Wallace Advisory Group’s IBM IBM Stock Holding History

Wallace Advisory Group’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	$398K	Sell	1,417 -1	-0.1%	-$252	0.37%	71
2026 Q1	$344K	Sell	1,418 -13	-0.9%	-$3.52K	0.37%	63
2025 Q4	$424K	Sell	1,431 -15	-1%	-$4.49K	0.44%	56
2025 Q3	$426K	Sell	1,446 -22	-1%	-$5.76K	0.34%	88
2025 Q2	$365K	Sell	1,468 -2,227	-60%	-$574K	0.26%	114
2025 Q1	$812K	Buy	3,695 +3	+0.1%	+$734	0.56%	47
2024 Q4	$816K	Buy	3,692 +538	+17%	+$120K	0.56%	47
2024 Q3	$545K	Hold	3,154	–	–	0.4%	61
2024 Q2	$545K	Sell	3,154 -855	-21%	-$149K	0.39%	62
2024 Q1	$656K	Sell	4,009 -79	-2%	-$14.4K	0.49%	49
2023 Q4	$574K	Buy	4,088 +95	+2%	+$14.4K	0.45%	45
2023 Q3	$534K	Buy	3,993 +32	+0.8%	+$4.55K	0.38%	61
2023 Q2	$519K	Hold	3,961	–	–	0.4%	67
2023 Q1	$519K	Buy	3,961 +52	+1%	+$6.96K	0.4%	67
2022 Q4	$551K	Buy	+3,909	New	+$539K	0.43%	54

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

Wallace Advisory Group's IBM Position: Q2 2026 in Review

Wallace Advisory Group reduced its IBM (IBM) stake by 0.07% in Q2 2026, selling an estimated $252 and leaving 1,417 shares worth $398K. The position accounts for 0.37% of the portfolio, ranked #71.

Wallace Advisory Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $816K in Q4 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Wallace Advisory Group held 1,417 shares of IBM worth $398K as of Q2 2026.
Wallace Advisory Group sold 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.37% of Wallace Advisory Group's portfolio in Q2 2026, its #71 holding.
Wallace Advisory Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's IBM position peaked at $816K in Q4 2024.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.