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Topsail Wealth Management’s IBM IBM Stock Holding History

Topsail Wealth Management’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 		$418K Sell
1,487
-26
-2% -$6.55K 0.05% 112
2026
Q1 		$367K Sell
1,513
-21
-1% -$5.68K 0.05% 114
2025
Q4 		$454K Buy
1,534
+655
+75% +$196K 0.07% 96
2025
Q3 		$248K Hold
879
– – 0.04% 131
2025
Q2 		$259K Sell
879
-23
-3% -$5.93K 0.05% 121
2025
Q1 		$224K Buy
+902
New +$221K 0.05% 125

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

Topsail Wealth Management's IBM Position: Q2 2026 in Review

Topsail Wealth Management reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $6.55K and leaving 1,487 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #112.

Topsail Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $454K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Topsail Wealth Management held 1,487 shares of IBM worth $418K as of Q2 2026.
  • Topsail Wealth Management sold 26 IBM shares in Q2 2026, an estimated $6.55K.
  • IBM made up 0.05% of Topsail Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Topsail Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Topsail Wealth Management's IBM position peaked at $454K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.