PFWA
IBM icon

Paces Ferry Wealth Advisors’s IBM IBM Stock Holding History

Paces Ferry Wealth Advisors’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 		$308K Buy
+1,094
New +$276K 0.11% 98
2020
Q4 		– Sell
-490
Closed -$57K – 582
2020
Q3 		$57K Buy
+490
New +$57.7K 0.05% 217

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 $3.38T AUM 44.17% 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

Paces Ferry Wealth Advisors's IBM Position: Q2 2026 in Review

Paces Ferry Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 1,094 shares worth $308K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings. This is a return to the name: Paces Ferry Wealth Advisors previously reported a position in IBM as recently as Q3 2020.

Paces Ferry Wealth Advisors first reported a position in IBM in Q3 2020 and has held it in 2 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Paces Ferry Wealth Advisors held 1,094 shares of IBM worth $308K as of Q2 2026.
  • IBM was a new Paces Ferry Wealth Advisors position in Q2 2026.
  • IBM made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Paces Ferry Wealth Advisors first reported a position in IBM in Q3 2020 and has held it in 2 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.