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Tower Wealth Partners’s IBM IBM Stock Holding History

Tower Wealth Partners’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 		$582K Sell
2,070
-160
-7% -$40.3K 0.29% 40
2026
Q1 		$541K Sell
2,230
-269
-11% -$72.8K 0.3% 39
2025
Q4 		$740K Buy
2,499
+76
+3% +$22.8K 0.41% 29
2025
Q3 		$684K Sell
2,423
-209
-8% -$54.7K 0.38% 30
2025
Q2 		$776K Buy
2,632
+129
+5% +$33.2K 0.46% 25
2025
Q1 		$622K Buy
2,503
+127
+5% +$31.1K 0.33% 28
2024
Q4 		$522K Buy
2,376
+45
+2% +$10K 0.27% 33
2024
Q3 		$515K Buy
2,331
+300
+15% +$58.8K 0.3% 29
2024
Q2 		$351K Sell
2,031
-10
-0.5% -$1.74K 0.22% 42
2024
Q1 		$390K Buy
2,041
+421
+26% +$76.8K 0.25% 40
2023
Q4 		$265K Buy
+1,620
New +$245K 0.19% 48

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

Tower Wealth Partners's IBM Position: Q2 2026 in Review

Tower Wealth Partners reduced its IBM (IBM) stake by 7.2% in Q2 2026, selling an estimated $40.3K and leaving 2,070 shares worth $582K. The position accounts for 0.29% of the portfolio, ranked #40.

Tower Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $776K in Q2 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tower Wealth Partners held 2,070 shares of IBM worth $582K as of Q2 2026.
  • Tower Wealth Partners sold 160 IBM shares in Q2 2026, an estimated $40.3K.
  • IBM made up 0.29% of Tower Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Tower Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Tower Wealth Partners's IBM position peaked at $776K in Q2 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.