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Prosperitas Financial’s IBM IBM Stock Holding History

Prosperitas Financial’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 		$513K Buy
1,823
+426
+30% +$107K 0.16% 53
2026
Q1 		$339K Buy
1,397
+165
+13% +$44.6K 0.13% 65
2025
Q4 		$365K Sell
1,232
-28
-2% -$8.39K 0.14% 55
2025
Q3 		$356K Buy
1,260
+36
+3% +$9.42K 0.15% 48
2025
Q2 		$361K Sell
1,224
-24
-2% -$6.18K 0.17% 43
2025
Q1 		$310K Buy
1,248
+6
+0.5% +$1.47K 0.16% 44
2024
Q4 		$273K Buy
1,242
+95
+8% +$21.2K 0.14% 52
2024
Q3 		$254K Buy
+1,147
New +$225K 0.14% 54

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

Prosperitas Financial's IBM Position: Q2 2026 in Review

Prosperitas Financial increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $107K and bringing the position to 1,823 shares worth $513K. The position accounts for 0.16% of the portfolio, ranked #53.

Prosperitas Financial first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Prosperitas Financial held 1,823 shares of IBM worth $513K as of Q2 2026.
  • Prosperitas Financial bought 426 IBM shares in Q2 2026, an estimated $107K.
  • IBM made up 0.16% of Prosperitas Financial's portfolio in Q2 2026, its #53 holding.
  • Prosperitas Financial first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.