Talisman Wealth Advisors’s IBM IBM Stock Holding History

Talisman Wealth Advisors’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	$269K	Buy	+957	New	+$241K	0.2%	92
2026 Q1	–	Sell	-973	Closed	-$291K	–	110
2025 Q4	$291K	Hold	973	–	–	0.23%	80
2025 Q3	$275K	Sell	973 -1	-0.1%	-$262	0.23%	89
2025 Q2	$287K	Buy	974 +1	+0.1%	+$258	0.26%	83
2025 Q1	$242K	Buy	973 +1	+0.1%	+$245	0.25%	88
2024 Q4	$214K	Hold	972	–	–	0.23%	97
2024 Q3	$215K	Buy	+972	New	+$191K	0.23%	103

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

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

Talisman Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 957 shares worth $269K. The stake represents 0.2% of the portfolio and ranks #92 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in IBM as recently as Q4 2025.

Talisman Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $291K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Talisman Wealth Advisors held 957 shares of IBM worth $269K as of Q2 2026.
IBM was a new Talisman Wealth Advisors position in Q2 2026.
IBM made up 0.2% of Talisman Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Talisman Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
Talisman Wealth Advisors's IBM position peaked at $291K in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.