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Premier Path Wealth Partners’s IBM IBM Stock Holding History

Premier Path 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 		$1.99M Buy
7,072
+319
+5% +$80.4K 0.23% 97
2026
Q1 		$1.64M Buy
6,753
+71
+1% +$19.2K 0.21% 104
2025
Q4 		$1.98M Buy
6,682
+493
+8% +$148K 0.26% 86
2025
Q3 		$1.75M Sell
6,189
-7
-0.1% -$1.83K 0.22% 96
2025
Q2 		$1.83M Buy
6,196
+523
+9% +$135K 0.25% 90
2025
Q1 		$1.41M Buy
5,673
+118
+2% +$28.9K 0.22% 110
2024
Q4 		$1.22M Buy
5,555
+51
+0.9% +$11.4K 0.19% 128
2024
Q3 		$1.22M Buy
5,504
+217
+4% +$42.5K 0.19% 137
2024
Q2 		$914K Buy
5,287
+127
+2% +$22.1K 0.16% 153
2024
Q1 		$985K Buy
5,160
+3
+0.1% +$547 0.19% 142
2023
Q4 		$843K Buy
+5,157
New +$779K 0.19% 139

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

Premier Path Wealth Partners's IBM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its IBM (IBM) stake by 4.7% in Q2 2026, buying an estimated $80.4K and bringing the position to 7,072 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #97.

Premier Path Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Premier Path Wealth Partners held 7,072 shares of IBM worth $1.99M as of Q2 2026.
  • Premier Path Wealth Partners bought 319 IBM shares in Q2 2026, an estimated $80.4K.
  • IBM made up 0.23% of Premier Path Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Premier Path Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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