Mission Wealth Management’s IBM IBM Stock Holding History

Mission 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	–	Hold	0	–	–	–	1039

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mission Wealth Management increased its IBM (IBM) stake by 72% in Q2 2026, buying an estimated $3.27M and bringing the position to 31,091 shares worth $8.74M. The position accounts for 0.11% of the portfolio, ranked #119.

Mission Wealth Management first reported a position in IBM in Q2 2015 and has held it in 45 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Mission Wealth Management held 31,091 shares of IBM worth $8.74M as of Q2 2026.
Mission Wealth Management bought 12,991 IBM shares in Q2 2026, an estimated $3.27M.
IBM made up 0.11% of Mission Wealth Management's portfolio in Q2 2026, its #119 holding.
Mission Wealth Management first reported a position in IBM in Q2 2015 and has held it in 45 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.