Atlas Wealth Partners’s IBM IBM Stock Holding History

Atlas Wealth Partners’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	$255K	Hold	1,050	–	–	0.26%	51
2025 Q4	$311K	Hold	1,050	–	–	0.34%	41
2025 Q3	$296K	Hold	1,050	–	–	0.3%	40
2025 Q2	$310K	Hold	1,050	–	–	0.36%	35
2025 Q1	$261K	Hold	1,050	–	–	0.32%	42
2024 Q4	$231K	Hold	1,050	–	–	0.29%	44
2024 Q3	$232K	Buy	+1,050	New	+$206K	0.35%	47

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

Atlas Wealth Partners's IBM Position: Q1 2026 in Review

Atlas Wealth Partners held its IBM (IBM) position steady in Q1 2026 at 1,050 shares worth $255K. The position accounts for 0.26% of the portfolio, ranked #51.

Atlas Wealth Partners first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $311K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Atlas Wealth Partners held 1,050 shares of IBM worth $255K as of Q1 2026.
Atlas Wealth Partners left its IBM share count unchanged in Q1 2026.
IBM made up 0.26% of Atlas Wealth Partners's portfolio in Q1 2026, its #51 holding.
Atlas Wealth Partners first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
Atlas Wealth Partners's IBM position peaked at $311K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.