Blue Bell Private Wealth Management’s IBM IBM Stock Holding History

Blue Bell Private 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	$388K	Buy	1,601 +830	+108%	+$225K	0.06%	196
2025 Q4	$228K	Buy	771 +214	+38%	+$64.1K	0.03%	240
2025 Q3	$157K	Buy	557 +48	+9%	+$12.6K	0.02%	275
2025 Q2	$150K	Buy	509 +12	+2%	+$3.09K	0.03%	267
2025 Q1	$124K	Hold	497	–	–	0.02%	271
2024 Q4	$109K	Hold	497	–	–	0.02%	268
2024 Q3	$110K	Hold	497	–	–	0.02%	267
2024 Q2	$86K	Hold	497	–	–	0.02%	288
2024 Q1	$94.9K	Buy	497 +2	+0.4%	+$365	0.02%	264
2023 Q4	$81K	Buy	495 +145	+41%	+$21.9K	0.02%	257
2023 Q3	$49.1K	Hold	350	–	–	0.01%	260
2023 Q2	$46.8K	Buy	350 +140	+67%	+$18.1K	0.01%	264
2023 Q1	$27.5K	Hold	210	–	–	0.01%	287
2022 Q4	$29.6K	Hold	210	–	–	0.01%	270
2022 Q3	$25K	Sell	210 -1	-0.5%	-$131	0.01%	276
2022 Q2	$30K	Sell	211 -4	-2%	-$540	0.01%	264
2022 Q1	$28K	Hold	215	–	–	0.01%	284
2021 Q4	$29K	Buy	+215	New	+$27K	0.01%	259
2016 Q4	–	Sell	-3,023	Closed	-$460K	–	332
2016 Q3	$460K	Sell	3,023 -52	-2%	-$7.89K	0.27%	54
2016 Q2	$447K	Sell	3,075 -512	-14%	-$73.3K	0.29%	51
2016 Q1	$519K	Buy	3,587 +250	+7%	+$31.9K	0.35%	55
2015 Q4	$439K	Sell	3,337 -104	-3%	-$14K	0.3%	59
2015 Q3	$477K	Hold	3,441	–	–	0.33%	54
2015 Q2	$535K	Hold	3,441	–	–	0.32%	48
2015 Q1	$528K	Sell	3,441 -47	-1%	-$7.13K	0.32%	52
2014 Q4	$535K	Sell	3,488 -157	-4%	-$25K	0.31%	56
2014 Q3	$662K	Buy	3,645 +1	+0%	+$182	0.4%	41
2014 Q2	$632K	Hold	3,644	–	–	0.38%	45
2014 Q1	$671K	Hold	3,644	–	–	0.45%	40
2013 Q4	$653K	Buy	+3,644	New	+$628K	0.5%	39

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

Blue Bell Private Wealth Management's IBM Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its IBM (IBM) stake by 108% in Q1 2026, buying an estimated $225K and bringing the position to 1,601 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #196.

Blue Bell Private Wealth Management first reported a position in IBM in Q4 2013 and has held it in 30 quarters since. The position peaked at $671K in Q1 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Blue Bell Private Wealth Management held 1,601 shares of IBM worth $388K as of Q1 2026.
Blue Bell Private Wealth Management bought 830 IBM shares in Q1 2026, an estimated $225K.
IBM made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #196 holding.
Blue Bell Private Wealth Management first reported a position in IBM in Q4 2013 and has held it in 30 quarters since.
Blue Bell Private Wealth Management's IBM position peaked at $671K in Q1 2014.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.