WFA of San Diego’s IBM IBM Stock Holding History

WFA of San Diego’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	$530K	Sell	2,233 -198	-8%	-$49.9K	0.43%	49
2026 Q1	$589K	Sell	2,431 -10	-0.4%	-$2.71K	0.47%	47
2025 Q4	$723K	Hold	2,441	–	–	0.53%	44
2025 Q3	$689K	Hold	2,441	–	–	0.47%	46
2025 Q2	$720K	Buy	+2,441	New	+$629K	0.53%	42
2024 Q3	$516K	Hold	2,333	–	–	0.44%	48
2024 Q2	$403K	Buy	+2,333	New	+$405K	0.36%	57
2023 Q3	$93.4K	Hold	666	–	–	0.1%	117
2023 Q2	$89.1K	Buy	+666	New	+$86K	0.09%	125
2023 Q1	–	Sell	-1,069	Closed	-$151K	–	216
2022 Q4	$151K	Buy	+1,069	New	+$147K	0.12%	106
2022 Q3	–	Sell	-724	Closed	-$102K	–	212
2022 Q2	$102K	Buy	+724	New	+$97.7K	0.09%	115
2022 Q1	–	Sell	-1,570	Closed	-$210K	–	117
2021 Q4	$210K	Buy	1,570 +357	+29%	+$44.8K	0.12%	112
2021 Q3	$161K	Buy	+1,213	New	+$162K	0.11%	113
2020 Q3	–	Sell	-3,768	Closed	-$501K	–	151
2020 Q2	$501K	Buy	+3,768	New	+$438K	0.12%	156

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFA of San Diego's IBM Position: Q2 2026 in Review

WFA of San Diego reduced its IBM (IBM) stake by 8.1% in Q2 2026, selling an estimated $49.9K and leaving 2,233 shares worth $530K. The position accounts for 0.43% of the portfolio, ranked #49.

WFA of San Diego first reported a position in IBM in Q2 2020 and has held it in 14 quarters since. The position peaked at $723K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

WFA of San Diego held 2,233 shares of IBM worth $530K as of Q2 2026.
WFA of San Diego sold 198 IBM shares in Q2 2026, an estimated $49.9K.
IBM made up 0.43% of WFA of San Diego's portfolio in Q2 2026, its #49 holding.
WFA of San Diego first reported a position in IBM in Q2 2020 and has held it in 14 quarters since.
WFA of San Diego's IBM position peaked at $723K in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.