Betterment LLC
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Betterment LLC’s IBM IBM Stock Holding History

Betterment LLC’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
-748
Closed -$222K – 621
2025
Q4 		$222K Buy
+748
New +$224K ﹤0.01% 536

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VPM
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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

Betterment LLC's IBM Position: Q1 2026 in Review

Betterment LLC sold out of IBM (IBM) in Q1 2026, closing a stake of 748 shares — an estimated $222K sold.

Betterment LLC first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Betterment LLC reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 748 IBM shares in Q1 2026, an estimated $222K.
  • Betterment LLC first reported a position in IBM in Q4 2025 and held it in 1 quarter.
  • Betterment LLC's IBM position peaked at $222K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.