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WP Advisors’s IBM IBM Stock Holding History

WP Advisors’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 		$229K Buy
+815
New +$205K 0.06% 110
2026
Q1 		– Sell
-679
Closed -$201K – 117
2025
Q4 		$201K Buy
+679
New +$203K 0.05% 115
2019
Q2 		– Sell
-913
Closed -$123K – 101
2019
Q1 		$123K Buy
+913
New +$116K 0.13% 74
2018
Q4 		– Sell
-1,460
Closed -$211K – 137
2018
Q3 		$211K Buy
1,460
+195
+15% +$27.2K 0.2% 58
2018
Q2 		$169K Buy
+1,265
New +$176K 0.16% 65
2017
Q2 		– Sell
-1,286
Closed -$214K – 73
2017
Q1 		$214K Buy
+1,286
New +$216K 0.13% 64

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

WP Advisors's IBM Position: Q2 2026 in Review

WP Advisors opened a new position in IBM (IBM) in Q2 2026: 815 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: WP Advisors previously reported a position in IBM as recently as Q4 2025.

WP Advisors first reported a position in IBM in Q1 2017 and has held it in 6 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WP Advisors held 815 shares of IBM worth $229K as of Q2 2026.
  • IBM was a new WP Advisors position in Q2 2026.
  • IBM made up 0.06% of WP Advisors's portfolio in Q2 2026, its #110 holding.
  • WP Advisors first reported a position in IBM in Q1 2017 and has held it in 6 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.