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Presper Financial Architects’s IBM IBM Stock Holding History

Presper Financial Architects’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 		$1.45M Sell
5,166
-10
-0.2% -$2.52K 0.76% 14
2026
Q1 		$1.25M Buy
5,176
+12
+0.2% +$3.25K 0.75% 16
2025
Q4 		$1.53M Buy
5,164
+9
+0.2% +$2.69K 0.86% 12
2025
Q3 		$1.45M Buy
5,155
+86
+2% +$22.5K 0.84% 13
2025
Q2 		$1.49M Buy
+5,069
New +$1.31M 1.11% 11

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

Presper Financial Architects's IBM Position: Q2 2026 in Review

Presper Financial Architects reduced its IBM (IBM) stake by 0.19% in Q2 2026, selling an estimated $2.52K and leaving 5,166 shares worth $1.45M. The position accounts for 0.76% of the portfolio, ranked #14.

Presper Financial Architects first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q4 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Presper Financial Architects held 5,166 shares of IBM worth $1.45M as of Q2 2026.
  • Presper Financial Architects sold 10 IBM shares in Q2 2026, an estimated $2.52K.
  • IBM made up 0.76% of Presper Financial Architects's portfolio in Q2 2026, its #14 holding.
  • Presper Financial Architects first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Presper Financial Architects's IBM position peaked at $1.53M in Q4 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Presper Financial Architects's 13F filing for Q2 2026, filed 11 Aug 2026.