SWTS
IBM icon

Stonehaven Wealth & Tax Solutions’s IBM IBM Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$208K Buy
+740
New +$186K 0.17% 89
2026
Q1 		– Sell
-696
Closed -$206K – 90
2025
Q4 		$206K Buy
+696
New +$208K 0.19% 78

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

Stonehaven Wealth & Tax Solutions's IBM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in IBM (IBM) in Q2 2026: 740 shares worth $208K. The stake represents 0.17% of the portfolio and ranks #89 among its holdings. This is a return to the name: Stonehaven Wealth & Tax Solutions previously reported a position in IBM as recently as Q4 2025.

Stonehaven Wealth & Tax Solutions first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 740 shares of IBM worth $208K as of Q2 2026.
  • IBM was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • IBM made up 0.17% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #89 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.