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Uniting Wealth Partners’s IBM IBM Stock Holding History

Uniting 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 		$1.26M Sell
4,473
-854
-16% -$215K 0.26% 67
2026
Q1 		$1.29M Sell
5,327
-1,309
-20% -$354K 0.27% 63
2025
Q4 		$1.97M Buy
6,636
+783
+13% +$235K 0.6% 30
2025
Q3 		$1.65M Buy
5,853
+1,127
+24% +$295K 0.39% 50
2025
Q2 		$1.39M Buy
4,726
+2
+0% +$515 0.54% 30
2025
Q1 		$1.17M Sell
4,724
-5
-0.1% -$1.22K 0.59% 25
2024
Q4 		$1.04M Buy
+4,729
New +$1.05M 0.5% 26

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

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

Uniting Wealth Partners reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $215K and leaving 4,473 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #67.

Uniting Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Uniting Wealth Partners held 4,473 shares of IBM worth $1.26M as of Q2 2026.
  • Uniting Wealth Partners sold 854 IBM shares in Q2 2026, an estimated $215K.
  • IBM made up 0.26% of Uniting Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Uniting Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's IBM position peaked at $1.97M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.