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West Wealth Group’s IBM IBM Stock Holding History

West Wealth Group’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 		$548K Buy
1,949
+112
+6% +$28.2K 0.09% 82
2026
Q1 		$445K Buy
1,837
+96
+6% +$26K 0.09% 85
2025
Q4 		$516K Sell
1,741
-172
-9% -$51.5K 0.11% 65
2025
Q3 		$537K Buy
1,913
+374
+24% +$97.9K 0.12% 62
2025
Q2 		$388K Buy
1,539
+427
+38% +$110K 0.1% 69
2025
Q1 		$279K Buy
+1,112
New +$272K 0.08% 78

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

West Wealth Group's IBM Position: Q2 2026 in Review

West Wealth Group increased its IBM (IBM) stake by 6.1% in Q2 2026, buying an estimated $28.2K and bringing the position to 1,949 shares worth $548K. The position accounts for 0.09% of the portfolio, ranked #82.

West Wealth Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • West Wealth Group held 1,949 shares of IBM worth $548K as of Q2 2026.
  • West Wealth Group bought 112 IBM shares in Q2 2026, an estimated $28.2K.
  • IBM made up 0.09% of West Wealth Group's portfolio in Q2 2026, its #82 holding.
  • West Wealth Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.