BCR Wealth Strategies’s IBM IBM Stock Holding History

BCR Wealth Strategies’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	–	Sell	-790	Closed	-$234K	–	37
2025 Q4	$234K	Buy	+790	New	+$237K	0.08%	36
2022 Q4	–	Sell	-174	Closed	-$21K	–	56
2022 Q3	$21K	Hold	174	–	–	0.02%	56
2022 Q2	$25K	Buy	+174	New	+$23.5K	0.03%	55

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

BCR Wealth Strategies's IBM Position: Q1 2026 in Review

BCR Wealth Strategies sold out of IBM (IBM) in Q1 2026, closing a stake of 790 shares — an estimated $234K sold.

BCR Wealth Strategies first reported a position in IBM in Q2 2022 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

BCR Wealth Strategies reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
BCR Wealth Strategies sold 790 IBM shares in Q1 2026, an estimated $234K.
BCR Wealth Strategies first reported a position in IBM in Q2 2022 and held it in 3 quarters.
BCR Wealth Strategies's IBM position peaked at $234K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on BCR Wealth Strategies's 13F filing for Q1 2026, filed 1 May 2026.