Marble Wealth’s IBM IBM Stock Holding History

Marble 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	$242K	Sell	862 -22	-2%	-$5.54K	0.04%	214
2026 Q1	$214K	Sell	884 -8,775	-91%	-$2.37M	0.04%	209
2025 Q4	$2.86M	Buy	+9,659	New	+$2.89M	0.4%	49

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

Marble Wealth's IBM Position: Q2 2026 in Review

Marble Wealth reduced its IBM (IBM) stake by 2.5% in Q2 2026, selling an estimated $5.54K and leaving 862 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #214.

Marble Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.86M in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Marble Wealth held 862 shares of IBM worth $242K as of Q2 2026.
Marble Wealth sold 22 IBM shares in Q2 2026, an estimated $5.54K.
IBM made up 0.04% of Marble Wealth's portfolio in Q2 2026, its #214 holding.
Marble Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
Marble Wealth's IBM position peaked at $2.86M in Q4 2025.
3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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