QWP
IBM icon

Quotient Wealth Partners’s IBM IBM Stock Holding History

Quotient Wealth Partners’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 		$1.57M Buy
5,600
+170
+3% +$42.8K 0.04% 103
2026
Q1 		$1.32M Sell
5,430
-273
-5% -$73.9K 0.03% 102
2025
Q4 		$1.69M Buy
5,703
+214
+4% +$64.1K 0.05% 93
2025
Q3 		$1.55M Sell
5,489
-189
-3% -$49.5K 0.04% 93
2025
Q2 		$1.67M Buy
5,678
+810
+17% +$209K 0.05% 87
2025
Q1 		$1.21M Buy
4,868
+767
+19% +$188K 0.04% 98
2024
Q4 		$902K Buy
4,101
+119
+3% +$26.5K 0.03% 113
2024
Q3 		$880K Buy
3,982
+181
+5% +$35.5K 0.03% 120
2024
Q2 		$657K Buy
3,801
+69
+2% +$12K 0.02% 142
2024
Q1 		$713K Buy
3,732
+312
+9% +$56.9K 0.03% 138
2023
Q4 		$559K Buy
+3,420
New +$517K 0.02% 160

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

Quotient Wealth Partners's IBM Position: Q2 2026 in Review

Quotient Wealth Partners increased its IBM (IBM) stake by 3.1% in Q2 2026, buying an estimated $42.8K and bringing the position to 5,600 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #103.

Quotient Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Quotient Wealth Partners held 5,600 shares of IBM worth $1.57M as of Q2 2026.
  • Quotient Wealth Partners bought 170 IBM shares in Q2 2026, an estimated $42.8K.
  • IBM made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Quotient Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's IBM position peaked at $1.69M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.