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Carson Advisory’s IBM IBM Stock Holding History

Carson Advisory’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 		$3.62M Sell
14,939
-334
-2% -$90.4K 1.88% 13
2025
Q4 		$4.52M Buy
15,273
+553
+4% +$166K 2.35% 9
2025
Q3 		$4.15M Sell
14,720
-100
-0.7% -$26.2K 2.24% 11
2025
Q2 		$4.37M Buy
14,820
+580
+4% +$149K 2.78% 5
2025
Q1 		$3.54M Sell
14,240
-525
-4% -$128K 2.38% 9
2024
Q4 		$3.25M Buy
14,765
+250
+2% +$55.7K 2.26% 10
2024
Q3 		$3.21M Sell
14,515
-365
-2% -$71.6K 2.01% 10
2024
Q2 		$2.57M Buy
14,880
+216
+1% +$37.5K 1.81% 11
2024
Q1 		$2.8M Buy
14,664
+2,088
+17% +$381K 1.97% 9
2023
Q4 		$2.06M Sell
12,576
-620
-5% -$93.7K 1.6% 12
2023
Q3 		$1.85M Sell
13,196
-400
-3% -$56.9K 1.62% 11
2023
Q2 		$1.82M Sell
13,596
-450
-3% -$58.1K 1.54% 10
2023
Q1 		$1.84M Sell
14,046
-703
-5% -$94K 1.64% 12
2022
Q4 		$2.08M Sell
14,749
-789
-5% -$109K 1.99% 13
2022
Q3 		$1.85M Buy
15,538
+132
+0.9% +$17.3K 2.05% 13
2022
Q2 		$2.17M Sell
15,406
-3
-0% -$405 2.43% 8
2022
Q1 		$2M Sell
15,409
-83
-0.5% -$10.8K 1.99% 10
2021
Q4 		$2.07M Buy
+15,492
New +$1.94M 2.1% 11

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

Carson Advisory's IBM Position: Q1 2026 in Review

Carson Advisory reduced its IBM (IBM) stake by 2.2% in Q1 2026, selling an estimated $90.4K and leaving 14,939 shares worth $3.62M. The position accounts for 1.88% of the portfolio, ranked #13.

Carson Advisory first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.52M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Carson Advisory held 14,939 shares of IBM worth $3.62M as of Q1 2026.
  • Carson Advisory sold 334 IBM shares in Q1 2026, an estimated $90.4K.
  • IBM made up 1.88% of Carson Advisory's portfolio in Q1 2026, its #13 holding.
  • Carson Advisory first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's IBM position peaked at $4.52M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.