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Monograph Wealth Advisors’s IBM IBM Stock Holding History

Monograph 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 		$426K Hold
1,514
– – 0.04% 102
2026
Q1 		$367K Hold
1,514
– – 0.03% 110
2025
Q4 		$448K Hold
1,514
– – 0.04% 94
2025
Q3 		$427K Sell
1,514
-1
-0.1% -$262 0.04% 102
2025
Q2 		$447K Sell
1,515
-49
-3% -$12.6K 0.06% 85
2025
Q1 		$389K Buy
1,564
+50
+3% +$12.2K 0.05% 80
2024
Q4 		$333K Sell
1,514
-1,402
-48% -$312K 0.04% 88
2024
Q3 		$645K Buy
2,916
+510
+21% +$100K 0.08% 64
2024
Q2 		$416K Sell
2,406
-10,957
-82% -$1.9M 0.06% 75
2024
Q1 		$2.55M Buy
13,363
+10,852
+432% +$1.98M 0.37% 30
2023
Q4 		$411K Buy
2,511
+160
+7% +$24.2K 0.07% 66
2023
Q3 		$330K Buy
2,351
+7
+0.3% +$996 0.07% 88
2023
Q2 		$314K Buy
2,344
+8
+0.3% +$1.03K 0.07% 66
2023
Q1 		$306K Buy
2,336
+743
+47% +$99.4K 0.07% 65
2022
Q4 		$224K Sell
1,593
-291
-15% -$40.1K 0.06% 82
2022
Q3 		$224K Buy
1,884
+11
+0.6% +$1.44K 0.07% 63
2022
Q2 		$264K Sell
1,873
-6
-0.3% -$810 0.08% 63
2022
Q1 		$244K Buy
+1,879
New +$245K 0.06% 77

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

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

Monograph Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 1,514 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #102.

Monograph Wealth Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.55M in Q1 2024. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Monograph Wealth Advisors held 1,514 shares of IBM worth $426K as of Q2 2026.
  • Monograph Wealth Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Monograph Wealth Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Monograph Wealth Advisors's IBM position peaked at $2.55M in Q1 2024.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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