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Wagner Wealth Management (Pennsylvania)’s IBM IBM Stock Holding History

Wagner Wealth Management (Pennsylvania)’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 		$549K Buy
+1,951
New +$492K 0.44% 55
2026
Q1 		– Sell
-1,793
Closed -$531K – 115
2025
Q4 		$531K Buy
+1,793
New +$537K 0.52% 59

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

Wagner Wealth Management (Pennsylvania)'s IBM Position: Q2 2026 in Review

Wagner Wealth Management (Pennsylvania) opened a new position in IBM (IBM) in Q2 2026: 1,951 shares worth $549K. The stake represents 0.44% of the portfolio and ranks #55 among its holdings. This is a return to the name: Wagner Wealth Management (Pennsylvania) previously reported a position in IBM as recently as Q4 2025.

Wagner Wealth Management (Pennsylvania) first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wagner Wealth Management (Pennsylvania) held 1,951 shares of IBM worth $549K as of Q2 2026.
  • IBM was a new Wagner Wealth Management (Pennsylvania) position in Q2 2026.
  • IBM made up 0.44% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #55 holding.
  • Wagner Wealth Management (Pennsylvania) first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 10 Aug 2026.