Ponta Wealth Partners’s IBM IBM Stock Holding History

Ponta 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	$813K	Sell	2,892 -48	-2%	-$12.1K	0.44%	56
2026 Q1	$713K	Buy	2,940 +262	+10%	+$70.9K	0.57%	42
2025 Q4	$793K	Buy	+2,678	New	+$802K	0.74%	33

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

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

Ponta Wealth Partners reduced its IBM (IBM) stake by 1.6% in Q2 2026, selling an estimated $12.1K and leaving 2,892 shares worth $813K. The position accounts for 0.44% of the portfolio, ranked #56.

Ponta Wealth Partners first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Ponta Wealth Partners held 2,892 shares of IBM worth $813K as of Q2 2026.
Ponta Wealth Partners sold 48 IBM shares in Q2 2026, an estimated $12.1K.
IBM made up 0.44% of Ponta Wealth Partners's portfolio in Q2 2026, its #56 holding.
Ponta Wealth Partners first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.