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Primoris Wealth Advisors’s IBM IBM Stock Holding History

Primoris 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 		$413K Buy
1,468
+25
+2% +$6.3K 0.19% 85
2026
Q1 		$350K Sell
1,443
-2
-0.1% -$541 0.25% 69
2025
Q4 		$428K Hold
1,445
– – 0.26% 73
2025
Q3 		$408K Buy
1,445
+8
+0.6% +$2.09K 0.26% 74
2025
Q2 		$424K Hold
1,437
– – 0.29% 65
2025
Q1 		$357K Hold
1,437
– – 0.28% 70
2024
Q4 		$316K Hold
1,437
– – 0.24% 71
2024
Q3 		$318K Hold
1,437
– – 0.23% 80
2024
Q2 		$249K Sell
1,437
-50
-3% -$8.69K 0.2% 86
2024
Q1 		$284K Buy
1,487
+15
+1% +$2.74K 0.23% 80
2023
Q4 		$241K Hold
1,472
– – 0.23% 76
2023
Q3 		$207K Buy
+1,472
New +$209K 0.25% 66
2023
Q1 		– Sell
-1,470
Closed -$207K – 71
2022
Q4 		$207K Buy
+1,470
New +$203K 0.32% 54
2022
Q3 		– Sell
-1,553
Closed -$218K – 64
2022
Q2 		$218K Buy
+1,553
New +$210K 0.31% 65

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

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

Primoris Wealth Advisors increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $6.3K and bringing the position to 1,468 shares worth $413K. The position accounts for 0.19% of the portfolio, ranked #85.

Primoris Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 14 quarters since. The position peaked at $428K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Primoris Wealth Advisors held 1,468 shares of IBM worth $413K as of Q2 2026.
  • Primoris Wealth Advisors bought 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.19% of Primoris Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Primoris Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 14 quarters since.
  • Primoris Wealth Advisors's IBM position peaked at $428K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.