Q1WB
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Quest 10 Wealth Builders’s IBM IBM Stock Holding History

Quest 10 Wealth Builders’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 		$66.5K Sell
237
-55
-19% -$13.9K 0.05% 178
2026
Q1 		$70.7K Buy
292
+6
+2% +$1.62K 0.06% 171
2025
Q4 		$84.6K Buy
286
+81
+40% +$24.3K 0.08% 143
2025
Q3 		$57.7K Buy
205
+14
+7% +$3.67K 0.05% 170
2025
Q2 		$56.2K Buy
191
+33
+21% +$8.5K 0.05% 171
2025
Q1 		$39.2K Sell
158
-72
-31% -$17.6K 0.04% 194
2024
Q4 		$50.6K Buy
+230
New +$51.2K 0.05% 183

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

Quest 10 Wealth Builders's IBM Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its IBM (IBM) stake by 19% in Q2 2026, selling an estimated $13.9K and leaving 237 shares worth $66.5K. The position accounts for 0.05% of the portfolio, ranked #178.

Quest 10 Wealth Builders first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.6K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Quest 10 Wealth Builders held 237 shares of IBM worth $66.5K as of Q2 2026.
  • Quest 10 Wealth Builders sold 55 IBM shares in Q2 2026, an estimated $13.9K.
  • IBM made up 0.05% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #178 holding.
  • Quest 10 Wealth Builders first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's IBM position peaked at $84.6K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.