Advisor OS’s IBM IBM Stock Holding History

Advisor OS’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
2025 Q4	–	Sell	-400	Closed	-$5.59K	–	510
2025 Q3	$5.59K	Hold	400	–	–	﹤0.01%	470
2025 Q2	$5.46K	Buy	+400	New	+$103K	﹤0.01%	452

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

Advisor OS's IBM Position: Q1 2026 in Review

Advisor OS increased its IBM (IBM) stake by 6.8% in Q1 2026, buying an estimated $183K and bringing the position to 10,564 shares worth $2.56M. The position accounts for 0.19% of the portfolio, ranked #84.

Advisor OS first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.93M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Advisor OS held 10,564 shares of IBM worth $2.56M as of Q1 2026.
Advisor OS bought 675 IBM shares in Q1 2026, an estimated $183K.
IBM made up 0.19% of Advisor OS's portfolio in Q1 2026, its #84 holding.
Advisor OS first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Advisor OS's IBM position peaked at $2.93M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.