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Moran Wealth Management’s IBM IBM Stock Holding History

Moran 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 		$5.24M Sell
18,634
-1,038
-5% -$262K 0.14% 207
2026
Q1 		$4.77M Buy
19,672
+118
+0.6% +$31.9K 0.15% 203
2025
Q4 		$5.79M Sell
19,554
-412
-2% -$123K 0.18% 170
2025
Q3 		$5.63M Sell
19,966
-631
-3% -$165K 0.17% 161
2025
Q2 		$6.07M Buy
20,597
+1,096
+6% +$282K 0.19% 152
2025
Q1 		$4.85M Buy
19,501
+550
+3% +$135K 0.16% 178
2024
Q4 		$4.17M Buy
18,951
+504
+3% +$112K 0.13% 186
2024
Q3 		$4.08M Buy
18,447
+251
+1% +$49.2K 0.13% 194
2024
Q2 		$3.15M Buy
18,196
+569
+3% +$98.9K 0.1% 214
2024
Q1 		$3.37M Buy
+17,627
New +$3.22M 0.11% 211

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

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

Moran Wealth Management reduced its IBM (IBM) stake by 5.3% in Q2 2026, selling an estimated $262K and leaving 18,634 shares worth $5.24M. The position accounts for 0.14% of the portfolio, ranked #207.

Moran Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.07M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Moran Wealth Management held 18,634 shares of IBM worth $5.24M as of Q2 2026.
  • Moran Wealth Management sold 1,038 IBM shares in Q2 2026, an estimated $262K.
  • IBM made up 0.14% of Moran Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Moran Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Moran Wealth Management's IBM position peaked at $6.07M in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.