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BNC Wealth Management’s IBM IBM Stock Holding History

BNC 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 		– Sell
-771
Closed -$228K – 114
2025
Q4 		$228K Hold
771
– – 0.06% 99
2025
Q3 		$218K Hold
771
– – 0.05% 100
2025
Q2 		$227K Buy
+771
New +$199K 0.07% 84
2020
Q4 		– Sell
-9,668
Closed -$1.13M – 266
2020
Q3 		$1.13M Buy
+9,668
New +$1.14M 0.79% 36

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

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

BNC Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 771 shares — an estimated $228K sold.

BNC Wealth Management first reported a position in IBM in Q3 2020 and held it in 4 quarters. The position peaked at $1.13M in Q3 2020. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • BNC Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • BNC Wealth Management sold 771 IBM shares in Q1 2026, an estimated $228K.
  • BNC Wealth Management first reported a position in IBM in Q3 2020 and held it in 4 quarters.
  • BNC Wealth Management's IBM position peaked at $1.13M in Q3 2020.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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