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Semus Wealth Partners’s IBM IBM Stock Holding History

Semus 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 		$405K Buy
1,440
+431
+43% +$109K 0.2% 77
2026
Q1 		$244K Buy
1,009
+252
+33% +$68.2K 0.14% 94
2025
Q4 		$224K Buy
757
+2
+0.3% +$599 0.12% 98
2025
Q3 		$213K Buy
+755
New +$198K 0.12% 104
2024
Q1 		– Sell
-1,268
Closed -$207K – 135
2023
Q4 		$207K Buy
+1,268
New +$192K 0.17% 122

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

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

Semus Wealth Partners increased its IBM (IBM) stake by 43% in Q2 2026, buying an estimated $109K and bringing the position to 1,440 shares worth $405K. The position accounts for 0.2% of the portfolio, ranked #77.

Semus Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 5 quarters since. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Semus Wealth Partners held 1,440 shares of IBM worth $405K as of Q2 2026.
  • Semus Wealth Partners bought 431 IBM shares in Q2 2026, an estimated $109K.
  • IBM made up 0.2% of Semus Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Semus Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 5 quarters since.
  • 3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.