Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s IBM IBM Stock Holding History

Carson Wealth (CWM LLC)’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 		$75.5M Buy
311,283
+90,714
+41% +$24.5M 0.2% 106
2025
Q4 		$65.3M Buy
220,569
+72,520
+49% +$21.7M 0.18% 110
2025
Q3 		$41.8M Buy
148,049
+25,426
+21% +$6.66M 0.13% 145
2025
Q2 		$36.1M Buy
122,623
+3,537
+3% +$911K 0.13% 142
2025
Q1 		$29.6M Sell
119,086
-18,764
-14% -$4.59M 0.12% 159
2024
Q4 		$30.3M Buy
137,850
+11,196
+9% +$2.49M 0.13% 146
2024
Q3 		$28M Buy
126,654
+6,712
+6% +$1.32M 0.12% 155
2024
Q2 		$20.7M Buy
119,942
+6,418
+6% +$1.12M 0.1% 196
2024
Q1 		$21.7M Buy
113,524
+3,019
+3% +$551K 0.11% 186
2023
Q4 		$18.1M Buy
110,505
+13,242
+14% +$2M 0.1% 199
2023
Q3 		$13.6M Buy
97,263
+8,690
+10% +$1.24M 0.08% 198
2023
Q2 		$11.9M Buy
88,573
+25,411
+40% +$3.28M 0.07% 212
2023
Q1 		$8.28M Buy
63,162
+517
+0.8% +$69.2K 0.06% 241
2022
Q4 		$8.83M Buy
62,645
+3,015
+5% +$416K 0.07% 215
2022
Q3 		$7.08M Buy
59,630
+2,600
+5% +$341K 0.06% 235
2022
Q2 		$8.05M Buy
57,030
+4,637
+9% +$626K 0.06% 227
2022
Q1 		$6.81M Buy
52,393
+1,535
+3% +$200K 0.05% 266
2021
Q4 		$6.8M Buy
+50,858
New +$6.38M 0.05% 266
2021
Q2 		$2M Hold
14,239
– – 0.02% 424
2021
Q1 		$2M Hold
14,239
– – 0.02% 424
2020
Q4 		$2M Hold
14,239
– – 0.02% 424
2020
Q3 		$2M Hold
14,239
– – 0.02% 424
2020
Q2 		$2M Hold
14,239
– – 0.02% 424
2020
Q1 		$2M Hold
14,239
– – 0.02% 424
2019
Q4 		$2M Hold
14,239
– – 0.02% 424
2019
Q3 		$2M Hold
14,239
– – 0.02% 424
2019
Q2 		$2M Hold
14,239
– – 0.02% 424
2019
Q1 		$2M Buy
14,239
+5,513
+63% +$703K 0.02% 424
2018
Q4 		$948K Sell
8,726
-97
-1% -$11.6K 0.02% 380
2018
Q3 		$1.27M Buy
8,823
+2,936
+50% +$410K 0.03% 299
2018
Q2 		$786K Buy
5,887
+727
+14% +$101K 0.03% 291
2018
Q1 		$757K Sell
5,160
-201
-4% -$30.4K 0.03% 252
2017
Q4 		$786K Sell
5,361
-548
-9% -$79.7K 0.03% 244
2017
Q3 		$820K Sell
5,909
-122,770
-95% -$17.1M 0.04% 220
2017
Q2 		$18.9M Buy
128,679
+4,846
+4% +$731K 0.97% 31
2017
Q1 		$20.6M Buy
123,833
+20,741
+20% +$3.48M 1.17% 27
2016
Q4 		$16.4M Buy
103,092
+100,645
+4,113% +$15.3M 1% 35
2016
Q3 		$372K Buy
2,447
+100
+4% +$15.2K 0.03% 218
2016
Q2 		$341K Sell
2,347
-367
-14% -$52.5K 0.02% 218
2016
Q1 		$393K Sell
2,714
-81,594
-97% -$10.4M 0.03% 200
2015
Q4 		$11.1M Buy
84,308
+9,281
+12% +$1.25M 1.08% 29
2015
Q3 		$10.4M Buy
75,027
+11,452
+18% +$1.69M 1.05% 31
2015
Q2 		$9.89M Buy
63,575
+30,886
+94% +$4.96M 0.95% 34
2015
Q1 		$5.02M Buy
32,689
+9,962
+44% +$1.51M 0.51% 78
2014
Q4 		$3.49M Sell
22,727
-15,144
-40% -$2.41M 0.42% 92
2014
Q3 		$6.87M Buy
37,871
+32,959
+671% +$6M 1% 32
2014
Q2 		$851K Buy
4,912
+1,737
+55% +$313K 0.15% 101
2014
Q1 		$584K Sell
3,175
-101
-3% -$17.8K 0.08% 104
2013
Q4 		$587K Buy
3,276
+889
+37% +$153K 0.09% 129
2013
Q3 		$423K Buy
+2,387
New +$434K 0.11% 119

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 Wealth (CWM LLC)'s IBM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its IBM (IBM) stake by 41% in Q1 2026, buying an estimated $24.5M and bringing the position to 311,283 shares worth $75.5M. The position accounts for 0.2% of the portfolio, ranked #106.

Carson Wealth (CWM LLC) first reported a position in IBM in Q3 2013 and has held it in 50 quarters since. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 311,283 shares of IBM worth $75.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 90,714 IBM shares in Q1 2026, an estimated $24.5M.
  • IBM made up 0.2% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #106 holding.
  • Carson Wealth (CWM LLC) first reported a position in IBM in Q3 2013 and has held it in 50 quarters since.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.