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Maridea Wealth Management’s IBM IBM Stock Holding History

Maridea 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 		$284K Buy
+1,008
New +$254K 0.03% 433
2026
Q1 		– Sell
-681
Closed -$202K – 481
2025
Q4 		$202K Sell
681
-78
-10% -$23.4K 0.03% 391
2025
Q3 		$215K Buy
+759
New +$199K 0.03% 394
2025
Q2 		– Sell
-2,307
Closed -$574K – 293
2025
Q1 		$574K Buy
2,307
+1,304
+130% +$319K 0.19% 104
2024
Q4 		$221K Buy
+1,003
New +$223K 0.07% 216

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

Maridea Wealth Management's IBM Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in IBM (IBM) in Q2 2026: 1,008 shares worth $284K. The stake represents 0.03% of the portfolio and ranks #433 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in IBM as recently as Q4 2025.

Maridea Wealth Management first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. The position peaked at $574K in Q1 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Maridea Wealth Management held 1,008 shares of IBM worth $284K as of Q2 2026.
  • IBM was a new Maridea Wealth Management position in Q2 2026.
  • IBM made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Maridea Wealth Management first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
  • Maridea Wealth Management's IBM position peaked at $574K in Q1 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.