Prosperity Consulting Group’s IBM IBM Stock Holding History

Prosperity Consulting Group’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	$6.63M	Sell	23,564 -75	-0.3%	-$18.9K	0.25%	74
2026 Q1	$5.73M	Sell	23,639 -1,769	-7%	-$479K	0.25%	71
2025 Q4	$7.53M	Sell	25,408 -900	-3%	-$270K	0.34%	52
2025 Q3	$7.42M	Sell	26,308 -881	-3%	-$231K	0.37%	51
2025 Q2	$8.01M	Sell	27,189 -1,167	-4%	-$301K	0.58%	38
2025 Q1	$7.05M	Buy	28,356 +241	+0.9%	+$59K	0.55%	39
2024 Q4	$6.18M	Sell	28,115 -148	-0.5%	-$33K	0.47%	47
2024 Q3	$6.25M	Buy	28,263 +1,787	+7%	+$350K	0.49%	44
2024 Q2	$4.58M	Sell	26,476 -4,488	-14%	-$780K	0.62%	40
2024 Q1	$5.91M	Buy	30,964 +26,349	+571%	+$4.81M	0.74%	31
2023 Q4	$755K	Buy	4,615 +819	+22%	+$124K	0.25%	79
2023 Q3	$533K	Buy	+3,796	New	+$540K	0.24%	85

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prosperity Consulting Group's IBM Position: Q2 2026 in Review

Prosperity Consulting Group reduced its IBM (IBM) stake by 0.32% in Q2 2026, selling an estimated $18.9K and leaving 23,564 shares worth $6.63M. The position accounts for 0.25% of the portfolio, ranked #74.

Prosperity Consulting Group first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.01M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Prosperity Consulting Group held 23,564 shares of IBM worth $6.63M as of Q2 2026.
Prosperity Consulting Group sold 75 IBM shares in Q2 2026, an estimated $18.9K.
IBM made up 0.25% of Prosperity Consulting Group's portfolio in Q2 2026, its #74 holding.
Prosperity Consulting Group first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
Prosperity Consulting Group's IBM position peaked at $8.01M in Q2 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.