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Twelve Points Wealth Management’s IBM IBM Stock Holding History

Twelve Points 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 		$1.36M Sell
4,833
-943
-16% -$238K 0.27% 76
2026
Q1 		$1.4M Sell
5,776
-244
-4% -$66K 0.31% 68
2025
Q4 		$1.83M Sell
6,020
-1,620
-21% -$485K 0.41% 49
2025
Q3 		$2.16M Sell
7,640
-4,963
-39% -$1.3M 0.54% 41
2025
Q2 		$3.72M Sell
12,603
-281
-2% -$72.4K 1% 19
2025
Q1 		$3.2M Sell
12,884
-616
-5% -$151K 0.87% 22
2024
Q4 		$2.97M Buy
13,500
+1,221
+10% +$272K 0.85% 24
2024
Q3 		$2.71M Buy
12,279
+1,076
+10% +$211K 0.85% 23
2024
Q2 		$1.94M Buy
11,203
+1,257
+13% +$218K 0.68% 30
2024
Q1 		$1.9M Buy
9,946
+290
+3% +$52.9K 0.7% 29
2023
Q4 		$1.58M Buy
9,656
+398
+4% +$60.1K 0.75% 32
2023
Q3 		$1.3M Buy
9,258
+839
+10% +$119K 0.65% 46
2023
Q2 		$1.13M Buy
8,419
+1,455
+21% +$188K 0.6% 50
2023
Q1 		$913K Buy
6,964
+2,101
+43% +$281K 0.52% 61
2022
Q4 		$685K Buy
4,863
+23
+0.5% +$3.17K 0.47% 63
2022
Q3 		$575K Buy
4,840
+203
+4% +$26.6K 0.45% 76
2022
Q2 		$655K Buy
4,637
+925
+25% +$125K 0.5% 70
2022
Q1 		$483K Buy
3,712
+1,163
+46% +$152K 0.36% 101
2021
Q4 		$341K Buy
+2,549
New +$320K 0.28% 122

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

Twelve Points Wealth Management's IBM Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $238K and leaving 4,833 shares worth $1.36M. The position accounts for 0.27% of the portfolio, ranked #76.

Twelve Points Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.72M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Twelve Points Wealth Management held 4,833 shares of IBM worth $1.36M as of Q2 2026.
  • Twelve Points Wealth Management sold 943 IBM shares in Q2 2026, an estimated $238K.
  • IBM made up 0.27% of Twelve Points Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Twelve Points Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's IBM position peaked at $3.72M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.