Pathfinder Wealth Consulting’s IBM IBM Stock Holding History

Pathfinder Wealth Consulting’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	-9,657	Closed	-$2.34M	–	65
2026 Q1	$2.34M	Buy	9,657 +45	+0.5%	+$12.2K	1.52%	19
2025 Q4	$2.85M	Buy	+9,612	New	+$2.88M	1.8%	18

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 $3.37T AUM 44.26% 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

Pathfinder Wealth Consulting's IBM Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of IBM (IBM) in Q2 2026, closing a stake of 9,657 shares — an estimated $2.34M sold.

Pathfinder Wealth Consulting first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $2.85M in Q4 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Pathfinder Wealth Consulting reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Pathfinder Wealth Consulting sold 9,657 IBM shares in Q2 2026, an estimated $2.34M.
Pathfinder Wealth Consulting first reported a position in IBM in Q4 2025 and held it in 2 quarters.
Pathfinder Wealth Consulting's IBM position peaked at $2.85M in Q4 2025.
3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.