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WESPAC Advisors’s IBM IBM Stock Holding History

WESPAC Advisors’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 		$329K Hold
1,170
– – 0.16% 141
2026
Q1 		$284K Hold
1,170
– – 0.16% 137
2025
Q4 		$347K Buy
1,170
+5
+0.4% +$1.5K 0.19% 123
2025
Q3 		$329K Hold
1,165
– – 0.19% 138
2025
Q2 		$343K Hold
1,165
– – 0.24% 130
2025
Q1 		$290K Hold
1,165
– – 0.24% 124
2024
Q4 		$256K Sell
1,165
-162
-12% -$36.1K 0.19% 143
2024
Q3 		$293K Hold
1,327
– – 0.22% 128
2024
Q2 		$230K Sell
1,327
-385
-22% -$66.9K 0.18% 136
2024
Q1 		$327K Buy
1,712
+155
+10% +$28.3K 0.19% 133
2023
Q4 		$255K Buy
1,557
+101
+7% +$15.3K 0.18% 126
2023
Q3 		$204K Buy
+1,456
New +$207K 0.15% 135
2021
Q1 		– Sell
-13,130
Closed -$1.58M – 172
2020
Q4 		$1.58M Buy
13,130
+4,664
+55% +$539K 1.22% 26
2020
Q3 		$985K Sell
8,466
-284
-3% -$33.4K 1.22% 34
2020
Q2 		$1.01M Buy
+8,750
New +$1.02M 1.15% 34
2014
Q4 		– Sell
-1,506
Closed -$273K – 138
2014
Q3 		$273K Sell
1,506
-1
-0.1% -$182 0.22% 107
2014
Q2 		$261K Sell
1,507
-2,028
-57% -$365K 0.3% 97
2014
Q1 		$651K Sell
3,535
-45
-1% -$7.92K 0.56% 78
2013
Q4 		$642K Buy
3,580
+682
+24% +$118K 0.53% 83
2013
Q3 		$513K Buy
2,898
+1,725
+147% +$314K 0.6% 66
2013
Q2 		$214K Buy
+1,173
New +$228K 0.33% 89

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 $3.38T AUM 44.17% 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

WESPAC Advisors's IBM Position: Q2 2026 in Review

WESPAC Advisors held its IBM (IBM) position steady in Q2 2026 at 1,170 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #141.

WESPAC Advisors first reported a position in IBM in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.58M in Q4 2020. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WESPAC Advisors held 1,170 shares of IBM worth $329K as of Q2 2026.
  • WESPAC Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.16% of WESPAC Advisors's portfolio in Q2 2026, its #141 holding.
  • WESPAC Advisors first reported a position in IBM in Q2 2013 and has held it in 21 quarters since.
  • WESPAC Advisors's IBM position peaked at $1.58M in Q4 2020.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.