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Wagner Wealth Management (South Carolina)’s IBM IBM Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$2.71M Buy
9,648
+184
+2% +$46.4K 0.5% 34
2026
Q1 		$2.29M Buy
9,464
+512
+6% +$139K 0.46% 37
2025
Q4 		$2.65M Sell
8,952
-2,570
-22% -$770K 0.56% 30
2025
Q3 		$3.25M Sell
11,522
-13
-0.1% -$3.4K 0.75% 26
2025
Q2 		$3.4M Buy
11,535
+235
+2% +$60.5K 0.78% 26
2025
Q1 		$2.81M Buy
11,300
+110
+1% +$26.9K 0.7% 25
2024
Q4 		$2.46M Buy
11,190
+389
+4% +$86.6K 0.63% 26
2024
Q3 		$2.39M Sell
10,801
-2,161
-17% -$424K 0.64% 28
2024
Q2 		$2.24M Sell
12,962
-3,098
-19% -$538K 0.67% 29
2024
Q1 		$3.07M Sell
16,060
-5,614
-26% -$1.02M 0.93% 26
2023
Q4 		$3.54M Sell
21,674
-701
-3% -$106K 1.19% 18
2023
Q3 		$3.14M Buy
22,375
+311
+1% +$44.3K 1.15% 19
2023
Q2 		$2.95M Sell
22,064
-1,428
-6% -$184K 1.13% 21
2023
Q1 		$3.08M Sell
23,492
-8,367
-26% -$1.12M 1.4% 17
2022
Q4 		$4.49M Buy
31,859
+2,761
+9% +$381K 2.78% 7
2022
Q3 		$3.46M Buy
29,098
+1,411
+5% +$185K 2.56% 8
2022
Q2 		$3.91M Buy
27,687
+8,058
+41% +$1.09M 3.11% 6
2022
Q1 		$2.55M Buy
19,629
+88
+0.5% +$11.5K 1.78% 12
2021
Q4 		$2.61M Buy
19,541
+1,213
+7% +$152K 2% 9
2021
Q3 		$2.19M Buy
18,328
+847
+5% +$113K 1.75% 11
2021
Q2 		$2.45M Buy
17,481
+5,070
+41% +$693K 1.76% 12
2021
Q1 		$1.58M Buy
12,411
+5,539
+81% +$663K 1.24% 18
2020
Q4 		$827K Buy
+6,872
New +$794K 0.79% 38
2018
Q3 		$679K Buy
4,695
+1,410
+43% +$197K 0.45% 61
2018
Q2 		$439K Sell
3,285
-53
-2% -$7.39K 0.32% 73
2018
Q1 		$490K Buy
3,338
+400
+14% +$60.5K 0.37% 61
2017
Q4 		$461K Buy
+2,938
New +$427K 0.34% 67

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

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

Wagner Wealth Management (South Carolina) increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $46.4K and bringing the position to 9,648 shares worth $2.71M. The position accounts for 0.5% of the portfolio, ranked #34.

Wagner Wealth Management (South Carolina) first reported a position in IBM in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.49M in Q4 2022. 3,610 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 9,648 shares of IBM worth $2.71M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 184 IBM shares in Q2 2026, an estimated $46.4K.
  • IBM made up 0.5% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #34 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in IBM in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s IBM position peaked at $4.49M in Q4 2022.
  • 3,610 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.