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AssuredPartners Investment Advisors’s IBM IBM Stock Holding History

AssuredPartners Investment 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 		$1.35M Buy
5,469
+381
+7% +$103K 0.15% 151
2025
Q4 		$1.51M Buy
5,088
+3,626
+248% +$1.09M 0.22% 107
2025
Q3 		$412K Sell
1,462
-166
-10% -$43.5K 0.09% 163
2025
Q2 		$480K Sell
1,628
-2,464
-60% -$635K 0.12% 136
2025
Q1 		$1.02M Sell
4,092
-122
-3% -$29.8K 0.2% 126
2024
Q4 		$926K Buy
+4,214
New +$938K 0.18% 128

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

AssuredPartners Investment Advisors's IBM Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its IBM (IBM) stake by 7.5% in Q1 2026, buying an estimated $103K and bringing the position to 5,469 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #151.

AssuredPartners Investment Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • AssuredPartners Investment Advisors held 5,469 shares of IBM worth $1.35M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 381 IBM shares in Q1 2026, an estimated $103K.
  • IBM made up 0.15% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #151 holding.
  • AssuredPartners Investment Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's IBM position peaked at $1.51M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.