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Able Wealth Management’s IBM IBM Stock Holding History

Able 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 		– Sell
-972
Closed -$214K – 143
2025
Q4 		$214K Buy
972
+121
+14% +$36.2K 0.07% 108
2025
Q3 		$232K Buy
851
+19
+2% +$4.97K 0.09% 96
2025
Q2 		$245K Sell
832
-58
-7% -$14.9K 0.12% 93
2025
Q1 		$221K Buy
+890
New +$218K 0.13% 91
2024
Q1 		– Sell
-419
Closed -$68.5K – 301
2023
Q4 		$68.5K Buy
+419
New +$63.3K 0.06% 117

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

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

Able Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 972 shares — an estimated $214K sold.

Able Wealth Management first reported a position in IBM in Q4 2023 and held it in 5 quarters. The position peaked at $245K in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Able Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Able Wealth Management sold 972 IBM shares in Q1 2026, an estimated $214K.
  • Able Wealth Management first reported a position in IBM in Q4 2023 and held it in 5 quarters.
  • Able Wealth Management's IBM position peaked at $245K in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.