock Holding History

Magnolia Private 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 		$238K Buy
848
+16
+2% +$4.03K 0.13% 137
2026
Q1 		$202K Buy
+832
New +$225K 0.13% 132
2025
Q2 		– Sell
-962
Closed -$239K – 106
2025
Q1 		$239K Buy
+962
New +$235K 0.2% 100

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

Magnolia Private Wealth's IBM Position: Q2 2026 in Review

Magnolia Private Wealth increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $4.03K and bringing the position to 848 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #137.

Magnolia Private Wealth first reported a position in IBM in Q1 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Magnolia Private Wealth held 848 shares of IBM worth $238K as of Q2 2026.
  • Magnolia Private Wealth bought 16 IBM shares in Q2 2026, an estimated $4.03K.
  • IBM made up 0.13% of Magnolia Private Wealth's portfolio in Q2 2026, its #137 holding.
  • Magnolia Private Wealth first reported a position in IBM in Q1 2025 and has held it in 3 quarters since.
  • Magnolia Private Wealth's IBM position peaked at $239K in Q1 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.