Parr McKnight Wealth Management Group’s IBM IBM Stock Holding History

Parr McKnight Wealth Management Group’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	$1.03M	Buy	3,678 +3	+0.1%	+$756	0.12%	151
2026 Q1	$891K	Sell	3,675 -10,337	-74%	-$2.8M	0.12%	158
2025 Q4	$4.15M	Buy	14,012 +1,076	+8%	+$322K	0.54%	59
2025 Q3	$3.65M	Buy	12,936 +293	+2%	+$76.7K	0.48%	67
2025 Q2	$3.73M	Buy	12,643 +9,520	+305%	+$2.45M	0.51%	64
2025 Q1	$776K	Sell	3,123 -86	-3%	-$21K	0.11%	171
2024 Q4	$705K	Buy	+3,209	New	+$715K	0.1%	168

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parr McKnight Wealth Management Group's IBM Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its IBM (IBM) stake by 0.08% in Q2 2026, buying an estimated $756 and bringing the position to 3,678 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #151.

Parr McKnight Wealth Management Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.15M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Parr McKnight Wealth Management Group held 3,678 shares of IBM worth $1.03M as of Q2 2026.
Parr McKnight Wealth Management Group bought 3 IBM shares in Q2 2026, an estimated $756.
IBM made up 0.12% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #151 holding.
Parr McKnight Wealth Management Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's IBM position peaked at $4.15M in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.