Wealthcare Capital Management’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 | $302K | Buy |
1,074
+4
| +0.4% | +$1.01K | 0.03% | 86 |
|
|
2026
Q1 | $259K | Sell |
1,070
-2
| -0.2% | -$541 | 0.03% | 85 |
|
|
2025
Q4 | $318K | Buy |
1,072
+2
| +0.2% | +$599 | 0.03% | 72 |
|
|
2025
Q3 | $302K | Buy |
+1,070
| New | +$280K | 0.03% | 74 |
|
|
2025
Q2 | – | Sell |
-845
| Closed | -$210K | – | 88 |
|
|
2025
Q1 | $210K | Buy |
+845
| New | +$207K | 0.02% | 86 |
|
|
2021
Q2 | – | Sell |
-563
| Closed | -$72K | – | 343 |
|
|
2021
Q1 | $72K | Buy |
+563
| New | +$67.4K | 0.01% | 118 |
|
|
2020
Q2 | – | Sell |
-538
| Closed | -$57K | – | 136 |
|
|
2020
Q1 | $57K | Sell |
538
-31
| -5% | -$3.92K | 0.01% | 84 |
|
|
2019
Q4 | $73K | Buy |
569
+69
| +14% | +$8.97K | 0.01% | 92 |
|
|
2019
Q3 | $69K | Buy |
500
+4
| +0.8% | +$540 | 0.01% | 90 |
|
|
2019
Q2 | $65K | Buy |
496
+4
| +0.8% | +$525 | 0.01% | 88 |
|
|
2019
Q1 | $66K | Buy |
492
+5
| +1% | +$637 | 0.01% | 86 |
|
|
2018
Q4 | $53K | Buy |
487
+4
| +0.8% | +$480 | 0.01% | 90 |
|
|
2018
Q3 | $70K | Sell |
483
-3
| -0.6% | -$419 | 0.01% | 79 |
|
|
2018
Q2 | $65K | Buy |
486
+35
| +8% | +$4.88K | 0.01% | 78 |
|
|
2018
Q1 | $66K | Buy |
451
+3
| +0.7% | +$454 | 0.01% | 76 |
|
|
2017
Q4 | $66K | Buy |
448
+3
| +0.7% | +$436 | 0.01% | 77 |
|
|
2017
Q3 | $62K | Buy |
445
+4
| +0.9% | +$557 | 0.01% | 75 |
|
|
2017
Q2 | $65K | Buy |
441
+3
| +0.7% | +$452 | 0.01% | 74 |
|
|
2017
Q1 | $73K | Buy |
438
+3
| +0.7% | +$503 | 0.01% | 70 |
|
|
2016
Q4 | $69K | Buy |
435
+65
| +18% | +$9.9K | 0.01% | 66 |
|
|
2016
Q3 | $56K | Buy |
370
+3
| +0.8% | +$455 | 0.01% | 68 |
|
|
2016
Q2 | $53K | Buy |
367
+3
| +0.8% | +$429 | 0.01% | 69 |
|
|
2016
Q1 | $53K | Sell |
364
-96
| -21% | -$12.3K | 0.01% | 78 |
|
|
2015
Q4 | $61K | Sell |
460
-92
| -17% | -$12.4K | 0.01% | 78 |
|
|
2015
Q3 | $76K | Buy |
552
+3
| +0.5% | +$443 | 0.01% | 78 |
|
|
2015
Q2 | $85K | Sell |
549
-631
| -53% | -$101K | 0.01% | 78 |
|
|
2015
Q1 | $181K | Buy |
1,180
+1,136
| +2,582% | +$172K | 0.02% | 103 |
|
|
2014
Q4 | $7K | Sell |
44
-45
| -51% | -$7.16K | ﹤0.01% | 145 |
|
|
2014
Q3 | $16K | Hold |
89
| – | – | ﹤0.01% | 119 |
|
|
2014
Q2 | $15K | Hold |
89
| – | – | ﹤0.01% | 114 |
|
|
2014
Q1 | $16K | Buy |
+89
| New | +$15.7K | ﹤0.01% | 109 |
|
Other funds holding IBM
ECSS
Wealthcare Capital Management's IBM Position: Q2 2026 in Review
Wealthcare Capital Management increased its IBM (IBM) stake by 0.37% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,074 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #86.
Wealthcare Capital Management first reported a position in IBM in Q1 2014 and has held it in 31 quarters since. The position peaked at $318K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Wealthcare Capital Management held 1,074 shares of IBM worth $302K as of Q2 2026.
- Wealthcare Capital Management bought 4 IBM shares in Q2 2026, an estimated $1.01K.
- IBM made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #86 holding.
- Wealthcare Capital Management first reported a position in IBM in Q1 2014 and has held it in 31 quarters since.
- Wealthcare Capital Management's IBM position peaked at $318K in Q4 2025.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.