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Pursuit Wealth Strategies’s IBM IBM Stock Holding History

Pursuit Wealth Strategies’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 		$1.27M Buy
4,505
+3
+0.1% +$756 1.65% 18
2026
Q1 		$1.09M Buy
4,502
+2
+0% +$541 1.52% 20
2025
Q4 		$1.33M Buy
+4,500
New +$1.35M 1.87% 14

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

Pursuit Wealth Strategies's IBM Position: Q2 2026 in Review

Pursuit Wealth Strategies increased its IBM (IBM) stake by 0.07% in Q2 2026, buying an estimated $756 and bringing the position to 4,505 shares worth $1.27M. The position accounts for 1.65% of the portfolio, ranked #18.

Pursuit Wealth Strategies first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pursuit Wealth Strategies held 4,505 shares of IBM worth $1.27M as of Q2 2026.
  • Pursuit Wealth Strategies bought 3 IBM shares in Q2 2026, an estimated $756.
  • IBM made up 1.65% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #18 holding.
  • Pursuit Wealth Strategies first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Pursuit Wealth Strategies's IBM position peaked at $1.33M in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.