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Midland Wealth Advisors’s IBM IBM Stock Holding History

Midland 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 		$1.99M Buy
7,091
+365
+5% +$92K 0.09% 45
2026
Q1 		$1.63M Sell
6,726
-299
-4% -$80.9K 0.08% 51
2025
Q4 		$2.08M Buy
7,025
+86
+1% +$25.8K 0.11% 40
2025
Q3 		$1.96M Buy
6,939
+514
+8% +$135K 0.1% 50
2025
Q2 		$1.89M Sell
6,425
-111
-2% -$28.6K 0.1% 48
2025
Q1 		$1.63M Sell
6,536
-1,229
-16% -$301K 0.1% 54
2024
Q4 		$1.71M Sell
7,765
-841
-10% -$187K 0.1% 53
2024
Q3 		$1.9M Sell
8,606
-1,343
-13% -$263K 0.11% 51
2024
Q2 		$1.72M Sell
9,949
-824
-8% -$143K 0.1% 52
2024
Q1 		$2.06M Buy
10,773
+2,459
+30% +$449K 0.13% 44
2023
Q4 		$1.36M Buy
+8,314
New +$1.26M 0.09% 63

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

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

Midland Wealth Advisors increased its IBM (IBM) stake by 5.4% in Q2 2026, buying an estimated $92K and bringing the position to 7,091 shares worth $1.99M. The position accounts for 0.09% of the portfolio, ranked #45.

Midland Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Midland Wealth Advisors held 7,091 shares of IBM worth $1.99M as of Q2 2026.
  • Midland Wealth Advisors bought 365 IBM shares in Q2 2026, an estimated $92K.
  • IBM made up 0.09% of Midland Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Midland Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's IBM position peaked at $2.08M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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