Parisi Gray Wealth Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.48M Buy
8,833
+58
+0.7% +$14.6K 0.51% 44
2026
Q1
$2.13M Buy
8,775
+184
+2% +$49.8K 0.51% 40
2025
Q4
$2.54M Buy
8,591
+2
+0% +$599 0.58% 33
2025
Q3
$2.42M Buy
8,589
+21
+0.2% +$5.5K 0.63% 32
2025
Q2
$2.53M Buy
8,568
+15
+0.2% +$3.87K 0.72% 29
2025
Q1
$2.13M Buy
8,553
+3
+0% +$734 0.69% 33
2024
Q4
$1.88M Buy
8,550
+5
+0.1% +$1.11K 0.6% 35
2024
Q3
$1.89M Sell
8,545
-99
-1% -$19.4K 0.62% 35
2024
Q2
$1.49M Buy
8,644
+8
+0.1% +$1.39K 0.54% 35
2024
Q1
$1.65M Buy
8,636
+6
+0.1% +$1.09K 0.62% 33
2023
Q4
$1.41M Sell
8,630
-48
-0.6% -$7.25K 0.57% 36
2023
Q3
$1.22M Sell
8,678
-182
-2% -$25.9K 0.55% 41
2023
Q2
$1.16M Buy
8,860
+116
+1% +$15K 0.53% 40
2023
Q1
$1.15M Sell
8,744
-107
-1% -$14.3K 0.71% 29
2022
Q4
$1.25M Sell
8,851
-358
-4% -$49.4K 0.61% 34
2022
Q3
$1.09M Sell
9,209
-106
-1% -$13.9K 0.83% 27
2022
Q2
$1.31M Sell
9,315
-100
-1% -$13.5K 0.69% 35
2022
Q1
$1.22M Sell
9,415
-57
-0.6% -$7.43K 0.5% 44
2021
Q4
$1.27M Buy
9,472
+259
+3% +$32.5K 0.47% 47
2021
Q3
$1.26M Buy
9,213
+8
+0.1% +$1.07K 0.52% 40
2021
Q2
$1.29M Buy
9,205
+8
+0.1% +$1.09K 0.47% 40
2021
Q1
$1.17M Sell
9,197
-13
-0.1% -$1.56K 0.49% 46
2020
Q4
$1.11M Sell
9,210
-35
-0.4% -$4.04K 0.49% 46
2020
Q3
$1.07M Sell
9,245
-104
-1% -$12.2K 0.56% 39
2020
Q2
$1.08M Sell
9,349
-601
-6% -$69.8K 0.62% 36
2020
Q1
$1.05M Buy
9,950
+90
+0.9% +$11.4K 0.75% 31
2019
Q4
$1.26M Buy
9,860
+531
+6% +$69K 0.71% 37
2019
Q3
$1.3M Sell
9,329
-138
-1% -$18.6K 0.86% 30
2019
Q2
$1.25M Hold
9,467
0.85% 34
2019
Q1
$1.28M Sell
9,467
-32
-0.3% -$4.08K 0.82% 30
2018
Q4
$1.03M Buy
9,499
+260
+3% +$31.2K 0.7% 33
2018
Q3
$1.34M Hold
9,239
0.82% 28
2018
Q2
$1.26M Sell
9,239
-5
-0.1% -$697 0.84% 26
2018
Q1
$1.32M Sell
9,244
-206
-2% -$31.2K 1.01% 20
2017
Q4
$1.39M Buy
+9,450
New +$1.37M 1.04% 21

Other funds holding IBM

Parisi Gray Wealth Management's IBM Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its IBM (IBM) stake by 0.66% in Q2 2026, buying an estimated $14.6K and bringing the position to 8,833 shares worth $2.48M. The position accounts for 0.51% of the portfolio, ranked #44.

Parisi Gray Wealth Management first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.54M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Parisi Gray Wealth Management held 8,833 shares of IBM worth $2.48M as of Q2 2026.
  • Parisi Gray Wealth Management bought 58 IBM shares in Q2 2026, an estimated $14.6K.
  • IBM made up 0.51% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Parisi Gray Wealth Management first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
  • Parisi Gray Wealth Management's IBM position peaked at $2.54M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.