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Precedent Wealth Partners’s IBM IBM Stock Holding History

Precedent 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 		$638K Buy
+2,269
New +$572K 0.11% 132
2024
Q3 		– Sell
-1,166
Closed -$202K – 144
2024
Q2 		$202K Sell
1,166
-2,255
-66% -$392K 0.08% 134
2024
Q1 		$653K Buy
3,421
+315
+10% +$57.5K 0.28% 87
2023
Q4 		$508K Buy
+3,106
New +$469K 0.26% 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

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

Precedent Wealth Partners opened a new position in IBM (IBM) in Q2 2026: 2,269 shares worth $638K. The stake represents 0.11% of the portfolio and ranks #132 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in IBM as recently as Q2 2024.

Precedent Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. The position peaked at $653K in Q1 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Precedent Wealth Partners held 2,269 shares of IBM worth $638K as of Q2 2026.
  • IBM was a new Precedent Wealth Partners position in Q2 2026.
  • IBM made up 0.11% of Precedent Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Precedent Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
  • Precedent Wealth Partners's IBM position peaked at $653K in Q1 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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