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Principia Wealth Advisory’s IBM IBM Stock Holding History

Principia Wealth Advisory’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 		$23.1K Buy
82
+17
+26% +$4.28K 0.01% 171
2026
Q1 		$15.8K Buy
65
+11
+20% +$2.98K 0.01% 177
2025
Q4 		$16K Buy
54
+7
+15% +$2.1K 0.01% 166
2025
Q3 		$13.3K Buy
47
+4
+9% +$1.05K 0.01% 181
2025
Q2 		$12.7K Buy
43
+7
+19% +$1.8K 0.01% 156
2025
Q1 		$8.47K Buy
36
+13
+57% +$3.18K 0.01% 138
2024
Q4 		$5.06K Buy
+23
New +$5.12K ﹤0.01% 148

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

Principia Wealth Advisory's IBM Position: Q2 2026 in Review

Principia Wealth Advisory increased its IBM (IBM) stake by 26% in Q2 2026, buying an estimated $4.28K and bringing the position to 82 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #171.

Principia Wealth Advisory first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Principia Wealth Advisory held 82 shares of IBM worth $23.1K as of Q2 2026.
  • Principia Wealth Advisory bought 17 IBM shares in Q2 2026, an estimated $4.28K.
  • IBM made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #171 holding.
  • Principia Wealth Advisory first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.