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Twin Peaks Wealth Advisors’s IBM IBM Stock Holding History

Twin Peaks 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 		$302K Buy
1,073
+47
+5% +$11.8K 0.07% 167
2026
Q1 		$249K Buy
1,026
+20
+2% +$5.41K 0.06% 158
2025
Q4 		$298K Buy
1,006
+115
+13% +$34.4K 0.09% 141
2025
Q3 		$251K Sell
891
-106
-11% -$27.7K 0.09% 145
2025
Q2 		$234K Buy
997
+51
+5% +$13.1K 0.08% 142
2025
Q1 		$228K Buy
+946
New +$231K 0.1% 126

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

Twin Peaks Wealth Advisors's IBM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its IBM (IBM) stake by 4.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,073 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #167.

Twin Peaks Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,073 shares of IBM worth $302K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 47 IBM shares in Q2 2026, an estimated $11.8K.
  • IBM made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • Twin Peaks Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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