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McCarter Private Wealth Services’s IBM IBM Stock Holding History

McCarter Private Wealth Services’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 		$366K Sell
1,301
-31
-2% -$7.81K 0.13% 126
2026
Q1 		$323K Buy
1,332
+13
+1% +$3.52K 0.14% 127
2025
Q4 		$391K Buy
+1,319
New +$395K 0.18% 109

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

McCarter Private Wealth Services's IBM Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its IBM (IBM) stake by 2.3% in Q2 2026, selling an estimated $7.81K and leaving 1,301 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #126.

McCarter Private Wealth Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q4 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • McCarter Private Wealth Services held 1,301 shares of IBM worth $366K as of Q2 2026.
  • McCarter Private Wealth Services sold 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.13% of McCarter Private Wealth Services's portfolio in Q2 2026, its #126 holding.
  • McCarter Private Wealth Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's IBM position peaked at $391K in Q4 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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