BWM
IBM icon

BKM Wealth Management’s IBM IBM Stock Holding History

BKM 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 		$2.03M Buy
8,364
+435
+5% +$118K 0.74% 40
2025
Q4 		$2.35M Sell
7,929
-107
-1% -$32K 0.86% 32
2025
Q3 		$2.27M Buy
8,036
+147
+2% +$38.5K 0.84% 35
2025
Q2 		$2.33M Sell
7,889
-120
-1% -$30.9K 0.91% 30
2025
Q1 		$1.99M Sell
8,009
-123
-2% -$30.1K 0.82% 38
2024
Q4 		$1.79M Sell
8,132
-551
-6% -$123K 0.73% 39
2024
Q3 		$1.92M Buy
8,683
+1,623
+23% +$318K 0.78% 35
2024
Q2 		$1.22M Sell
7,060
-2,069
-23% -$360K 0.59% 54
2024
Q1 		$1.74M Buy
9,129
+104
+1% +$19K 0.75% 39
2023
Q4 		$1.48M Buy
+9,025
New +$1.36M 0.63% 45

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

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

BKM Wealth Management increased its IBM (IBM) stake by 5.5% in Q1 2026, buying an estimated $118K and bringing the position to 8,364 shares worth $2.03M. The position accounts for 0.74% of the portfolio, ranked #40.

BKM Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • BKM Wealth Management held 8,364 shares of IBM worth $2.03M as of Q1 2026.
  • BKM Wealth Management bought 435 IBM shares in Q1 2026, an estimated $118K.
  • IBM made up 0.74% of BKM Wealth Management's portfolio in Q1 2026, its #40 holding.
  • BKM Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's IBM position peaked at $2.35M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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