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PUREfi Wealth’s IBM IBM Stock Holding History

PUREfi Wealth’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 		$333K Buy
1,185
+151
+15% +$38K 0.18% 143
2026
Q1 		$251K Buy
1,034
+33
+3% +$8.93K 0.16% 161
2025
Q4 		$297K Buy
1,001
+16
+2% +$4.79K 0.23% 121
2025
Q3 		$278K Sell
985
-156
-14% -$40.8K 0.21% 126
2025
Q2 		$336K Sell
1,141
-193
-14% -$49.7K 0.27% 100
2025
Q1 		$332K Buy
1,334
+45
+3% +$11K 0.33% 90
2024
Q4 		$283K Buy
+1,289
New +$287K 0.28% 104

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

PUREfi Wealth's IBM Position: Q2 2026 in Review

PUREfi Wealth increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $38K and bringing the position to 1,185 shares worth $333K. The position accounts for 0.18% of the portfolio, ranked #143.

PUREfi Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $336K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • PUREfi Wealth held 1,185 shares of IBM worth $333K as of Q2 2026.
  • PUREfi Wealth bought 151 IBM shares in Q2 2026, an estimated $38K.
  • IBM made up 0.18% of PUREfi Wealth's portfolio in Q2 2026, its #143 holding.
  • PUREfi Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • PUREfi Wealth's IBM position peaked at $336K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.