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Scissortail Wealth Management’s IBM IBM Stock Holding History

Scissortail 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 		– Sell
-2,532
Closed -$610K – 117
2026
Q1 		$610K Buy
2,532
+1,260
+99% +$341K 0.12% 79
2025
Q4 		$381K Buy
1,272
+145
+13% +$43.4K 0.09% 85
2025
Q3 		$316K Hold
1,127
– – 0.07% 89
2025
Q2 		$328K Buy
+1,127
New +$290K 0.08% 87
2025
Q1 		– Sell
-1,527
Closed -$336K – 113
2024
Q4 		$336K Buy
1,527
+1,519
+18,988% +$338K 0.09% 96
2024
Q3 		$339K Sell
8
-1,619
-100% -$317K 0.08% 96
2024
Q2 		$280K Hold
1,627
– – 0.07% 98
2024
Q1 		$311K Buy
+1,627
New +$297K 0.08% 95
2022
Q4 		– Sell
-1,657
Closed -$228K – 139
2022
Q3 		$228K Buy
1,657
+357
+27% +$46.9K 0.12% 78
2022
Q2 		$174K Sell
1,300
-357
-22% -$48.2K 0.07% 89
2022
Q1 		$229K Buy
1,657
+357
+27% +$46.6K 0.11% 79
2021
Q4 		$174K Buy
+1,300
New +$163K 0.07% 89

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 $3.38T AUM 44.17% 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

Scissortail Wealth Management's IBM Position: Q2 2026 in Review

Scissortail Wealth Management sold out of IBM (IBM) in Q2 2026, closing a stake of 2,532 shares — an estimated $610K sold.

Scissortail Wealth Management first reported a position in IBM in Q4 2021 and held it in 12 quarters. The position peaked at $610K in Q1 2026. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Scissortail Wealth Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Scissortail Wealth Management sold 2,532 IBM shares in Q2 2026, an estimated $610K.
  • Scissortail Wealth Management first reported a position in IBM in Q4 2021 and held it in 12 quarters.
  • Scissortail Wealth Management's IBM position peaked at $610K in Q1 2026.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.