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Melfa Wealth Management’s IBM IBM Stock Holding History

Melfa 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 		$373K Hold
1,325
– – 0.2% 102
2026
Q1 		$321K Buy
1,325
+50
+4% +$13.5K 0.18% 112
2025
Q4 		$378K Hold
1,275
– – 0.22% 107
2025
Q3 		$360K Hold
1,275
– – 0.21% 113
2025
Q2 		$376K Hold
1,275
– – 0.24% 103
2025
Q1 		$317K Hold
1,275
– – 0.21% 112
2024
Q4 		$280K Hold
1,275
– – 0.19% 129
2024
Q3 		$282K Sell
1,275
-150
-11% -$29.4K 0.19% 127
2024
Q2 		$246K Buy
1,425
+125
+10% +$21.7K 0.17% 133
2024
Q1 		$248K Buy
+1,300
New +$237K 0.18% 129

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 $3.38T AUM 44.17% 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

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

Melfa Wealth Management held its IBM (IBM) position steady in Q2 2026 at 1,325 shares worth $373K. The position accounts for 0.2% of the portfolio, ranked #102.

Melfa Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $378K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Melfa Wealth Management held 1,325 shares of IBM worth $373K as of Q2 2026.
  • Melfa Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.2% of Melfa Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Melfa Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Melfa Wealth Management's IBM position peaked at $378K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.