MOR Wealth Management’s IBM IBM Stock Holding History

MOR 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	–	Sell	-2,336	Closed	-$566K	–	128
2026 Q1	$566K	Sell	2,336 -420	-15%	-$114K	0.26%	49
2025 Q4	$816K	Buy	+2,756	New	+$825K	0.37%	35

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

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

MOR Wealth Management sold out of IBM (IBM) in Q2 2026, closing a stake of 2,336 shares — an estimated $566K sold.

MOR Wealth Management first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $816K in Q4 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

MOR Wealth Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
MOR Wealth Management sold 2,336 IBM shares in Q2 2026, an estimated $566K.
MOR Wealth Management first reported a position in IBM in Q4 2025 and held it in 2 quarters.
MOR Wealth Management's IBM position peaked at $816K in Q4 2025.
3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.