1 North Wealth Services’s IBM IBM Stock Holding History

1 North Wealth Services’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 Q1	$2.42K	Hold	10	–	–	﹤0.01%	237
2025 Q4	$2.96K	Hold	10	–	–	﹤0.01%	237
2025 Q3	$2.82K	Hold	10	–	–	﹤0.01%	217
2025 Q2	$2.95K	Hold	10	–	–	﹤0.01%	215
2025 Q1	$2.49K	Buy	+10	New	+$2.45K	﹤0.01%	225
2019 Q4	$7K	Buy	51 +1	+2%	+$130	﹤0.01%	224
2019 Q3	$7K	Buy	+50	New	+$6.74K	﹤0.01%	179
2019 Q1	$7K	Hold	50	–	–	﹤0.01%	170
2018 Q4	$5K	Buy	+50	New	+$6K	﹤0.01%	190

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1 North Wealth Services's IBM Position: Q1 2026 in Review

1 North Wealth Services held its IBM (IBM) position steady in Q1 2026 at 10 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

1 North Wealth Services first reported a position in IBM in Q4 2018 and has held it in 9 quarters since. The position peaked at $7K in Q4 2019. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

1 North Wealth Services held 10 shares of IBM worth $2.42K as of Q1 2026.
1 North Wealth Services left its IBM share count unchanged in Q1 2026.
IBM made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #237 holding.
1 North Wealth Services first reported a position in IBM in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's IBM position peaked at $7K in Q4 2019.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.