44 Wealth Management’s IBM IBM Stock Holding History

44 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 Q1	$3.25M	Sell	13,401 -398	-3%	-$108K	1.14%	17
2025 Q4	$4.09M	Buy	13,799 +364	+3%	+$109K	1.37%	9
2025 Q3	$3.79M	Buy	13,435 +8,001	+147%	+$2.09M	1.29%	8
2025 Q2	$1.6M	Sell	5,434 -435	-7%	-$112K	0.57%	60
2025 Q1	$1.46M	Buy	5,869 +772	+15%	+$189K	0.55%	60
2024 Q4	$1.12M	Sell	5,097 -37	-0.7%	-$8.24K	0.43%	78
2024 Q3	$1.19M	Buy	+5,134	New	+$1.01M	0.42%	77
2023 Q2	$402K	Buy	3,002 +35	+1%	+$4.52K	0.14%	118
2023 Q1	$389K	Sell	2,967 -764	-20%	-$102K	0.13%	124
2022 Q4	$526K	Buy	3,731 +831	+29%	+$115K	0.18%	103
2022 Q3	$345K	Sell	2,900 -125	-4%	-$16.4K	0.14%	121
2022 Q2	$427K	Sell	3,025 -2,157	-42%	-$291K	0.17%	112
2022 Q1	$674K	Sell	5,182 -6,612	-56%	-$862K	0.24%	95
2021 Q4	$1.58M	Sell	11,794 -149	-1%	-$18.7K	0.55%	46
2021 Q3	$1.59M	Buy	11,943 +778	+7%	+$104K	0.61%	48
2021 Q2	$1.56M	Buy	11,165 +3,840	+52%	+$525K	0.6%	49
2021 Q1	$933K	Buy	7,325 +2,456	+50%	+$294K	0.39%	62
2020 Q4	$586K	Buy	+4,869	New	+$563K	0.27%	87

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

44 Wealth Management's IBM Position: Q1 2026 in Review

44 Wealth Management reduced its IBM (IBM) stake by 2.9% in Q1 2026, selling an estimated $108K and leaving 13,401 shares worth $3.25M. The position accounts for 1.14% of the portfolio, ranked #17.

44 Wealth Management first reported a position in IBM in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.09M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

44 Wealth Management held 13,401 shares of IBM worth $3.25M as of Q1 2026.
44 Wealth Management sold 398 IBM shares in Q1 2026, an estimated $108K.
IBM made up 1.14% of 44 Wealth Management's portfolio in Q1 2026, its #17 holding.
44 Wealth Management first reported a position in IBM in Q4 2020 and has held it in 18 quarters since.
44 Wealth Management's IBM position peaked at $4.09M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.