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Castle Wealth Management’s IBM IBM Stock Holding History

Castle Wealth Management’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
-798
Closed -$236K – 134
2025
Q4 		$236K Hold
798
– – 0.08% 119
2025
Q3 		$225K Sell
798
-50
-6% -$13.1K 0.08% 118
2025
Q2 		$250K Buy
848
+1
+0.1% +$258 0.09% 104
2025
Q1 		$211K Buy
+847
New +$207K 0.08% 120
2023
Q3 		– Sell
-1,986
Closed -$266K – 108
2023
Q2 		$266K Sell
1,986
-246
-11% -$31.7K 0.19% 94
2023
Q1 		$293K Buy
2,232
+416
+23% +$55.7K 0.23% 85
2022
Q4 		$256K Buy
1,816
+55
+3% +$7.59K 0.16% 94
2022
Q3 		$209K Buy
1,761
+5
+0.3% +$656 0.13% 101
2022
Q2 		$248K Buy
+1,756
New +$237K 0.14% 98

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

Castle Wealth Management's IBM Position: Q1 2026 in Review

Castle Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 798 shares — an estimated $236K sold.

Castle Wealth Management first reported a position in IBM in Q2 2022 and held it in 9 quarters. The position peaked at $293K in Q1 2023. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Castle Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Castle Wealth Management sold 798 IBM shares in Q1 2026, an estimated $236K.
  • Castle Wealth Management first reported a position in IBM in Q2 2022 and held it in 9 quarters.
  • Castle Wealth Management's IBM position peaked at $293K in Q1 2023.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.