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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
2021
Q2 		– Sell
-9,414
Closed -$94K – 181
2021
Q1 		$94K Buy
+9,414
New +$1.13M 0.03% 198

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. 3,463 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.
  • 3,463 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.