Peterson Wealth Management’s IBM IBM Stock Holding History

Peterson Wealth Management’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	$19K	Hold	67	–	–	0.01%	119
2026 Q1	$16.3K	Buy	+67	New	+$18.1K	0.01%	115

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

Peterson Wealth Management's IBM Position: Q2 2026 in Review

Peterson Wealth Management held its IBM (IBM) position steady in Q2 2026 at 67 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #119.

Peterson Wealth Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Peterson Wealth Management held 67 shares of IBM worth $19K as of Q2 2026.
Peterson Wealth Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #119 holding.
Peterson Wealth Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.