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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
2022
Q1 		– Sell
-1
Closed -$13K – 887
2021
Q4 		$13K Hold
1
– – ﹤0.01% 361
2021
Q3 		$2K Buy
+1
New +$134 ﹤0.01% 166

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

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.