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Asset One Wealth Management’s IBM IBM Stock Holding History

Asset One 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 		$939K Buy
3,673
+2,864
+354% +$775K 0.1% 159
2025
Q4 		$255K Buy
+809
New +$242K 0.03% 240

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

Asset One Wealth Management's IBM Position: Q1 2026 in Review

Asset One Wealth Management increased its IBM (IBM) stake by 354% in Q1 2026, buying an estimated $775K and bringing the position to 3,673 shares worth $939K. The position accounts for 0.1% of the portfolio, ranked #159.

Asset One Wealth Management first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Asset One Wealth Management held 3,673 shares of IBM worth $939K as of Q1 2026.
  • Asset One Wealth Management bought 2,864 IBM shares in Q1 2026, an estimated $775K.
  • IBM made up 0.1% of Asset One Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Asset One Wealth Management first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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