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Wealth Management Strategies’s IBM IBM Stock Holding History

Wealth Management Strategies’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 		$667K Buy
2,371
+14
+0.6% +$3.53K 0.26% 23
2026
Q1 		$571K Buy
2,357
+16
+0.7% +$4.33K 0.26% 22
2025
Q4 		$693K Buy
2,341
+13
+0.6% +$3.89K 0.32% 20
2025
Q3 		$657K Buy
2,328
+15
+0.6% +$3.93K 0.33% 20
2025
Q2 		$682K Buy
2,313
+14
+0.6% +$3.61K 0.37% 20
2025
Q1 		$572K Buy
2,299
+8
+0.3% +$1.96K 0.38% 21
2024
Q4 		$504K Buy
+2,291
New +$510K 0.39% 21

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 Management Strategies's IBM Position: Q2 2026 in Review

Wealth Management Strategies increased its IBM (IBM) stake by 0.59% in Q2 2026, buying an estimated $3.53K and bringing the position to 2,371 shares worth $667K. The position accounts for 0.26% of the portfolio, ranked #23.

Wealth Management Strategies first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $693K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Management Strategies held 2,371 shares of IBM worth $667K as of Q2 2026.
  • Wealth Management Strategies bought 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.26% of Wealth Management Strategies's portfolio in Q2 2026, its #23 holding.
  • Wealth Management Strategies first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Wealth Management Strategies's IBM position peaked at $693K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.