Wealthfront Advisers’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
$37.3M Sell
132,528
-1,619
-1% -$408K 0.07% 102
2026
Q1
$32.5M Buy
134,147
+3,481
+3% +$942K 0.07% 102
2025
Q4
$38.7M Buy
130,666
+4,920
+4% +$1.47M 0.09% 82
2025
Q3
$35.5M Sell
125,746
-3,509
-3% -$918K 0.08% 82
2025
Q2
$38.1M Buy
129,255
+7,226
+6% +$1.86M 0.1% 76
2025
Q1
$30.3M Buy
122,029
+17,144
+16% +$4.19M 0.08% 79
2024
Q4
$23.1M Buy
104,885
+9,307
+10% +$2.07M 0.07% 86
2024
Q3
$21.1M Buy
95,578
+1,951
+2% +$383K 0.07% 85
2024
Q2
$16.2M Buy
93,627
+1,180
+1% +$205K 0.05% 98
2024
Q1
$17.7M Buy
92,447
+6,107
+7% +$1.11M 0.06% 90
2023
Q4
$14.1M Buy
86,340
+19,047
+28% +$2.88M 0.05% 102
2023
Q3
$9.44M Buy
67,293
+6,858
+11% +$976K 0.04% 126
2023
Q2
$8.09M Sell
60,435
-1,692
-3% -$218K 0.03% 150
2023
Q1
$8.14M Sell
62,127
-7,202
-10% -$963K 0.04% 145
2022
Q4
$9.77M Buy
69,329
+1,969
+3% +$272K 0.05% 119
2022
Q3
$8M Sell
67,360
-18,448
-21% -$2.42M 0.04% 113
2022
Q2
$12.1M Buy
85,808
+32,536
+61% +$4.39M 0.06% 75
2022
Q1
$6.93M Sell
53,272
-3,589
-6% -$468K 0.03% 155
2021
Q4
$7.6M Buy
56,861
+8,746
+18% +$1.1M 0.03% 132
2021
Q3
$6.39M Buy
48,115
+4,777
+11% +$639K 0.03% 127
2021
Q2
$6.07M Buy
43,338
+7,022
+19% +$960K 0.03% 120
2021
Q1
$4.63M Buy
36,316
+2,193
+6% +$262K 0.02% 125
2020
Q4
$4.11M Buy
34,123
+1,347
+4% +$156K 0.02% 111
2020
Q3
$3.81M Buy
32,776
+2,228
+7% +$262K 0.03% 98
2020
Q2
$3.53M Sell
30,548
-4,040
-12% -$469K 0.03% 100
2020
Q1
$3.67M Buy
34,588
+6,931
+25% +$876K 0.03% 84
2019
Q4
$3.54M Sell
27,657
-503
-2% -$65.4K 0.03% 107
2019
Q3
$3.92M Buy
28,160
+911
+3% +$123K 0.03% 87
2019
Q2
$3.59M Buy
27,249
+892
+3% +$117K 0.03% 90
2019
Q1
$3.56M Sell
26,357
-1,426
-5% -$182K 0.03% 92
2018
Q4
$3.02M Buy
+27,783
New +$3.33M 0.03% 90

Other funds holding IBM

Wealthfront Advisers's IBM Position: Q2 2026 in Review

Wealthfront Advisers reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $408K and leaving 132,528 shares worth $37.3M. The position accounts for 0.07% of the portfolio, ranked #102.

Wealthfront Advisers first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.7M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealthfront Advisers held 132,528 shares of IBM worth $37.3M as of Q2 2026.
  • Wealthfront Advisers sold 1,619 IBM shares in Q2 2026, an estimated $408K.
  • IBM made up 0.07% of Wealthfront Advisers's portfolio in Q2 2026, its #102 holding.
  • Wealthfront Advisers first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
  • Wealthfront Advisers's IBM position peaked at $38.7M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.