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Boyce & Associates Wealth Consulting’s IBM IBM Stock Holding History

Boyce & Associates Wealth Consulting’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
-698
Closed -$207K – 83
2025
Q4 		$207K Sell
698
-31
-4% -$9.28K 0.17% 72
2025
Q3 		$206K Buy
729
+5
+0.7% +$1.31K 0.17% 72
2025
Q2 		$213K Buy
+724
New +$187K 0.19% 68

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

Boyce & Associates Wealth Consulting's IBM Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting sold out of IBM (IBM) in Q1 2026, closing a stake of 698 shares — an estimated $207K sold.

Boyce & Associates Wealth Consulting first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q2 2025. 3,471 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Boyce & Associates Wealth Consulting reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 698 IBM shares in Q1 2026, an estimated $207K.
  • Boyce & Associates Wealth Consulting first reported a position in IBM in Q2 2025 and held it in 3 quarters.
  • Boyce & Associates Wealth Consulting's IBM position peaked at $213K in Q2 2025.
  • 3,471 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.