Portus Wealth Advisors’s IBM IBM Stock Holding History

Portus Wealth Advisors’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	-107	Closed	-$25.9K	–	267
2026 Q1	$25.9K	Buy	+107	New	+$29K	0.02%	89

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

Portus Wealth Advisors's IBM Position: Q2 2026 in Review

Portus Wealth Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 107 shares — an estimated $25.9K sold.

Portus Wealth Advisors first reported a position in IBM in Q1 2026 and held it in 1 quarter. The position peaked at $25.9K in Q1 2026. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Portus Wealth Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 107 IBM shares in Q2 2026, an estimated $25.9K.
Portus Wealth Advisors first reported a position in IBM in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's IBM position peaked at $25.9K in Q1 2026.
3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.