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Naviter Wealth’s IBM IBM Stock Holding History

Naviter Wealth’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 		$2.98M Buy
10,596
+2,151
+25% +$542K 0.27% 84
2026
Q1 		$2.05M Buy
8,445
+246
+3% +$66.6K 0.26% 93
2025
Q4 		$2.43M Sell
8,199
-1,685
-17% -$505K 0.32% 76
2025
Q3 		$2.79M Buy
9,884
+145
+1% +$38K 0.32% 77
2025
Q2 		$2.87M Sell
9,739
-859
-8% -$221K 0.35% 72
2025
Q1 		$2.59M Buy
10,598
+69
+0.7% +$16.9K 0.31% 80
2024
Q4 		$2.31M Buy
10,529
+552
+6% +$123K 0.28% 94
2024
Q3 		$2.21M Sell
9,977
-149
-1% -$29.2K 0.31% 89
2024
Q2 		$1.75M Buy
10,126
+1,277
+14% +$222K 0.26% 113
2024
Q1 		$1.69M Buy
8,849
+975
+12% +$178K 0.28% 105
2023
Q4 		$1.29M Buy
7,874
+1,321
+20% +$200K 0.26% 104
2023
Q3 		$919K Buy
6,553
+274
+4% +$39K 0.22% 112
2023
Q2 		$840K Buy
6,279
+1,410
+29% +$182K 0.21% 123
2023
Q1 		$638K Buy
4,869
+739
+18% +$98.9K 0.22% 126
2022
Q4 		$584K Buy
4,130
+635
+18% +$87.6K 0.16% 139
2022
Q3 		$415K Buy
3,495
+416
+14% +$54.6K 0.17% 140
2022
Q2 		$435K Buy
+3,079
New +$416K 0.18% 131

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

Naviter Wealth's IBM Position: Q2 2026 in Review

Naviter Wealth increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $542K and bringing the position to 10,596 shares worth $2.98M. The position accounts for 0.27% of the portfolio, ranked #84.

Naviter Wealth first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Naviter Wealth held 10,596 shares of IBM worth $2.98M as of Q2 2026.
  • Naviter Wealth bought 2,151 IBM shares in Q2 2026, an estimated $542K.
  • IBM made up 0.27% of Naviter Wealth's portfolio in Q2 2026, its #84 holding.
  • Naviter Wealth first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.