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Xcel Wealth Management’s IBM IBM Stock Holding History

Xcel 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 		$967K Buy
3,437
+838
+32% +$211K 0.23% 77
2026
Q1 		$630K Buy
2,599
+1,365
+111% +$369K 0.17% 92
2025
Q4 		$366K Buy
+1,234
New +$370K 0.09% 120
2023
Q3 		– Sell
-4,488
Closed -$601K – 117
2023
Q2 		$601K Hold
4,488
– – 0.19% 80
2023
Q1 		$588K Buy
4,488
+520
+13% +$69.6K 0.21% 76
2022
Q4 		$559K Buy
3,968
+485
+14% +$66.9K 0.22% 75
2022
Q3 		$414K Buy
3,483
+135
+4% +$17.7K 0.15% 87
2022
Q2 		$473K Buy
3,348
+157
+5% +$21.2K 0.17% 79
2022
Q1 		$415K Buy
3,191
+797
+33% +$104K 0.11% 108
2021
Q4 		$320K Buy
2,394
+300
+14% +$37.6K 0.08% 123
2021
Q3 		$278K Buy
2,094
+107
+5% +$14.3K 0.08% 125
2021
Q2 		$279K Buy
+1,987
New +$272K 0.08% 128

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

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

Xcel Wealth Management increased its IBM (IBM) stake by 32% in Q2 2026, buying an estimated $211K and bringing the position to 3,437 shares worth $967K. The position accounts for 0.23% of the portfolio, ranked #77.

Xcel Wealth Management first reported a position in IBM in Q2 2021 and has held it in 12 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Xcel Wealth Management held 3,437 shares of IBM worth $967K as of Q2 2026.
  • Xcel Wealth Management bought 838 IBM shares in Q2 2026, an estimated $211K.
  • IBM made up 0.23% of Xcel Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Xcel Wealth Management first reported a position in IBM in Q2 2021 and has held it in 12 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.