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Prepared Retirement Institute’s IBM IBM Stock Holding History

Prepared Retirement Institute’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 		$282K Buy
1,005
+95
+10% +$23.9K 0.12% 77
2026
Q1 		$221K Sell
910
-199
-18% -$53.8K 0.11% 78
2025
Q4 		$329K Buy
1,109
+134
+14% +$40.1K 0.17% 67
2025
Q3 		$275K Sell
975
-85
-8% -$22.2K 0.14% 69
2025
Q2 		$313K Sell
1,060
-211
-17% -$54.4K 0.18% 61
2025
Q1 		$316K Sell
1,271
-309
-20% -$75.6K 0.2% 57
2024
Q4 		$347K Buy
1,580
+4
+0.3% +$891 0.2% 53
2024
Q3 		$348K Sell
1,576
-47
-3% -$9.22K 0.21% 46
2024
Q2 		$281K Sell
1,623
-167
-9% -$29K 0.19% 63
2024
Q1 		$342K Sell
1,790
-2,954
-62% -$539K 0.26% 44
2023
Q4 		$776K Buy
+4,744
New +$717K 0.58% 25

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 $3.38T AUM 44.17% 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

Prepared Retirement Institute's IBM Position: Q2 2026 in Review

Prepared Retirement Institute increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,005 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #77.

Prepared Retirement Institute first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $776K in Q4 2023. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Prepared Retirement Institute held 1,005 shares of IBM worth $282K as of Q2 2026.
  • Prepared Retirement Institute bought 95 IBM shares in Q2 2026, an estimated $23.9K.
  • IBM made up 0.12% of Prepared Retirement Institute's portfolio in Q2 2026, its #77 holding.
  • Prepared Retirement Institute first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Prepared Retirement Institute's IBM position peaked at $776K in Q4 2023.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.