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Blossom Wealth Management’s IBM IBM Stock Holding History

Blossom 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 		$818K Sell
3,376
-152
-4% -$41.1K 1.21% 24
2025
Q4 		$1.05M Sell
3,528
-209
-6% -$62.6K 1.72% 14
2025
Q3 		$1.05M Buy
3,737
+11
+0.3% +$2.88K 1.7% 15
2025
Q2 		$1.1M Sell
3,726
-185
-5% -$47.7K 1.95% 13
2025
Q1 		$973K Sell
3,911
-315
-7% -$77.1K 1.96% 14
2024
Q4 		$929K Sell
4,226
-512
-11% -$114K 1.79% 14
2024
Q3 		$1.05M Sell
4,738
-20
-0.4% -$3.92K 2.11% 12
2024
Q2 		$823K Buy
4,758
+37
+0.8% +$6.43K 1.79% 14
2024
Q1 		$902K Buy
4,721
+30
+0.6% +$5.47K 2.17% 12
2023
Q4 		$767K Sell
4,691
-38
-0.8% -$5.74K 2.07% 12
2023
Q3 		$663K Buy
4,729
+25
+0.5% +$3.56K 2.12% 13
2023
Q2 		$629K Buy
4,704
+160
+4% +$20.6K 2.3% 13
2023
Q1 		$596K Buy
4,544
+572
+14% +$76.5K 2.42% 12
2022
Q4 		$560K Buy
3,972
+397
+11% +$54.8K 2.7% 13
2022
Q3 		$425K Buy
3,575
+3
+0.1% +$394 2.39% 16
2022
Q2 		$504K Buy
3,572
+393
+12% +$53K 2.55% 13
2022
Q1 		$413K Buy
3,179
+247
+8% +$32.2K 1.86% 20
2021
Q4 		$392K Buy
2,932
+22
+0.8% +$2.76K 1.93% 21
2021
Q3 		$387K Buy
2,910
+323
+12% +$43.2K 2.3% 20
2021
Q2 		$363K Buy
+2,587
New +$354K 2.73% 18

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

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

Blossom Wealth Management reduced its IBM (IBM) stake by 4.3% in Q1 2026, selling an estimated $41.1K and leaving 3,376 shares worth $818K. The position accounts for 1.21% of the portfolio, ranked #24.

Blossom Wealth Management first reported a position in IBM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Blossom Wealth Management held 3,376 shares of IBM worth $818K as of Q1 2026.
  • Blossom Wealth Management sold 152 IBM shares in Q1 2026, an estimated $41.1K.
  • IBM made up 1.21% of Blossom Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Blossom Wealth Management first reported a position in IBM in Q2 2021 and has held it in 20 quarters since.
  • Blossom Wealth Management's IBM position peaked at $1.1M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.