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Westend Capital Management’s IBM IBM Stock Holding History

Westend Capital Management’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 		$32.9K Buy
117
+66
+129% +$16.6K 0.01% 117
2026
Q1 		$12.4K Hold
51
– – ﹤0.01% 148
2025
Q4 		$15.1K Buy
51
+11
+28% +$3.29K ﹤0.01% 133
2025
Q3 		$11.3K Hold
40
– – ﹤0.01% 133
2025
Q2 		$11.8K Hold
40
– – ﹤0.01% 123
2025
Q1 		$9.95K Hold
40
– – ﹤0.01% 118
2024
Q4 		$8.79K Hold
40
– – ﹤0.01% 128
2024
Q3 		$8.84K Hold
40
– – ﹤0.01% 137
2024
Q2 		$7K Sell
40
-4
-9% -$695 ﹤0.01% 123
2024
Q1 		$8.4K Buy
+44
New +$8.03K ﹤0.01% 136
2016
Q3 		$263K Sell
1,731
-47
-3% -$7.13K 0.37% 54
2016
Q2 		$258K Buy
+1,778
New +$255K 0.37% 54

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

Westend Capital Management's IBM Position: Q2 2026 in Review

Westend Capital Management increased its IBM (IBM) stake by 129% in Q2 2026, buying an estimated $16.6K and bringing the position to 117 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #117.

Westend Capital Management first reported a position in IBM in Q2 2016 and has held it in 12 quarters since. The position peaked at $263K in Q3 2016. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Westend Capital Management held 117 shares of IBM worth $32.9K as of Q2 2026.
  • Westend Capital Management bought 66 IBM shares in Q2 2026, an estimated $16.6K.
  • IBM made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #117 holding.
  • Westend Capital Management first reported a position in IBM in Q2 2016 and has held it in 12 quarters since.
  • Westend Capital Management's IBM position peaked at $263K in Q3 2016.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.