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Sheets Smith Wealth Management’s IBM IBM Stock Holding History

Sheets Smith 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 		$228K Buy
+812
New +$205K 0.02% 382
2026
Q1 		– Sell
-695
Closed -$206K – 399
2025
Q4 		$206K Buy
+695
New +$208K 0.02% 384
2017
Q2 		– Sell
-1,327
Closed -$221K – 302
2017
Q1 		$221K Buy
1,327
+22
+2% +$3.69K 0.06% 271
2016
Q4 		$207K Buy
+1,305
New +$199K 0.06% 261
2016
Q1 		– Sell
-2,079
Closed -$274K – 248
2015
Q4 		$274K Buy
2,079
+22
+1% +$2.96K 0.08% 192
2015
Q3 		$285K Buy
2,057
+232
+13% +$34.3K 0.1% 164
2015
Q2 		$284K Buy
1,825
+226
+14% +$36.3K 0.08% 193
2015
Q1 		$245K Sell
1,599
-271
-14% -$41.1K 0.07% 208
2014
Q4 		$287K Buy
1,870
+94
+5% +$15K 0.07% 199
2014
Q3 		$322K Hold
1,776
– – 0.09% 188
2014
Q2 		$308K Sell
1,776
-59
-3% -$10.6K 0.08% 200
2014
Q1 		$338K Buy
1,835
+55
+3% +$9.68K 0.09% 193
2013
Q4 		$319K Sell
1,780
-4
-0.2% -$690 0.09% 205
2013
Q3 		$316K Sell
1,784
-32
-2% -$5.82K 0.1% 196
2013
Q2 		$332K Buy
+1,816
New +$354K 0.11% 192

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

Sheets Smith Wealth Management's IBM Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in IBM (IBM) in Q2 2026: 812 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #382 among its holdings. This is a return to the name: Sheets Smith Wealth Management previously reported a position in IBM as recently as Q4 2025.

Sheets Smith Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. The position peaked at $338K in Q1 2014. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sheets Smith Wealth Management held 812 shares of IBM worth $228K as of Q2 2026.
  • IBM was a new Sheets Smith Wealth Management position in Q2 2026.
  • IBM made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Sheets Smith Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
  • Sheets Smith Wealth Management's IBM position peaked at $338K in Q1 2014.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.