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Mosley Wealth Management’s IBM IBM Stock Holding History

Mosley 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 		$369K Sell
1,313
-1,052
-44% -$265K 0.12% 120
2026
Q1 		$667K Buy
2,365
+16
+0.7% +$4.33K 0.3% 70
2025
Q4 		$680K Buy
+2,349
New +$703K 0.31% 70
2024
Q4 		$502K Buy
2,197
+182
+9% +$40.5K 0.31% 76
2024
Q3 		$467K Buy
2,015
+225
+13% +$44.1K 0.32% 73
2024
Q2 		$310K Sell
1,790
-33
-2% -$5.73K 0.26% 80
2024
Q1 		$348K Sell
1,823
-82
-4% -$15K 0.33% 72
2023
Q4 		$312K Buy
+1,905
New +$288K 0.31% 73

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Mosley Wealth Management reduced its IBM (IBM) stake by 44% in Q2 2026, selling an estimated $265K and leaving 1,313 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #120.

Mosley Wealth Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since. The position peaked at $680K in Q4 2025. 2,397 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mosley Wealth Management held 1,313 shares of IBM worth $369K as of Q2 2026.
  • Mosley Wealth Management sold 1,052 IBM shares in Q2 2026, an estimated $265K.
  • IBM made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Mosley Wealth Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's IBM position peaked at $680K in Q4 2025.
  • 2,397 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.