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Serenus Wealth Advisors’s IBM IBM Stock Holding History

Serenus Wealth Advisors’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 Hold
1,438
– – 0.07% 49
2026
Q1 		$349K Hold
1,438
– – 0.07% 50
2025
Q4 		$426K Buy
1,438
+163
+13% +$48.8K 0.08% 46
2025
Q3 		$360K Hold
1,275
– – 0.06% 46
2025
Q2 		$376K Hold
1,275
– – 0.06% 46
2025
Q1 		$317K Buy
+1,275
New +$312K 0.05% 45

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

Serenus Wealth Advisors's IBM Position: Q2 2026 in Review

Serenus Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 1,438 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #49.

Serenus Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $426K in Q4 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Serenus Wealth Advisors held 1,438 shares of IBM worth $405K as of Q2 2026.
  • Serenus Wealth Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.07% of Serenus Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Serenus Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Serenus Wealth Advisors's IBM position peaked at $426K in Q4 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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