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Measured Wealth Private Client Group’s IBM IBM Stock Holding History

Measured Wealth Private Client Group’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 		$80.3K Sell
286
-129
-31% -$32.5K 0.02% 264
2026
Q1 		$101K Sell
415
-188
-31% -$50.9K 0.03% 233
2025
Q4 		$178K Sell
603
-563
-48% -$169K 0.05% 202
2025
Q3 		$329K Sell
1,166
-912
-44% -$239K 0.09% 131
2025
Q2 		$612K Buy
2,078
+394
+23% +$102K 0.18% 81
2025
Q1 		$419K Buy
1,684
+437
+35% +$107K 0.13% 108
2024
Q4 		$274K Buy
+1,247
New +$278K 0.09% 148
2022
Q2 		– Sell
-1,745
Closed -$227K – 184
2022
Q1 		$227K Sell
1,745
-803
-32% -$105K 0.08% 153
2021
Q4 		$341K Sell
2,548
-1,859
-42% -$233K 0.12% 104
2021
Q3 		$585K Sell
4,407
-8,196
-65% -$1.1M 0.23% 64
2021
Q2 		$1.77M Buy
12,603
+1,462
+13% +$200K 0.56% 36
2021
Q1 		$1.42M Buy
11,141
+1,658
+17% +$198K 0.5% 37
2020
Q4 		$1.14M Buy
9,483
+2,580
+37% +$298K 0.48% 38
2020
Q3 		$803K Buy
+6,903
New +$813K 0.39% 46
2018
Q4 		– Sell
-94
Closed -$14K – 380
2018
Q3 		$14K Buy
+94
New +$13.1K 0.01% 575

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

Measured Wealth Private Client Group's IBM Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its IBM (IBM) stake by 31% in Q2 2026, selling an estimated $32.5K and leaving 286 shares worth $80.3K. The position accounts for 0.02% of the portfolio, ranked #264.

Measured Wealth Private Client Group first reported a position in IBM in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.77M in Q2 2021. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Measured Wealth Private Client Group held 286 shares of IBM worth $80.3K as of Q2 2026.
  • Measured Wealth Private Client Group sold 129 IBM shares in Q2 2026, an estimated $32.5K.
  • IBM made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #264 holding.
  • Measured Wealth Private Client Group first reported a position in IBM in Q3 2018 and has held it in 15 quarters since.
  • Measured Wealth Private Client Group's IBM position peaked at $1.77M in Q2 2021.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.