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Westbourne Investments’s IBM IBM Stock Holding History

Westbourne Investments’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 		– Sell
-7,463
Closed -$1.81M – 157
2026
Q1 		$1.81M Hold
7,463
– – 0.86% 39
2025
Q4 		$2.21M Hold
7,463
– – 1.03% 33
2025
Q3 		$2.29M Sell
7,463
-40
-0.5% -$10.5K 1.1% 33
2025
Q2 		$2.21M Sell
7,503
-600
-7% -$155K 1.18% 25
2025
Q1 		$2.01M Buy
8,103
+600
+8% +$147K 1.22% 25
2024
Q4 		$1.65M Buy
+7,503
New +$1.67M 0.97% 30

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

Westbourne Investments's IBM Position: Q2 2026 in Review

Westbourne Investments sold out of IBM (IBM) in Q2 2026, closing a stake of 7,463 shares — an estimated $1.81M sold.

Westbourne Investments first reported a position in IBM in Q4 2024 and held it in 6 quarters. The position peaked at $2.29M in Q3 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Westbourne Investments reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investments sold 7,463 IBM shares in Q2 2026, an estimated $1.81M.
  • Westbourne Investments first reported a position in IBM in Q4 2024 and held it in 6 quarters.
  • Westbourne Investments's IBM position peaked at $2.29M in Q3 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.