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Westmount Partners’s IBM IBM Stock Holding History

Westmount Partners’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 		$5.52M Buy
19,639
+284
+1% +$71.6K 1.21% 17
2026
Q1 		$4.69M Buy
19,355
+67
+0.3% +$18.1K 1.15% 16
2025
Q4 		$5.71M Buy
19,288
+32
+0.2% +$9.58K 1.42% 15
2025
Q3 		$5.52M Buy
19,256
+66
+0.3% +$17.3K 1.42% 15
2025
Q2 		$5.66M Buy
19,190
+68
+0.4% +$17.5K 1.55% 14
2025
Q1 		$4.75M Sell
19,122
-293
-2% -$71.7K 1.45% 14
2024
Q4 		$4.27M Sell
19,415
-38
-0.2% -$8.46K 1.3% 16
2024
Q3 		$4.3M Sell
19,453
-304
-2% -$59.6K 1.29% 16
2024
Q2 		$3.46M Sell
19,757
-1
-0% -$174 1.14% 17
2024
Q1 		$3.77M Buy
19,758
+72
+0.4% +$13.1K 1.36% 16
2023
Q4 		$3.22M Sell
19,686
-702
-3% -$106K 1.31% 14
2023
Q3 		$2.86M Sell
20,388
-372
-2% -$52.9K 1.26% 16
2023
Q2 		$2.78M Buy
20,760
+944
+5% +$122K 1.21% 18
2023
Q1 		$2.6M Buy
19,816
+53
+0.3% +$7.09K 1.2% 18
2022
Q4 		$2.78M Buy
+19,763
New +$2.73M 1.45% 12

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

Westmount Partners's IBM Position: Q2 2026 in Review

Westmount Partners increased its IBM (IBM) stake by 1.5% in Q2 2026, buying an estimated $71.6K and bringing the position to 19,639 shares worth $5.52M. The position accounts for 1.21% of the portfolio, ranked #17.

Westmount Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.71M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Westmount Partners held 19,639 shares of IBM worth $5.52M as of Q2 2026.
  • Westmount Partners bought 284 IBM shares in Q2 2026, an estimated $71.6K.
  • IBM made up 1.21% of Westmount Partners's portfolio in Q2 2026, its #17 holding.
  • Westmount Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's IBM position peaked at $5.71M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.