AWM
IBM icon

Angeles Wealth Management’s IBM IBM Stock Holding History

Angeles 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 		$1.24M Buy
5,115
+474
+10% +$128K 0.07% 115
2025
Q4 		$1.37M Buy
4,641
+830
+22% +$249K 0.08% 104
2025
Q3 		$1.08M Buy
3,811
+20
+0.5% +$5.24K 0.07% 108
2025
Q2 		$1.12M Buy
3,791
+253
+7% +$65.2K 0.08% 97
2025
Q1 		$880K Sell
3,538
-18
-0.5% -$4.4K 0.07% 99
2024
Q4 		$782K Buy
3,556
+545
+18% +$121K 0.06% 110
2024
Q3 		$666K Buy
3,011
+226
+8% +$44.3K 0.06% 116
2024
Q2 		$482K Sell
2,785
-24
-0.9% -$4.17K 0.05% 129
2024
Q1 		$536K Buy
2,809
+74
+3% +$13.5K 0.05% 116
2023
Q4 		$447K Buy
2,735
+657
+32% +$99.3K 0.05% 120
2023
Q3 		$292K Buy
2,078
+65
+3% +$9.25K 0.04% 133
2023
Q2 		$269K Buy
+2,013
New +$260K 0.04% 150

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

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

Angeles Wealth Management increased its IBM (IBM) stake by 10% in Q1 2026, buying an estimated $128K and bringing the position to 5,115 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #115.

Angeles Wealth Management first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Angeles Wealth Management held 5,115 shares of IBM worth $1.24M as of Q1 2026.
  • Angeles Wealth Management bought 474 IBM shares in Q1 2026, an estimated $128K.
  • IBM made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Angeles Wealth Management first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
  • Angeles Wealth Management's IBM position peaked at $1.37M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.