Biltmore Wealth Management’s IBM IBM Stock Holding History

Biltmore 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	$299K	Hold	1,233	–	–	0.11%	53
2025 Q4	$365K	Sell	1,233 -16	-1%	-$4.79K	0.14%	48
2025 Q3	$352K	Hold	1,249	–	–	0.13%	49
2025 Q2	$368K	Hold	1,249	–	–	0.15%	49
2025 Q1	$311K	Buy	1,249 +15	+1%	+$3.67K	0.13%	50
2024 Q4	$271K	Buy	1,234 +46	+4%	+$10.2K	0.11%	50
2024 Q3	$263K	Hold	1,188	–	–	0.11%	51
2024 Q2	$205K	Buy	+1,188	New	+$206K	0.09%	53
2018 Q2	–	Sell	-3,836	Closed	-$563K	–	40
2018 Q1	$563K	Buy	3,836 +37	+1%	+$5.6K	0.53%	25
2017 Q4	$557K	Sell	3,799 -11	-0.3%	-$1.6K	0.5%	24
2017 Q3	$528K	Sell	3,810 -2,003	-34%	-$279K	0.56%	24
2017 Q2	$855K	Buy	5,813 +138	+2%	+$20.8K	0.96%	14
2017 Q1	$945K	Buy	+5,675	New	+$952K	0.87%	11

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

Biltmore Wealth Management's IBM Position: Q1 2026 in Review

Biltmore Wealth Management held its IBM (IBM) position steady in Q1 2026 at 1,233 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #53.

Biltmore Wealth Management first reported a position in IBM in Q1 2017 and has held it in 13 quarters since. The position peaked at $945K in Q1 2017. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Biltmore Wealth Management held 1,233 shares of IBM worth $299K as of Q1 2026.
Biltmore Wealth Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.11% of Biltmore Wealth Management's portfolio in Q1 2026, its #53 holding.
Biltmore Wealth Management first reported a position in IBM in Q1 2017 and has held it in 13 quarters since.
Biltmore Wealth Management's IBM position peaked at $945K in Q1 2017.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.