BWP
IBM icon

Burling Wealth Partners’s IBM IBM Stock Holding History

Burling Wealth Partners’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 		$533K Sell
2,200
-916
-29% -$248K 0.09% 123
2025
Q4 		$923K Sell
3,116
-33
-1% -$9.88K 0.14% 99
2025
Q3 		$889K Sell
3,149
-161
-5% -$42.1K 0.15% 100
2025
Q2 		$976K Sell
3,310
-147
-4% -$37.9K 0.18% 98
2025
Q1 		$860K Sell
3,457
-43
-1% -$10.5K 0.18% 97
2024
Q4 		$769K Buy
+3,500
New +$779K 0.16% 105

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

Burling Wealth Partners's IBM Position: Q1 2026 in Review

Burling Wealth Partners reduced its IBM (IBM) stake by 29% in Q1 2026, selling an estimated $248K and leaving 2,200 shares worth $533K. The position accounts for 0.09% of the portfolio, ranked #123.

Burling Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $976K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Burling Wealth Partners held 2,200 shares of IBM worth $533K as of Q1 2026.
  • Burling Wealth Partners sold 916 IBM shares in Q1 2026, an estimated $248K.
  • IBM made up 0.09% of Burling Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Burling Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's IBM position peaked at $976K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.