Walsh & Associates’s IBM IBM Stock Holding History

Walsh & Associates’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	–	Sell	-1	Closed	-$242	–	263
2026 Q1	$242	Buy	+1	New	+$271	﹤0.01%	263

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

Walsh & Associates's IBM Position: Q2 2026 in Review

Walsh & Associates sold out of IBM (IBM) in Q2 2026, closing a stake of 1 share — an estimated $242 sold.

Walsh & Associates first reported a position in IBM in Q1 2026 and held it in 1 quarter. The position peaked at $242 in Q1 2026. 3,610 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Walsh & Associates reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 1 IBM share in Q2 2026, an estimated $242.
Walsh & Associates first reported a position in IBM in Q1 2026 and held it in 1 quarter.
Walsh & Associates's IBM position peaked at $242 in Q1 2026.
3,610 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.