Summit Wealth Group’s IBM IBM Stock Holding History

Summit Wealth Group’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	$299K	Hold	1,064	–	–	0.06%	105
2026 Q1	$258K	Sell	1,064 -23	-2%	-$6.22K	0.06%	109
2025 Q4	$322K	Buy	1,087 +72	+7%	+$21.6K	0.08%	92
2025 Q3	$286K	Sell	1,015 -6	-0.6%	-$1.57K	0.07%	92
2025 Q2	$301K	Sell	1,021 -6	-0.6%	-$1.55K	0.08%	90
2025 Q1	$255K	Buy	1,027 +13	+1%	+$3.18K	0.07%	88
2024 Q4	$223K	Buy	1,014 +3	+0.3%	+$668	0.06%	95
2024 Q3	$223K	Buy	+1,011	New	+$198K	0.06%	92
2023 Q2	–	Sell	-8	Closed	-$1K	–	160
2023 Q1	$1K	Buy	+8	New	+$1.07K	0.02%	122

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group's IBM Position: Q2 2026 in Review

Summit Wealth Group held its IBM (IBM) position steady in Q2 2026 at 1,064 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #105.

Summit Wealth Group first reported a position in IBM in Q1 2023 and has held it in 9 quarters since. The position peaked at $322K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Summit Wealth Group held 1,064 shares of IBM worth $299K as of Q2 2026.
Summit Wealth Group left its IBM share count unchanged in Q2 2026.
IBM made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #105 holding.
Summit Wealth Group first reported a position in IBM in Q1 2023 and has held it in 9 quarters since.
Summit Wealth Group's IBM position peaked at $322K in Q4 2025.
3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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