WWC
IBM icon

Waypoint Wealth Counsel’s IBM IBM Stock Holding History

Waypoint Wealth Counsel’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 		$205K Buy
+729
New +$184K 0.13% 143
2026
Q1 		– Sell
-1,520
Closed -$450K – 259
2025
Q4 		$450K Buy
1,520
+42
+3% +$12.6K 0.17% 125
2025
Q3 		$417K Buy
1,478
+12
+0.8% +$3.14K 0.16% 120
2025
Q2 		$432K Buy
1,466
+128
+10% +$33K 0.21% 73
2025
Q1 		$333K Buy
1,338
+13
+1% +$3.18K 0.21% 68
2024
Q4 		$291K Buy
1,325
+33
+3% +$7.35K 0.19% 74
2024
Q3 		$286K Sell
1,292
-4
-0.3% -$784 0.19% 78
2024
Q2 		$224K Buy
1,296
+1
+0.1% +$174 0.17% 80
2024
Q1 		$247K Buy
1,295
+17
+1% +$3.1K 0.19% 84
2023
Q4 		$209K Sell
1,278
-165
-11% -$24.9K 0.18% 88
2023
Q3 		$202K Buy
+1,443
New +$205K 0.19% 83
2023
Q1 		– Sell
-3,801
Closed -$535K – 95
2022
Q4 		$535K Buy
+3,801
New +$524K 0.43% 48

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

Waypoint Wealth Counsel's IBM Position: Q2 2026 in Review

Waypoint Wealth Counsel opened a new position in IBM (IBM) in Q2 2026: 729 shares worth $205K. The stake represents 0.13% of the portfolio and ranks #143 among its holdings. This is a return to the name: Waypoint Wealth Counsel previously reported a position in IBM as recently as Q4 2025.

Waypoint Wealth Counsel first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $535K in Q4 2022. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Waypoint Wealth Counsel held 729 shares of IBM worth $205K as of Q2 2026.
  • IBM was a new Waypoint Wealth Counsel position in Q2 2026.
  • IBM made up 0.13% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #143 holding.
  • Waypoint Wealth Counsel first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
  • Waypoint Wealth Counsel's IBM position peaked at $535K in Q4 2022.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.