VWM
IBM icon

Vertrix Wealth Management’s IBM IBM Stock Holding History

Vertrix Wealth Management’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 		$3.71M Sell
13,194
-2,173
-14% -$547K 1.25% 33
2026
Q1 		$3.72M Buy
+15,367
New +$4.16M 1.37% 30

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

Vertrix Wealth Management's IBM Position: Q2 2026 in Review

Vertrix Wealth Management reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $547K and leaving 13,194 shares worth $3.71M. The position accounts for 1.25% of the portfolio, ranked #33.

Vertrix Wealth Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.72M in Q1 2026. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vertrix Wealth Management held 13,194 shares of IBM worth $3.71M as of Q2 2026.
  • Vertrix Wealth Management sold 2,173 IBM shares in Q2 2026, an estimated $547K.
  • IBM made up 1.25% of Vertrix Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Vertrix Wealth Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • Vertrix Wealth Management's IBM position peaked at $3.72M in Q1 2026.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.