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Western Wealth Management’s IBM IBM Stock Holding History

Western Wealth 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 		$3.23M Buy
11,470
+257
+2% +$64.8K 0.11% 202
2026
Q1 		$2.72M Buy
11,213
+3,409
+44% +$922K 0.1% 217
2025
Q4 		$2.31M Buy
7,804
+1,093
+16% +$327K 0.11% 195
2025
Q3 		$1.89M Sell
6,711
-521
-7% -$136K 0.1% 191
2025
Q2 		$2.13M Buy
7,232
+648
+10% +$167K 0.13% 159
2025
Q1 		$1.64M Sell
6,584
-2,475
-27% -$605K 0.11% 190
2024
Q4 		$1.99M Sell
9,059
-7,854
-46% -$1.75M 0.11% 193
2024
Q3 		$3.74M Buy
16,913
+11,686
+224% +$2.29M 0.21% 96
2024
Q2 		$904K Hold
5,227
– – 0.07% 246
2024
Q1 		$998K Sell
5,227
-2,879
-36% -$525K 0.08% 232
2023
Q4 		$1.33M Sell
8,106
-818
-9% -$124K 0.1% 223
2023
Q3 		$1.25M Buy
8,924
+995
+13% +$142K 0.11% 205
2023
Q2 		$1.06M Sell
7,929
-276
-3% -$35.6K 0.09% 228
2023
Q1 		$1.08M Buy
8,205
+316
+4% +$42.3K 0.1% 220
2022
Q4 		$1.11M Sell
7,889
-4,849
-38% -$669K 0.11% 199
2022
Q3 		$1.56M Buy
12,738
+751
+6% +$98.6K 0.09% 224
2022
Q2 		$1.69M Buy
11,987
+2,910
+32% +$393K 0.1% 209
2022
Q1 		$1.18M Buy
9,077
+6,194
+215% +$808K 0.06% 309
2021
Q4 		$386K Buy
+2,883
New +$362K 0.04% 388
2021
Q2 		$525K Buy
3,747
+1,107
+42% +$151K 0.05% 346
2021
Q1 		$336K Buy
2,640
+521
+25% +$62.4K 0.05% 381
2020
Q4 		$255K Sell
2,119
-1,005
-32% -$116K 0.04% 387
2020
Q3 		$364K Sell
3,124
-13
-0.4% -$1.53K 0.06% 295
2020
Q2 		$363K Buy
3,137
+135
+4% +$15.7K 0.07% 277
2020
Q1 		$319K Buy
3,002
+149
+5% +$18.8K 0.07% 256
2019
Q4 		$366K Sell
2,853
-256
-8% -$33.3K 0.06% 277
2019
Q3 		$435K Sell
3,109
-816
-21% -$110K 0.09% 234
2019
Q2 		$518K Buy
3,925
+13
+0.3% +$1.71K 0.07% 216
2019
Q1 		$526K Sell
3,912
-968
-20% -$123K 0.12% 198
2018
Q4 		$530K Buy
+4,880
New +$586K 0.14% 168

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

Western Wealth Management's IBM Position: Q2 2026 in Review

Western Wealth Management increased its IBM (IBM) stake by 2.3% in Q2 2026, buying an estimated $64.8K and bringing the position to 11,470 shares worth $3.23M. The position accounts for 0.11% of the portfolio, ranked #202.

Western Wealth Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.74M in Q3 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Western Wealth Management held 11,470 shares of IBM worth $3.23M as of Q2 2026.
  • Western Wealth Management bought 257 IBM shares in Q2 2026, an estimated $64.8K.
  • IBM made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Western Wealth Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's IBM position peaked at $3.74M in Q3 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.