Badgley Phelps Wealth Managers’s IBM IBM Stock Holding History

Badgley Phelps Wealth Managers’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	$11.6M	Sell	47,855 -1,942	-4%	-$525K	0.23%	96
2025 Q4	$14.8M	Buy	49,797 +1,713	+4%	+$513K	0.27%	90
2025 Q3	$13.6M	Buy	48,084 +19,467	+68%	+$5.1M	0.29%	89
2025 Q2	$8.44M	Buy	28,617 +1,374	+5%	+$354K	0.19%	114
2025 Q1	$6.77M	Buy	27,243 +23,325	+595%	+$5.71M	0.16%	119
2024 Q4	$861K	Sell	3,918 -75	-2%	-$16.7K	0.02%	180
2024 Q3	$883K	Buy	3,993 +1,874	+88%	+$367K	0.02%	177
2024 Q2	$366K	Buy	2,119 +27	+1%	+$4.69K	0.01%	212
2024 Q1	$399K	Sell	2,092 -25	-1%	-$4.56K	0.01%	204
2023 Q4	$346K	Buy	+2,117	New	+$320K	0.01%	205

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

Badgley Phelps Wealth Managers's IBM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its IBM (IBM) stake by 3.9% in Q1 2026, selling an estimated $525K and leaving 47,855 shares worth $11.6M. The position accounts for 0.23% of the portfolio, ranked #96.

Badgley Phelps Wealth Managers first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.8M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Badgley Phelps Wealth Managers held 47,855 shares of IBM worth $11.6M as of Q1 2026.
Badgley Phelps Wealth Managers sold 1,942 IBM shares in Q1 2026, an estimated $525K.
IBM made up 0.23% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #96 holding.
Badgley Phelps Wealth Managers first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Badgley Phelps Wealth Managers's IBM position peaked at $14.8M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.