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Medallion Wealth Advisors’s IBM IBM Stock Holding History

Medallion Wealth Advisors’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 		$1.12M Sell
3,975
-54
-1% -$13.6K 0.35% 72
2026
Q1 		$976K Buy
4,029
+435
+12% +$118K 0.32% 76
2025
Q4 		$1.07M Buy
3,594
+77
+2% +$23.1K 0.36% 68
2025
Q3 		$993K Buy
3,517
+5
+0.1% +$1.31K 0.35% 68
2025
Q2 		$1.02M Buy
3,512
+253
+8% +$65.2K 0.4% 64
2025
Q1 		$816K Sell
3,259
-45
-1% -$11K 0.37% 67
2024
Q4 		$730K Buy
+3,304
New +$736K 0.36% 69

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

Medallion Wealth Advisors's IBM Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its IBM (IBM) stake by 1.3% in Q2 2026, selling an estimated $13.6K and leaving 3,975 shares worth $1.12M. The position accounts for 0.35% of the portfolio, ranked #72.

Medallion Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Medallion Wealth Advisors held 3,975 shares of IBM worth $1.12M as of Q2 2026.
  • Medallion Wealth Advisors sold 54 IBM shares in Q2 2026, an estimated $13.6K.
  • IBM made up 0.35% of Medallion Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Medallion Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.