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Signal Advisors Wealth’s IBM IBM Stock Holding History

Signal Advisors Wealth’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 		$2.66M Buy
9,450
+7,338
+347% +$1.85M 0.13% 135
2026
Q1 		$512K Buy
2,112
+231
+12% +$62.5K 0.04% 360
2025
Q4 		$557K Sell
1,881
-18
-0.9% -$5.39K 0.04% 290
2025
Q3 		$536K Sell
1,899
-1,065
-36% -$279K 0.05% 263
2025
Q2 		$874K Buy
2,964
+828
+39% +$213K 0.07% 226
2025
Q1 		$531K Sell
2,136
-383
-15% -$93.7K 0.05% 267
2024
Q4 		$554K Buy
2,519
+132
+6% +$29.4K 0.06% 247
2024
Q3 		$528K Buy
+2,387
New +$468K 0.08% 245
2024
Q2 		– Sell
-2,557
Closed -$488K – 162
2024
Q1 		$488K Buy
2,557
+99
+4% +$18.1K 0.12% 171
2023
Q4 		$402K Buy
+2,458
New +$371K 0.14% 141

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

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

Signal Advisors Wealth increased its IBM (IBM) stake by 347% in Q2 2026, buying an estimated $1.85M and bringing the position to 9,450 shares worth $2.66M. The position accounts for 0.13% of the portfolio, ranked #135.

Signal Advisors Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Signal Advisors Wealth held 9,450 shares of IBM worth $2.66M as of Q2 2026.
  • Signal Advisors Wealth bought 7,338 IBM shares in Q2 2026, an estimated $1.85M.
  • IBM made up 0.13% of Signal Advisors Wealth's portfolio in Q2 2026, its #135 holding.
  • Signal Advisors Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.