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Wealth Quarterback’s IBM IBM Stock Holding History

Wealth Quarterback’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 		$1.48M Buy
5,246
+216
+4% +$54.4K 0.46% 45
2026
Q1 		$1.22M Buy
5,030
+359
+8% +$97.1K 0.48% 42
2025
Q4 		$1.38M Buy
4,671
+192
+4% +$57.5K 0.5% 38
2025
Q3 		$1.26M Buy
4,479
+1,166
+35% +$305K 0.49% 43
2025
Q2 		$977K Sell
3,313
-194
-6% -$50K 0.46% 53
2025
Q1 		$872K Buy
3,507
+267
+8% +$65.3K 0.49% 51
2024
Q4 		$712K Sell
3,240
-186
-5% -$41.4K 0.33% 53
2024
Q3 		$757K Sell
3,426
-45
-1% -$8.82K 0.39% 55
2024
Q2 		$600K Sell
3,471
-43
-1% -$7.47K 0.34% 61
2024
Q1 		$671K Buy
3,514
+10
+0.3% +$1.82K 0.37% 61
2023
Q4 		$573K Sell
3,504
-312
-8% -$47.1K 0.35% 67
2023
Q3 		$535K Sell
3,816
-16
-0.4% -$2.28K 0.46% 55
2023
Q2 		$513K Buy
3,832
+132
+4% +$17K 0.36% 62
2023
Q1 		$485K Buy
3,700
+41
+1% +$5.49K 0.41% 57
2022
Q4 		$516K Buy
3,659
+183
+5% +$25.2K 0.43% 53
2022
Q3 		$413K Buy
3,476
+93
+3% +$12.2K 0.44% 58
2022
Q2 		$478K Buy
+3,383
New +$457K 0.37% 58
2021
Q3 		$412K Sell
3,101
-282
-8% -$37.7K 0.27% 73
2021
Q2 		$474K Buy
+3,383
New +$463K 0.29% 70
2020
Q4 		$464K Sell
3,857
-1,300
-25% -$150K 0.39% 62
2020
Q3 		$595K Hold
5,157
– – 0.55% 50
2020
Q2 		$595K Sell
5,157
-1,299
-20% -$151K 0.55% 50
2020
Q1 		$621K Sell
6,456
-212
-3% -$26.8K 0.57% 40
2019
Q4 		$855K Buy
+6,668
New +$867K 0.74% 30

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 Quarterback's IBM Position: Q2 2026 in Review

Wealth Quarterback increased its IBM (IBM) stake by 4.3% in Q2 2026, buying an estimated $54.4K and bringing the position to 5,246 shares worth $1.48M. The position accounts for 0.46% of the portfolio, ranked #45.

Wealth Quarterback first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Quarterback held 5,246 shares of IBM worth $1.48M as of Q2 2026.
  • Wealth Quarterback bought 216 IBM shares in Q2 2026, an estimated $54.4K.
  • IBM made up 0.46% of Wealth Quarterback's portfolio in Q2 2026, its #45 holding.
  • Wealth Quarterback first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.