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Mosaic Family Wealth Partners’s IBM IBM Stock Holding History

Mosaic Family Wealth Partners’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 		$2.38M Buy
8,452
+1,559
+23% +$393K 0.16% 101
2026
Q1 		$1.67M Buy
6,893
+68
+1% +$18.4K 0.17% 81
2025
Q4 		$2.02M Buy
6,825
+1
+0% +$299 0.22% 57
2025
Q3 		$1.91M Buy
6,824
+5,373
+370% +$1.41M 0.22% 52
2025
Q2 		$428K Sell
1,451
-603
-29% -$155K 0.05% 144
2025
Q1 		$511K Buy
2,054
+537
+35% +$131K 0.07% 130
2024
Q4 		$334K Buy
1,517
+6
+0.4% +$1.34K 0.05% 157
2024
Q3 		$334K Buy
1,511
+1
+0.1% +$196 0.05% 154
2024
Q2 		$261K Sell
1,510
-49
-3% -$8.51K 0.04% 167
2024
Q1 		$298K Sell
1,559
-52
-3% -$9.49K 0.05% 166
2023
Q4 		$263K Sell
1,611
-134
-8% -$20.2K 0.05% 161
2023
Q3 		$245K Buy
1,745
+3
+0.2% +$427 0.05% 160
2023
Q2 		$233K Buy
1,742
+3
+0.2% +$387 0.05% 164
2023
Q1 		$228K Buy
1,739
+3
+0.2% +$401 0.05% 167
2022
Q4 		$245K Buy
+1,736
New +$239K 0.07% 156

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

Mosaic Family Wealth Partners's IBM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its IBM (IBM) stake by 23% in Q2 2026, buying an estimated $393K and bringing the position to 8,452 shares worth $2.38M. The position accounts for 0.16% of the portfolio, ranked #101.

Mosaic Family Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mosaic Family Wealth Partners held 8,452 shares of IBM worth $2.38M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,559 IBM shares in Q2 2026, an estimated $393K.
  • IBM made up 0.16% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Mosaic Family Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.