Archvest Wealth Advisors’s IBM IBM Stock Holding History

Archvest 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	$916K	Sell	3,781 -299	-7%	-$80.9K	0.59%	26
2025 Q4	$1.21M	Buy	4,080 +9	+0.2%	+$2.69K	0.77%	23
2025 Q3	$1.15M	Buy	4,071 +17	+0.4%	+$4.45K	1.02%	22
2025 Q2	$1.19M	Buy	4,054 +10	+0.2%	+$2.58K	1.04%	24
2025 Q1	$1.01M	Buy	4,044 +10	+0.2%	+$2.45K	0.83%	28
2024 Q4	$887K	Buy	4,034 +11	+0.3%	+$2.45K	0.64%	29
2024 Q3	$889K	Buy	4,023 +2,162	+116%	+$424K	0.56%	30
2024 Q2	$326K	Buy	1,861 +15	+0.8%	+$2.61K	0.22%	49
2024 Q1	$350K	Buy	+1,846	New	+$337K	0.25%	45

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

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

Archvest Wealth Advisors reduced its IBM (IBM) stake by 7.3% in Q1 2026, selling an estimated $80.9K and leaving 3,781 shares worth $916K. The position accounts for 0.59% of the portfolio, ranked #26.

Archvest Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Archvest Wealth Advisors held 3,781 shares of IBM worth $916K as of Q1 2026.
Archvest Wealth Advisors sold 299 IBM shares in Q1 2026, an estimated $80.9K.
IBM made up 0.59% of Archvest Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Archvest Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Archvest Wealth Advisors's IBM position peaked at $1.21M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.