Vantus Wealth’s IBM IBM Stock Holding History

Vantus Wealth’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	$464K	Buy	+1,651	New	+$416K	0.25%	122
2025 Q4	$413K	Buy	+1,394	New	+$417K	0.3%	101

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vantus Wealth's IBM Position: Q2 2026 in Review

Vantus Wealth opened a new position in IBM (IBM) in Q2 2026: 1,651 shares worth $464K. The stake represents 0.25% of the portfolio and ranks #122 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in IBM as recently as Q4 2025.

Vantus Wealth first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Vantus Wealth held 1,651 shares of IBM worth $464K as of Q2 2026.
IBM was a new Vantus Wealth position in Q2 2026.
IBM made up 0.25% of Vantus Wealth's portfolio in Q2 2026, its #122 holding.
Vantus Wealth first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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