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Ullmann Wealth Partners Group’s IBM IBM Stock Holding History

Ullmann Wealth Partners Group’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 		$1.78M Buy
6,322
+336
+6% +$84.7K 0.16% 59
2026
Q1 		$1.45M Sell
5,986
-87
-1% -$23.5K 0.15% 62
2025
Q4 		$1.87M Buy
6,073
+4
+0.1% +$1.2K 0.19% 51
2025
Q3 		$1.71M Buy
6,069
+60
+1% +$15.7K 0.19% 54
2025
Q2 		$1.77M Buy
6,009
+181
+3% +$46.6K 0.21% 50
2025
Q1 		$1.45M Buy
5,828
+36
+0.6% +$8.81K 0.19% 48
2024
Q4 		$1.27M Buy
5,792
+255
+5% +$56.8K 0.16% 49
2024
Q3 		$1.22M Buy
5,537
+2,553
+86% +$501K 0.16% 50
2024
Q2 		$516K Buy
2,984
+166
+6% +$28.8K 0.07% 74
2024
Q1 		$538K Buy
2,818
+120
+4% +$21.9K 0.08% 67
2023
Q4 		$441K Buy
2,698
+19
+0.7% +$2.87K 0.07% 71
2023
Q3 		$376K Buy
2,679
+338
+14% +$48.1K 0.07% 73
2023
Q2 		$313K Sell
2,341
-6
-0.3% -$774 0.06% 79
2023
Q1 		$308K Sell
2,347
-256
-10% -$34.2K 0.07% 69
2022
Q4 		$367K Sell
2,603
-211
-7% -$29.1K 0.09% 55
2022
Q3 		$334K Buy
+2,814
New +$369K 0.09% 56
2018
Q1 		– Sell
-2,089
Closed -$326K – 53
2017
Q4 		$326K Buy
+2,089
New +$304K 0.22% 39
2017
Q3 		– Sell
-2,496
Closed -$367K – 79
2017
Q2 		$367K Buy
2,496
+365
+17% +$55K 0.26% 42
2017
Q1 		$354K Buy
+2,131
New +$357K 0.29% 37

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

Ullmann Wealth Partners Group's IBM Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its IBM (IBM) stake by 5.6% in Q2 2026, buying an estimated $84.7K and bringing the position to 6,322 shares worth $1.78M. The position accounts for 0.16% of the portfolio, ranked #59.

Ullmann Wealth Partners Group first reported a position in IBM in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.87M in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ullmann Wealth Partners Group held 6,322 shares of IBM worth $1.78M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 336 IBM shares in Q2 2026, an estimated $84.7K.
  • IBM made up 0.16% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #59 holding.
  • Ullmann Wealth Partners Group first reported a position in IBM in Q1 2017 and has held it in 19 quarters since.
  • Ullmann Wealth Partners Group's IBM position peaked at $1.87M in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.