NWM
IBM icon

Navigoe Wealth Management’s IBM IBM Stock Holding History

Navigoe 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 		$14K Buy
50
+10
+25% +$2.52K 0.01% 130
2026
Q1 		$9K Hold
40
– – 0.01% 120
2025
Q4 		$11K Hold
40
– – 0.01% 145
2025
Q3 		$11K Hold
40
– – 0.01% 144
2025
Q2 		$11K Hold
40
– – 0.01% 106
2025
Q1 		$9K Hold
40
– – 0.01% 115
2024
Q4 		$8K Buy
+40
New +$8.91K 0.01% 118

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

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

Navigoe Wealth Management increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $2.52K and bringing the position to 50 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #130.

Navigoe Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Navigoe Wealth Management held 50 shares of IBM worth $14K as of Q2 2026.
  • Navigoe Wealth Management bought 10 IBM shares in Q2 2026, an estimated $2.52K.
  • IBM made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Navigoe Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.