Atlantic Private Wealth’s IBM IBM Stock Holding History

Atlantic 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	$62.3K	Hold	257	–	–	0.04%	116
2025 Q4	$76.1K	Sell	257 -2	-0.8%	-$599	0.05%	98
2025 Q3	$73.1K	Hold	259	–	–	0.05%	89
2025 Q2	$76.4K	Buy	259 +9	+4%	+$2.32K	0.05%	84
2025 Q1	$62.2K	Hold	250	–	–	0.05%	101
2024 Q4	$55K	Hold	250	–	–	0.04%	83
2024 Q3	$55.3K	Buy	+250	New	+$49K	0.04%	81
2023 Q4	–	Sell	-50	Closed	-$7.01K	–	112
2023 Q3	$7.01K	Buy	+50	New	+$7.11K	0.01%	87

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

Atlantic Private Wealth's IBM Position: Q1 2026 in Review

Atlantic Private Wealth held its IBM (IBM) position steady in Q1 2026 at 257 shares worth $62.3K. The position accounts for 0.04% of the portfolio, ranked #116.

Atlantic Private Wealth first reported a position in IBM in Q3 2023 and has held it in 8 quarters since. The position peaked at $76.4K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Atlantic Private Wealth held 257 shares of IBM worth $62.3K as of Q1 2026.
Atlantic Private Wealth left its IBM share count unchanged in Q1 2026.
IBM made up 0.04% of Atlantic Private Wealth's portfolio in Q1 2026, its #116 holding.
Atlantic Private Wealth first reported a position in IBM in Q3 2023 and has held it in 8 quarters since.
Atlantic Private Wealth's IBM position peaked at $76.4K in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.