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Wealth Effects’s IBM IBM Stock Holding History

Wealth Effects’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 		$4.18M Buy
14,855
+2,145
+17% +$540K 1.13% 15
2026
Q1 		$3.08M Buy
12,710
+840
+7% +$227K 1.09% 16
2025
Q4 		$3.52M Sell
11,870
-1,672
-12% -$501K 1.1% 14
2025
Q3 		$3.82M Buy
13,542
+865
+7% +$226K 1.23% 13
2025
Q2 		$3.74M Buy
12,677
+985
+8% +$254K 1.4% 12
2025
Q1 		$2.91M Sell
11,692
-1,550
-12% -$379K 1.22% 12
2024
Q4 		$2.91M Sell
13,242
-1,469
-10% -$327K 1.03% 14
2024
Q3 		$3.25M Buy
14,711
+700
+5% +$137K 1.14% 13
2024
Q2 		$2.42M Sell
14,011
-135
-1% -$23.5K 0.88% 16
2024
Q1 		$2.7M Buy
14,146
+1,954
+16% +$356K 1% 14
2023
Q4 		$1.99M Buy
12,192
+3,065
+34% +$463K 0.75% 20
2023
Q3 		$1.28M Sell
9,127
-1,071
-11% -$152K 0.63% 35
2023
Q2 		$1.36M Sell
10,198
-649
-6% -$83.8K 0.6% 37
2023
Q1 		$1.42M Buy
10,847
+1,146
+12% +$153K 0.73% 32
2022
Q4 		$1.37M Buy
9,701
+210
+2% +$29K 0.78% 33
2022
Q3 		$1.13M Sell
9,491
-298
-3% -$39.1K 0.69% 33
2022
Q2 		$1.38M Buy
9,789
+725
+8% +$97.9K 0.83% 28
2022
Q1 		$1.18M Buy
9,064
+2,309
+34% +$301K 0.55% 44
2021
Q4 		$903K Buy
+6,755
New +$847K 0.37% 59

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

Wealth Effects's IBM Position: Q2 2026 in Review

Wealth Effects increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $540K and bringing the position to 14,855 shares worth $4.18M. The position accounts for 1.13% of the portfolio, ranked #15.

Wealth Effects first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Effects held 14,855 shares of IBM worth $4.18M as of Q2 2026.
  • Wealth Effects bought 2,145 IBM shares in Q2 2026, an estimated $540K.
  • IBM made up 1.13% of Wealth Effects's portfolio in Q2 2026, its #15 holding.
  • Wealth Effects first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.