Wealth Management Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.4M | Buy |
4,992
+1,049
| +27% | +$264K | 0.39% | 52 |
|
|
2026
Q1 | $956K | Sell |
3,943
-2,032
| -34% | -$550K | 0.33% | 63 |
|
|
2025
Q4 | $1.77M | Buy |
5,975
+426
| +8% | +$128K | 0.62% | 38 |
|
|
2025
Q3 | $1.57M | Buy |
5,549
+450
| +9% | +$118K | 0.56% | 43 |
|
|
2025
Q2 | $1.5M | Buy |
5,099
+11
| +0.2% | +$2.83K | 0.59% | 39 |
|
|
2025
Q1 | $1.27M | Buy |
5,088
+26
| +0.5% | +$6.36K | 0.54% | 41 |
|
|
2024
Q4 | $1.11M | Sell |
5,062
-136
| -3% | -$30.3K | 0.48% | 47 |
|
|
2024
Q3 | $1.15M | Buy |
5,198
+46
| +0.9% | +$9.02K | 0.51% | 44 |
|
|
2024
Q2 | $891K | Hold |
5,152
| – | – | 0.42% | 54 |
|
|
2024
Q1 | $891K | Sell |
5,152
-1,240
| -19% | -$226K | 0.42% | 54 |
|
|
2023
Q4 | $1.05M | Buy |
6,392
+65
| +1% | +$9.82K | 0.55% | 44 |
|
|
2023
Q3 | $888K | Sell |
6,327
-385
| -6% | -$54.8K | 0.52% | 44 |
|
|
2023
Q2 | $898K | Sell |
6,712
-200
| -3% | -$25.8K | 0.51% | 45 |
|
|
2023
Q1 | $906K | Sell |
6,912
-378
| -5% | -$50.6K | 0.56% | 43 |
|
|
2022
Q4 | $1.03M | Sell |
7,290
-1,171
| -14% | -$162K | 0.68% | 34 |
|
|
2022
Q3 | $1.01M | Buy |
8,461
+404
| +5% | +$53K | 0.71% | 34 |
|
|
2022
Q2 | $1.14M | Buy |
8,057
+33
| +0.4% | +$4.45K | 0.78% | 29 |
|
|
2022
Q1 | $1.04M | Buy |
8,024
+385
| +5% | +$50.2K | 0.59% | 38 |
|
|
2021
Q4 | $1.02M | Buy |
7,639
+1,285
| +20% | +$161K | 0.55% | 40 |
|
|
2021
Q3 | $844K | Sell |
6,354
-1,964
| -24% | -$263K | 0.49% | 48 |
|
|
2021
Q2 | $1.17M | Sell |
8,318
-78
| -0.9% | -$10.7K | 0.66% | 33 |
|
|
2021
Q1 | $1.07M | Sell |
8,396
-787
| -9% | -$94.2K | 0.68% | 30 |
|
|
2020
Q4 | $1.11M | Sell |
9,183
-390
| -4% | -$45.1K | 0.73% | 29 |
|
|
2020
Q3 | $1.11M | Buy |
9,573
+3,798
| +66% | +$447K | 0.86% | 27 |
|
|
2020
Q2 | $667K | Buy |
5,775
+51
| +0.9% | +$5.92K | 0.56% | 49 |
|
|
2020
Q1 | $607K | Buy |
5,724
+276
| +5% | +$34.9K | 0.61% | 42 |
|
|
2019
Q4 | $698K | Buy |
5,448
+249
| +5% | +$32.4K | 0.5% | 47 |
|
|
2019
Q3 | $723K | Sell |
5,199
-71
| -1% | -$9.58K | 0.58% | 37 |
|
|
2019
Q2 | $695K | Sell |
5,270
-70
| -1% | -$9.2K | 0.69% | 33 |
|
|
2019
Q1 | $720K | Buy |
5,340
+398
| +8% | +$50.7K | 0.79% | 30 |
|
|
2018
Q4 | $537K | Buy |
+4,942
| New | +$593K | 0.72% | 33 |
|
Other funds holding IBM
Wealth Management Associates's IBM Position: Q2 2026 in Review
Wealth Management Associates increased its IBM (IBM) stake by 27% in Q2 2026, buying an estimated $264K and bringing the position to 4,992 shares worth $1.4M. The position accounts for 0.39% of the portfolio, ranked #52.
Wealth Management Associates first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.77M in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Wealth Management Associates held 4,992 shares of IBM worth $1.4M as of Q2 2026.
- Wealth Management Associates bought 1,049 IBM shares in Q2 2026, an estimated $264K.
- IBM made up 0.39% of Wealth Management Associates's portfolio in Q2 2026, its #52 holding.
- Wealth Management Associates first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- Wealth Management Associates's IBM position peaked at $1.77M in Q4 2025.
- 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.