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Trajan Wealth’s IBM IBM Stock Holding History

Trajan Wealth’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 		$8.11M Buy
28,847
+5,853
+25% +$1.47M 0.31% 82
2026
Q1 		$5.57M Buy
22,994
+4,286
+23% +$1.16M 0.23% 81
2025
Q4 		$5.54M Sell
18,708
-341
-2% -$102K 0.23% 72
2025
Q3 		$5.37M Sell
19,049
-3
-0% -$785 0.23% 72
2025
Q2 		$5.62M Sell
19,052
-139
-0.7% -$35.8K 0.27% 65
2025
Q1 		$4.77M Sell
19,191
-7,243
-27% -$1.77M 0.26% 87
2024
Q4 		$5.81M Sell
26,434
-976
-4% -$217K 0.32% 60
2024
Q3 		$6.06M Sell
27,410
-105
-0.4% -$20.6K 0.36% 59
2024
Q2 		$4.76M Buy
27,515
+33
+0.1% +$5.73K 0.31% 64
2024
Q1 		$5.25M Buy
+27,482
New +$5.01M 0.36% 61

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 $3.38T AUM 44.17% 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

Trajan Wealth's IBM Position: Q2 2026 in Review

Trajan Wealth increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $1.47M and bringing the position to 28,847 shares worth $8.11M. The position accounts for 0.31% of the portfolio, ranked #82.

Trajan Wealth first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Trajan Wealth held 28,847 shares of IBM worth $8.11M as of Q2 2026.
  • Trajan Wealth bought 5,853 IBM shares in Q2 2026, an estimated $1.47M.
  • IBM made up 0.31% of Trajan Wealth's portfolio in Q2 2026, its #82 holding.
  • Trajan Wealth first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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