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BlackDiamond Wealth Management’s IBM IBM Stock Holding History

BlackDiamond 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 		$298K Buy
1,228
+1
+0.1% +$271 0.14% 143
2025
Q4 		$364K Buy
1,227
+119
+11% +$35.6K 0.18% 117
2025
Q3 		$313K Buy
1,108
+84
+8% +$22K 0.17% 116
2025
Q2 		$298K Buy
1,024
+92
+10% +$23.7K 0.17% 115
2025
Q1 		$232K Buy
+932
New +$228K 0.16% 132

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

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

BlackDiamond Wealth Management increased its IBM (IBM) stake by 0.08% in Q1 2026, buying an estimated $271 and bringing the position to 1,228 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #143.

BlackDiamond Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $364K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • BlackDiamond Wealth Management held 1,228 shares of IBM worth $298K as of Q1 2026.
  • BlackDiamond Wealth Management bought 1 IBM share in Q1 2026, an estimated $271.
  • IBM made up 0.14% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #143 holding.
  • BlackDiamond Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • BlackDiamond Wealth Management's IBM position peaked at $364K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.