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Vanguard Capital Wealth Advisors’s IBM IBM Stock Holding History

Vanguard Capital 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 		$270K Buy
960
+50
+5% +$12.6K 0.18% 100
2026
Q1 		$221K Sell
910
-50
-5% -$13.5K 0.2% 98
2025
Q4 		$284K Hold
960
– – 0.23% 91
2025
Q3 		$271K Hold
960
– – 0.22% 100
2025
Q2 		$283K Hold
960
– – 0.28% 75
2025
Q1 		$239K Buy
960
+50
+5% +$12.2K 0.29% 84
2024
Q4 		$200K Hold
910
– – 0.22% 98
2024
Q3 		$201K Sell
910
-978
-52% -$192K 0.21% 99
2024
Q2 		$327K Buy
1,888
+9
+0.5% +$1.56K 0.22% 92
2024
Q1 		$359K Buy
1,879
+9
+0.5% +$1.64K 0.25% 80
2023
Q4 		$306K Sell
1,870
-91
-5% -$13.8K 0.25% 87
2023
Q3 		$275K Buy
1,961
+11
+0.6% +$1.56K 0.25% 81
2023
Q2 		$261K Sell
1,950
-89
-4% -$11.5K 0.24% 92
2023
Q1 		$267K Buy
2,039
+12
+0.6% +$1.6K 0.27% 87
2022
Q4 		$286K Buy
2,027
+10
+0.5% +$1.38K 0.33% 77
2022
Q3 		$240K Buy
2,017
+32
+2% +$4.2K 0.29% 80
2022
Q2 		$280K Sell
1,985
-590
-23% -$79.6K 0.32% 80
2022
Q1 		$334K Buy
2,575
+312
+14% +$40.7K 0.24% 97
2021
Q4 		$302K Buy
2,263
+525
+30% +$65.8K 0.22% 95
2021
Q3 		$231 Buy
1,738
+10
+0.6% +$1.34K 0.15% 122
2021
Q2 		$242K Buy
1,728
+10
+0.6% +$1.37K 0.18% 120
2021
Q1 		$222K Buy
+1,718
New +$206K 0.19% 113

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IBM Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 960 shares worth $270K. The position accounts for 0.18% of the portfolio, ranked #100.

Vanguard Capital Wealth Advisors first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. The position peaked at $359K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 960 shares of IBM worth $270K as of Q2 2026.
  • Vanguard Capital Wealth Advisors bought 50 IBM shares in Q2 2026, an estimated $12.6K.
  • IBM made up 0.18% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Vanguard Capital Wealth Advisors first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Capital Wealth Advisors's IBM position peaked at $359K in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.