Blodgett Wealth Advisors’s IBM IBM Stock Holding History

Blodgett Wealth Advisors’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	$386K	Hold	1,593	–	–	0.31%	40
2025 Q4	$472K	Hold	1,593	–	–	0.33%	36
2025 Q3	$449K	Hold	1,593	–	–	0.31%	38
2025 Q2	$470K	Hold	1,593	–	–	0.37%	38
2025 Q1	$396K	Hold	1,593	–	–	0.34%	38
2024 Q4	$350K	Sell	1,593 -25	-2%	-$5.57K	0.27%	41
2024 Q3	$358K	Hold	1,618	–	–	0.3%	43
2024 Q2	$280K	Hold	1,618	–	–	0.24%	48
2024 Q1	$309K	Hold	1,618	–	–	0.28%	46
2023 Q4	$265K	Sell	1,618 -150	-8%	-$22.7K	0.27%	49
2023 Q3	$248K	Sell	1,768 -50	-3%	-$7.11K	0.27%	50
2023 Q2	$243K	Sell	1,818 -100	-5%	-$12.9K	0.25%	52
2023 Q1	$251K	Hold	1,918	–	–	0.29%	50
2022 Q4	$270K	Hold	1,918	–	–	0.33%	49
2022 Q3	$228K	Hold	1,918	–	–	0.27%	56
2022 Q2	$271K	Hold	1,918	–	–	0.3%	54
2022 Q1	$249K	Hold	1,918	–	–	0.21%	68
2021 Q4	$256K	Buy	+1,918	New	+$241K	0.2%	77

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

Blodgett Wealth Advisors's IBM Position: Q1 2026 in Review

Blodgett Wealth Advisors held its IBM (IBM) position steady in Q1 2026 at 1,593 shares worth $386K. The position accounts for 0.31% of the portfolio, ranked #40.

Blodgett Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $472K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Blodgett Wealth Advisors held 1,593 shares of IBM worth $386K as of Q1 2026.
Blodgett Wealth Advisors left its IBM share count unchanged in Q1 2026.
IBM made up 0.31% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Blodgett Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Blodgett Wealth Advisors's IBM position peaked at $472K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.