WCG Wealth Advisors’s IBM IBM Stock Holding History

WCG Wealth Advisors’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	$3.8M	Buy	13,507 +822	+6%	+$207K	0.09%	207
2026 Q1	$3.07M	Buy	12,685 +1,338	+12%	+$362K	0.09%	216
2025 Q4	$3.36M	Buy	+11,347	New	+$3.4M	0.09%	198

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's IBM Position: Q2 2026 in Review

WCG Wealth Advisors increased its IBM (IBM) stake by 6.5% in Q2 2026, buying an estimated $207K and bringing the position to 13,507 shares worth $3.8M. The position accounts for 0.09% of the portfolio, ranked #207.

WCG Wealth Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

WCG Wealth Advisors held 13,507 shares of IBM worth $3.8M as of Q2 2026.
WCG Wealth Advisors bought 822 IBM shares in Q2 2026, an estimated $207K.
IBM made up 0.09% of WCG Wealth Advisors's portfolio in Q2 2026, its #207 holding.
WCG Wealth Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.