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Ashton Thomas Private Wealth’s IBM IBM Stock Holding History

Ashton Thomas Private Wealth’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 		$4.55M Sell
18,784
-1,882
-9% -$509K 0.11% 209
2025
Q4 		$6.12M Sell
20,666
-249
-1% -$74.6K 0.15% 147
2025
Q3 		$5.9M Buy
20,915
+5,676
+37% +$1.49M 0.15% 156
2025
Q2 		$4.49M Sell
15,239
-1,785
-10% -$460K 0.16% 146
2025
Q1 		$4.23M Buy
17,024
+846
+5% +$207K 0.16% 149
2024
Q4 		$3.56M Buy
16,178
+7,290
+82% +$1.62M 0.14% 181
2024
Q3 		$1.96M Sell
8,888
-328
-4% -$64.3K 0.1% 215
2024
Q2 		$1.59M Sell
9,216
-6,996
-43% -$1.22M 0.09% 234
2024
Q1 		$3.1M Sell
16,212
-333
-2% -$60.7K 0.18% 149
2023
Q4 		$2.71M Sell
16,545
-772
-4% -$117K 0.17% 161
2023
Q3 		$2.43M Buy
17,317
+2,256
+15% +$321K 0.18% 156
2023
Q2 		$2.02M Buy
15,061
+1,424
+10% +$184K 0.15% 164
2023
Q1 		$1.79M Buy
13,637
+65
+0.5% +$8.7K 0.16% 172
2022
Q4 		$1.91M Buy
13,572
+523
+4% +$72.1K 0.19% 150
2022
Q3 		$1.55M Sell
13,049
-183
-1% -$24K 0.18% 160
2022
Q2 		$1.87M Buy
13,232
+336
+3% +$45.4K 0.2% 134
2022
Q1 		$1.68M Buy
12,896
+1,548
+14% +$202K 0.15% 170
2021
Q4 		$1.52M Buy
11,348
+6,237
+122% +$782K 0.15% 173
2021
Q3 		$679K Buy
5,111
+236
+5% +$31.5K 0.1% 220
2021
Q2 		$683K Buy
4,875
+26
+0.5% +$3.56K 0.1% 215
2021
Q1 		$618K Sell
4,849
-431
-8% -$51.6K 0.1% 208
2020
Q4 		$635K Sell
5,280
-6,023
-53% -$696K 0.12% 205
2020
Q3 		$1.31M Buy
11,303
+54
+0.5% +$6.36K 0.33% 78
2020
Q2 		$1.3M Buy
11,249
+2,488
+28% +$289K 0.39% 76
2020
Q1 		$929K Buy
8,761
+2,466
+39% +$312K 0.38% 77
2019
Q4 		$807K Buy
6,295
+4,631
+278% +$602K 0.27% 100
2019
Q3 		$231K Buy
+1,664
New +$224K 0.1% 167

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

Ashton Thomas Private Wealth's IBM Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its IBM (IBM) stake by 9.1% in Q1 2026, selling an estimated $509K and leaving 18,784 shares worth $4.55M. The position accounts for 0.11% of the portfolio, ranked #209.

Ashton Thomas Private Wealth first reported a position in IBM in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.12M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ashton Thomas Private Wealth held 18,784 shares of IBM worth $4.55M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 1,882 IBM shares in Q1 2026, an estimated $509K.
  • IBM made up 0.11% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #209 holding.
  • Ashton Thomas Private Wealth first reported a position in IBM in Q3 2019 and has held it in 27 quarters since.
  • Ashton Thomas Private Wealth's IBM position peaked at $6.12M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.