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Royal Capital Wealth Management’s IBM IBM Stock Holding History

Royal Capital Wealth Management’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 		$201K Buy
+715
New +$180K 0.11% 99
2026
Q1 		– Sell
-845
Closed -$250K – 97
2025
Q4 		$250K Hold
845
– – 0.15% 83
2025
Q3 		$238K Hold
845
– – 0.15% 79
2025
Q2 		$249K Hold
845
– – 0.17% 75
2025
Q1 		$210K Buy
+845
New +$207K 0.15% 83

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

Royal Capital Wealth Management's IBM Position: Q2 2026 in Review

Royal Capital Wealth Management opened a new position in IBM (IBM) in Q2 2026: 715 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #99 among its holdings. This is a return to the name: Royal Capital Wealth Management previously reported a position in IBM as recently as Q4 2025.

Royal Capital Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $250K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Royal Capital Wealth Management held 715 shares of IBM worth $201K as of Q2 2026.
  • IBM was a new Royal Capital Wealth Management position in Q2 2026.
  • IBM made up 0.11% of Royal Capital Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Royal Capital Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Royal Capital Wealth Management's IBM position peaked at $250K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.