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Aberdeen Wealth Management’s IBM IBM Stock Holding History

Aberdeen 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 		$693K Hold
2,859
– – 0.32% 66
2025
Q4 		$847K Hold
2,859
– – 0.39% 54
2025
Q3 		$807K Hold
2,859
– – 0.51% 56
2025
Q2 		$843K Hold
2,859
– – 0.56% 54
2025
Q1 		$711K Hold
2,859
– – 0.49% 62
2024
Q4 		$628K Hold
2,859
– – 0.43% 68
2024
Q3 		$632K Sell
2,859
-100
-3% -$19.6K 0.42% 71
2024
Q2 		$512K Buy
2,959
+50
+2% +$8.69K 0.35% 83
2024
Q1 		$556K Hold
2,909
– – 0.32% 81
2023
Q4 		$476K Hold
2,909
– – 0.35% 83
2023
Q3 		$408K Hold
2,909
– – 0.31% 93
2023
Q2 		$389K Buy
2,909
+25
+0.9% +$3.23K 0.28% 99
2023
Q1 		$378K Hold
2,884
– – 0.28% 99
2022
Q4 		$406K Hold
2,884
– – 0.31% 93
2022
Q3 		$343K Hold
2,884
– – 0.3% 97
2022
Q2 		$407K Sell
2,884
-1
-0% -$135 0.32% 83
2022
Q1 		$375K Buy
2,885
+15
+0.5% +$1.96K 0.26% 103
2021
Q4 		$384K Sell
2,870
-131
-4% -$16.4K 0.25% 100
2021
Q3 		$399K Hold
3,001
– – 0.39% 82
2021
Q2 		$421K Hold
3,001
– – 0.39% 85
2021
Q1 		$382K Hold
3,001
– – 0.3% 99
2020
Q4 		$361K Sell
3,001
-52
-2% -$6.01K 0.27% 99
2020
Q3 		$355K Sell
3,053
-543
-15% -$63.9K 0.34% 87
2020
Q2 		$415K Buy
3,596
+543
+18% +$63.1K 0.44% 76
2020
Q1 		$324K Sell
3,053
-27
-0.9% -$3.41K 0.39% 75
2019
Q4 		$395K Buy
+3,080
New +$400K 0.29% 89

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Aberdeen Wealth Management held its IBM (IBM) position steady in Q1 2026 at 2,859 shares worth $693K. The position accounts for 0.32% of the portfolio, ranked #66.

Aberdeen Wealth Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $847K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aberdeen Wealth Management held 2,859 shares of IBM worth $693K as of Q1 2026.
  • Aberdeen Wealth Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.32% of Aberdeen Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Aberdeen Wealth Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's IBM position peaked at $847K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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