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ORG Wealth Partners’s IBM IBM Stock Holding History

ORG 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 		$3.34M Buy
11,844
+19
+0.2% +$4.79K 0.5% 25
2026
Q1 		$2.87M Buy
11,825
+782
+7% +$212K 0.56% 23
2025
Q4 		$3.28M Buy
11,043
+109
+1% +$32.6K 0.77% 21
2025
Q3 		$3.09M Buy
10,934
+176
+2% +$46.1K 0.66% 22
2025
Q2 		$3.14M Sell
10,758
-265
-2% -$68.3K 0.75% 18
2025
Q1 		$2.77M Buy
11,023
+7,891
+252% +$1.93M 0.85% 18
2024
Q4 		$689K Sell
3,132
-245
-7% -$54.6K 0.21% 42
2024
Q3 		$747K Buy
+3,377
New +$662K 0.25% 37

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

ORG Wealth Partners's IBM Position: Q2 2026 in Review

ORG Wealth Partners increased its IBM (IBM) stake by 0.16% in Q2 2026, buying an estimated $4.79K and bringing the position to 11,844 shares worth $3.34M. The position accounts for 0.5% of the portfolio, ranked #25.

ORG Wealth Partners first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ORG Wealth Partners held 11,844 shares of IBM worth $3.34M as of Q2 2026.
  • ORG Wealth Partners bought 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 0.5% of ORG Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • ORG Wealth Partners first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.