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Atlas Private Wealth Advisors’s IBM IBM Stock Holding History

Atlas Private 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 		$244K Buy
1,005
+6
+0.6% +$1.62K 0.06% 118
2025
Q4 		$296K Buy
999
+5
+0.5% +$1.5K 0.07% 108
2025
Q3 		$280K Sell
994
-1,056
-52% -$276K 0.07% 118
2025
Q2 		$605K Buy
2,050
+66
+3% +$17K 0.08% 110
2025
Q1 		$494K Buy
1,984
+277
+16% +$67.8K 0.07% 111
2024
Q4 		$375K Buy
1,707
+13
+0.8% +$2.9K 0.05% 117
2024
Q3 		$375K Buy
1,694
+11
+0.7% +$2.16K 0.05% 108
2024
Q2 		$291K Buy
+1,683
New +$292K 0.05% 122
2024
Q1 		– Sell
-1,652
Closed -$270K – 134
2023
Q4 		$270K Sell
1,652
-1,271
-43% -$192K 0.05% 129
2023
Q3 		$410K Buy
2,923
+175
+6% +$24.9K 0.08% 118
2023
Q2 		$368K Buy
+2,748
New +$355K 0.07% 131
2021
Q4 		– Sell
-1,360
Closed -$181K – 395
2021
Q3 		$181K Hold
1,360
– – 0.09% 136
2021
Q2 		$191K Buy
1,360
+157
+13% +$21.5K 0.1% 118
2021
Q1 		$153K Buy
1,203
+738
+159% +$88.3K 0.09% 123
2020
Q4 		$56K Hold
465
– – 0.04% 206
2020
Q3 		$54K Hold
465
– – 0.05% 196
2020
Q2 		$54K Buy
+465
New +$54K 0.05% 195

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

Atlas Private Wealth Advisors's IBM Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its IBM (IBM) stake by 0.6% in Q1 2026, buying an estimated $1.62K and bringing the position to 1,005 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #118.

Atlas Private Wealth Advisors first reported a position in IBM in Q2 2020 and has held it in 17 quarters since. The position peaked at $605K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Atlas Private Wealth Advisors held 1,005 shares of IBM worth $244K as of Q1 2026.
  • Atlas Private Wealth Advisors bought 6 IBM shares in Q1 2026, an estimated $1.62K.
  • IBM made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • Atlas Private Wealth Advisors first reported a position in IBM in Q2 2020 and has held it in 17 quarters since.
  • Atlas Private Wealth Advisors's IBM position peaked at $605K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.