WCM
IBM icon

WealthBridge Capital Management’s IBM IBM Stock Holding History

WealthBridge Capital Management’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 		$486K Buy
1,730
+9
+0.5% +$2.27K 0.1% 146
2026
Q1 		$417K Buy
1,721
+553
+47% +$150K 0.1% 140
2025
Q4 		$346K Sell
1,168
-7
-0.6% -$2.1K 0.08% 155
2025
Q3 		$332K Sell
1,175
-97
-8% -$25.4K 0.08% 159
2025
Q2 		$375K Sell
1,272
-19
-1% -$4.89K 0.1% 146
2025
Q1 		$321K Sell
1,291
-9
-0.7% -$2.2K 0.09% 147
2024
Q4 		$286K Hold
1,300
– – 0.08% 158
2024
Q3 		$287K Sell
1,300
-33
-2% -$6.47K 0.08% 163
2024
Q2 		$231K Sell
1,333
-74
-5% -$12.9K 0.08% 165
2024
Q1 		$269K Sell
1,407
-40
-3% -$7.3K 0.09% 143
2023
Q4 		$237K Sell
1,447
-21
-1% -$3.17K 0.09% 151
2023
Q3 		$206K Buy
+1,468
New +$209K 0.09% 166
2023
Q1 		– Sell
-1,455
Closed -$205K – 195
2022
Q4 		$205K Sell
1,455
-3
-0.2% -$414 0.09% 185
2022
Q3 		$206K Hold
1,458
– – 0.09% 186
2022
Q2 		$206K Buy
+1,458
New +$197K 0.09% 186
2022
Q1 		– Sell
-1,516
Closed -$203K – 191
2021
Q4 		$203K Sell
1,516
-325
-18% -$40.8K 0.08% 161
2021
Q3 		$245K Sell
1,841
-6
-0.3% -$802 0.09% 148
2021
Q2 		$259K Hold
1,847
– – 0.09% 140
2021
Q1 		$235K Buy
1,847
+154
+9% +$18.4K 0.1% 135
2020
Q4 		$204K Buy
+1,693
New +$196K 0.09% 139
2019
Q2 		– Sell
-329
Closed -$43K – 445
2019
Q1 		$43K Buy
329
+64
+24% +$8.16K 0.03% 310
2018
Q4 		$29K Buy
+265
New +$31.8K 0.02% 334

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthBridge Capital Management's IBM Position: Q2 2026 in Review

WealthBridge Capital Management increased its IBM (IBM) stake by 0.52% in Q2 2026, buying an estimated $2.27K and bringing the position to 1,730 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #146.

WealthBridge Capital Management first reported a position in IBM in Q4 2018 and has held it in 22 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WealthBridge Capital Management held 1,730 shares of IBM worth $486K as of Q2 2026.
  • WealthBridge Capital Management bought 9 IBM shares in Q2 2026, an estimated $2.27K.
  • IBM made up 0.1% of WealthBridge Capital Management's portfolio in Q2 2026, its #146 holding.
  • WealthBridge Capital Management first reported a position in IBM in Q4 2018 and has held it in 22 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.