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Perfromance Wealth Partners’s IBM IBM Stock Holding History

Perfromance 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 		$2.87M Buy
10,220
+71
+0.7% +$17.9K 0.07% 61
2026
Q1 		$2.46M Sell
10,149
-322
-3% -$87.1K 0.07% 54
2025
Q4 		$3.1M Buy
10,471
+14
+0.1% +$4.19K 0.08% 41
2025
Q3 		$2.95M Buy
10,457
+911
+10% +$238K 0.08% 39
2025
Q2 		$2.81M Sell
9,546
-252
-3% -$64.9K 0.09% 40
2025
Q1 		$2.44M Buy
9,798
+273
+3% +$66.8K 0.09% 38
2024
Q4 		$2.09M Buy
9,525
+24
+0.3% +$5.34K 0.07% 48
2024
Q3 		$2.1M Buy
9,501
+1,520
+19% +$298K 0.07% 45
2024
Q2 		$1.38M Hold
7,981
– – 0.05% 48
2024
Q1 		$1.52M Buy
7,981
+47
+0.6% +$8.57K 0.06% 57
2023
Q4 		$1.3M Buy
7,934
+1,531
+24% +$231K 0.06% 66
2023
Q3 		$898K Sell
6,403
-32
-0.5% -$4.55K 0.04% 78
2023
Q2 		$864K Hold
6,435
– – 0.04% 86
2023
Q1 		$844K Buy
6,435
+122
+2% +$16.3K 0.04% 85
2022
Q4 		$889K Sell
6,313
-102
-2% -$14.1K 0.05% 77
2022
Q3 		$762K Hold
6,415
– – 0.04% 78
2022
Q2 		$906K Hold
6,415
– – 0.05% 72
2022
Q1 		$834K Hold
6,415
– – 0.04% 82
2021
Q4 		$857K Buy
+6,415
New +$805K 0.03% 89

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

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

Perfromance Wealth Partners increased its IBM (IBM) stake by 0.7% in Q2 2026, buying an estimated $17.9K and bringing the position to 10,220 shares worth $2.87M. The position accounts for 0.07% of the portfolio, ranked #61.

Perfromance Wealth Partners first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.1M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Perfromance Wealth Partners held 10,220 shares of IBM worth $2.87M as of Q2 2026.
  • Perfromance Wealth Partners bought 71 IBM shares in Q2 2026, an estimated $17.9K.
  • IBM made up 0.07% of Perfromance Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Perfromance Wealth Partners first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's IBM position peaked at $3.1M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.