Wright Wealth’s IBM IBM Stock Holding History

Wright Wealth’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	$269K	Buy	956 +16	+2%	+$4.03K	0.16%	39
2026 Q1	$228K	Sell	940 -23	-2%	-$6.22K	0.15%	45
2025 Q4	$285K	Buy	+963	New	+$288K	0.19%	45

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 $3.37T AUM 44.26% 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

Wright Wealth's IBM Position: Q2 2026 in Review

Wright Wealth increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $4.03K and bringing the position to 956 shares worth $269K. The position accounts for 0.16% of the portfolio, ranked #39.

Wright Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Wright Wealth held 956 shares of IBM worth $269K as of Q2 2026.
Wright Wealth bought 16 IBM shares in Q2 2026, an estimated $4.03K.
IBM made up 0.16% of Wright Wealth's portfolio in Q2 2026, its #39 holding.
Wright Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
Wright Wealth's IBM position peaked at $285K in Q4 2025.
3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wright Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.