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SMART Wealth’s IBM IBM Stock Holding History

SMART 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 		$1.12M Sell
3,994
-184
-4% -$46.4K 0.24% 113
2026
Q1 		$1.01M Sell
4,178
-148
-3% -$40K 0.3% 97
2025
Q4 		$1.28M Sell
4,326
-62
-1% -$18.6K 0.39% 80
2025
Q3 		$1.24M Sell
4,388
-3,793
-46% -$993K 0.47% 66
2025
Q2 		$2.41M Buy
8,181
+4,807
+142% +$1.24M 0.76% 44
2025
Q1 		$839K Sell
3,374
-204
-6% -$49.9K 0.3% 78
2024
Q4 		$787K Sell
3,578
-265
-7% -$59K 0.28% 86
2024
Q3 		$850K Sell
3,843
-295
-7% -$57.8K 0.33% 66
2024
Q2 		$716K Buy
4,138
+244
+6% +$42.4K 0.29% 64
2024
Q1 		$744K Buy
3,894
+384
+11% +$70.1K 0.34% 58
2023
Q4 		$574K Buy
3,510
+82
+2% +$12.4K 0.31% 43
2023
Q3 		$481K Buy
3,428
+11
+0.3% +$1.56K 0.36% 48
2023
Q2 		$457K Sell
3,417
-31
-0.9% -$4K 0.35% 50
2023
Q1 		$452K Buy
3,448
+20
+0.6% +$2.68K 0.4% 46
2022
Q4 		$483K Buy
+3,428
New +$473K 0.36% 52

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

SMART Wealth's IBM Position: Q2 2026 in Review

SMART Wealth reduced its IBM (IBM) stake by 4.4% in Q2 2026, selling an estimated $46.4K and leaving 3,994 shares worth $1.12M. The position accounts for 0.24% of the portfolio, ranked #113.

SMART Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.41M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SMART Wealth held 3,994 shares of IBM worth $1.12M as of Q2 2026.
  • SMART Wealth sold 184 IBM shares in Q2 2026, an estimated $46.4K.
  • IBM made up 0.24% of SMART Wealth's portfolio in Q2 2026, its #113 holding.
  • SMART Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • SMART Wealth's IBM position peaked at $2.41M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.