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WT Wealth Management’s IBM IBM Stock Holding History

WT 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 		$291K Buy
1,035
+111
+12% +$28K 0.08% 111
2026
Q1 		$224K Buy
924
+22
+2% +$5.95K 0.07% 123
2025
Q4 		$267K Sell
902
-61
-6% -$18.3K 0.08% 109
2025
Q3 		$272K Buy
963
+66
+7% +$17.3K 0.08% 108
2025
Q2 		$264K Buy
897
+10
+1% +$2.58K 0.08% 119
2025
Q1 		$221K Sell
887
-160
-15% -$39.1K 0.07% 114
2024
Q4 		$230K Buy
+1,047
New +$233K 0.07% 119

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

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

WT Wealth Management increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $28K and bringing the position to 1,035 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #111.

WT Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WT Wealth Management held 1,035 shares of IBM worth $291K as of Q2 2026.
  • WT Wealth Management bought 111 IBM shares in Q2 2026, an estimated $28K.
  • IBM made up 0.08% of WT Wealth Management's portfolio in Q2 2026, its #111 holding.
  • WT Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.