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Centric Wealth Management’s IBM IBM Stock Holding History

Centric 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 		$513K Sell
2,234
-128
-5% -$34.6K 0.1% 127
2025
Q4 		$743K Buy
2,362
+1
+0% +$299 0.16% 105
2025
Q3 		$726K Sell
2,361
-9
-0.4% -$2.36K 0.16% 101
2025
Q2 		$574K Buy
2,370
+76
+3% +$19.6K 0.14% 111
2025
Q1 		$570K Buy
2,294
+1
+0% +$245 0.15% 105
2024
Q4 		$504K Hold
2,293
– – 0.14% 110
2024
Q3 		$490K Sell
2,293
-105
-4% -$20.6K 0.13% 114
2024
Q2 		$460K Buy
2,398
+492
+26% +$85.5K 0.13% 107
2024
Q1 		$317K Buy
1,906
+143
+8% +$26.1K 0.1% 117
2023
Q4 		$323K Buy
1,763
+20
+1% +$3.02K 0.11% 116
2023
Q3 		$244K Buy
1,743
+1
+0.1% +$142 0.1% 103
2023
Q2 		$231K Sell
1,742
-29
-2% -$3.74K 0.09% 108
2023
Q1 		$232K Sell
1,771
-302
-15% -$40.4K 0.1% 95
2022
Q4 		$292K Buy
2,073
+304
+17% +$41.9K 0.15% 82
2022
Q3 		$210K Sell
1,769
-13
-0.7% -$1.71K 0.08% 112
2022
Q2 		$252K Sell
1,782
-1,561
-47% -$211K 0.09% 113
2022
Q1 		$435K Buy
3,343
+1
+0% +$130 0.14% 102
2021
Q4 		$447K Sell
3,342
-377
-10% -$47.3K 0.15% 102
2021
Q3 		$494K Sell
3,719
-16
-0.4% -$2.14K 0.18% 93
2021
Q2 		$523K Sell
3,735
-21,083
-85% -$2.88M 0.18% 94
2021
Q1 		$3.16M Buy
24,818
+1,061
+4% +$127K 0.9% 18
2020
Q4 		$2.86M Buy
23,757
+13,128
+124% +$1.52M 0.89% 18
2020
Q3 		$1.44M Sell
10,629
-2,241
-17% -$264K 1.08% 11
2020
Q2 		$1.49M Buy
12,870
+2,241
+21% +$260K 0.78% 31
2020
Q1 		$1.44M Sell
10,629
-812
-7% -$103K 1.08% 11
2019
Q4 		$1.47M Buy
11,441
+812
+8% +$106K 1.17% 17
2019
Q3 		$1.44M Sell
10,629
-97
-0.9% -$13.1K 1.08% 11
2019
Q2 		$1.41M Buy
10,726
+421
+4% +$55.3K 1.23% 14
2019
Q1 		$1.39M Buy
10,305
+1,081
+12% +$138K 1.29% 14
2018
Q4 		$1M Buy
+9,224
New +$1.11M 0.88% 22

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

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

Centric Wealth Management reduced its IBM (IBM) stake by 5.4% in Q1 2026, selling an estimated $34.6K and leaving 2,234 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #127.

Centric Wealth Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.16M in Q1 2021. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Centric Wealth Management held 2,234 shares of IBM worth $513K as of Q1 2026.
  • Centric Wealth Management sold 128 IBM shares in Q1 2026, an estimated $34.6K.
  • IBM made up 0.1% of Centric Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Centric Wealth Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Centric Wealth Management's IBM position peaked at $3.16M in Q1 2021.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.