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BCS Private Wealth Management’s IBM IBM Stock Holding History

BCS Private Wealth Management’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 		$3.73M Buy
15,396
+1,471
+11% +$398K 1.13% 25
2025
Q4 		$4.12M Sell
13,925
-197
-1% -$59K 1.41% 20
2025
Q3 		$3.98M Sell
14,122
-46
-0.3% -$12K 1.43% 20
2025
Q2 		$4.18M Buy
+14,168
New +$3.65M 1.57% 17

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

BCS Private Wealth Management's IBM Position: Q1 2026 in Review

BCS Private Wealth Management increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $398K and bringing the position to 15,396 shares worth $3.73M. The position accounts for 1.13% of the portfolio, ranked #25.

BCS Private Wealth Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.18M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • BCS Private Wealth Management held 15,396 shares of IBM worth $3.73M as of Q1 2026.
  • BCS Private Wealth Management bought 1,471 IBM shares in Q1 2026, an estimated $398K.
  • IBM made up 1.13% of BCS Private Wealth Management's portfolio in Q1 2026, its #25 holding.
  • BCS Private Wealth Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's IBM position peaked at $4.18M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.