Brio Consultants’s IBM IBM Stock Holding History

Brio Consultants’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	–	155
2025 Q4	$228K	Sell	771 -194	-20%	-$58.1K	0.03%	136
2025 Q3	$272K	Buy	965 +42	+5%	+$11K	0.04%	114
2025 Q2	$272K	Buy	923 +73	+9%	+$18.8K	0.04%	112
2025 Q1	$211K	Buy	+850	New	+$208K	0.03%	110

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

Brio Consultants's IBM Position: Q1 2026 in Review

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

Brio Consultants first reported a position in IBM in Q1 2025 and held it in 4 quarters. The position peaked at $272K in Q3 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Brio Consultants reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Brio Consultants sold 771 IBM shares in Q1 2026, an estimated $228K.
Brio Consultants first reported a position in IBM in Q1 2025 and held it in 4 quarters.
Brio Consultants's IBM position peaked at $272K in Q3 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.