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Rede Wealth’s IBM IBM Stock Holding History

Rede 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 		$210K Buy
+747
New +$188K 0.07% 116
2026
Q1 		– Sell
-745
Closed -$221K – 110
2025
Q4 		$221K Sell
745
-2,431
-77% -$728K 0.08% 105
2025
Q3 		$896K Buy
3,176
+2,433
+327% +$637K 0.7% 30
2025
Q2 		$219K Buy
+743
New +$191K 0.08% 102

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

Rede Wealth's IBM Position: Q2 2026 in Review

Rede Wealth opened a new position in IBM (IBM) in Q2 2026: 747 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings. This is a return to the name: Rede Wealth previously reported a position in IBM as recently as Q4 2025.

Rede Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $896K in Q3 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rede Wealth held 747 shares of IBM worth $210K as of Q2 2026.
  • IBM was a new Rede Wealth position in Q2 2026.
  • IBM made up 0.07% of Rede Wealth's portfolio in Q2 2026, its #116 holding.
  • Rede Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Rede Wealth's IBM position peaked at $896K in Q3 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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