AGH Wealth Advisors’s IBM IBM Stock Holding History

AGH Wealth Advisors’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	-756	Closed	-$224K	–	126
2025 Q4	$224K	Sell	756 -101	-12%	-$30.2K	0.17%	105
2025 Q3	$242K	Buy	857 +1	+0.1%	+$262	0.18%	104
2025 Q2	$252K	Buy	856 +17	+2%	+$4.38K	0.21%	97
2025 Q1	$209K	Buy	+839	New	+$205K	0.2%	109

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

AGH Wealth Advisors's IBM Position: Q1 2026 in Review

AGH Wealth Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 756 shares — an estimated $224K sold.

AGH Wealth Advisors first reported a position in IBM in Q1 2025 and held it in 4 quarters. The position peaked at $252K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

AGH Wealth Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
AGH Wealth Advisors sold 756 IBM shares in Q1 2026, an estimated $224K.
AGH Wealth Advisors first reported a position in IBM in Q1 2025 and held it in 4 quarters.
AGH Wealth Advisors's IBM position peaked at $252K in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.