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North Berkeley Wealth Management’s IBM IBM Stock Holding History

North Berkeley 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 		– Sell
-1,001
Closed -$243K – 78
2026
Q1 		$243K Buy
1,001
+322
+47% +$87.1K 0.13% 69
2025
Q4 		$201K Buy
+679
New +$203K 0.12% 74

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

North Berkeley Wealth Management's IBM Position: Q2 2026 in Review

North Berkeley Wealth Management sold out of IBM (IBM) in Q2 2026, closing a stake of 1,001 shares — an estimated $243K sold.

North Berkeley Wealth Management first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q1 2026. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • North Berkeley Wealth Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • North Berkeley Wealth Management sold 1,001 IBM shares in Q2 2026, an estimated $243K.
  • North Berkeley Wealth Management first reported a position in IBM in Q4 2025 and held it in 2 quarters.
  • North Berkeley Wealth Management's IBM position peaked at $243K in Q1 2026.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.