CFM Wealth Partners’s IBM IBM Stock Holding History

CFM Wealth Partners’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	$495K	Hold	2,041	–	–	0.07%	102
2025 Q4	$605K	Hold	2,041	–	–	0.09%	91
2025 Q3	$576K	Buy	2,041 +121	+6%	+$31.7K	0.08%	95
2025 Q2	$566K	Hold	1,920	–	–	0.09%	91
2025 Q1	$477K	Hold	1,920	–	–	0.08%	99
2024 Q4	$422K	Hold	1,920	–	–	0.07%	102
2024 Q3	$424K	Sell	1,920 -487	-20%	-$95.5K	0.07%	106
2024 Q2	$416K	Hold	2,407	–	–	0.08%	107
2024 Q1	$460K	Sell	2,407 -717	-23%	-$131K	0.09%	111
2023 Q4	$511K	Hold	3,124	–	–	0.12%	110
2023 Q3	$438K	Hold	3,124	–	–	0.11%	103
2023 Q2	$418K	Hold	3,124	–	–	0.1%	127
2023 Q1	$410K	Hold	3,124	–	–	0.11%	118
2022 Q4	$440K	Hold	3,124	–	–	0.13%	119
2022 Q3	$371K	Hold	3,124	–	–	0.12%	121
2022 Q2	$441K	Sell	3,124 -459	-13%	-$62K	0.13%	114
2022 Q1	$466K	Hold	3,583	–	–	0.11%	116
2021 Q4	$487K	Sell	3,583 -516	-13%	-$64.7K	0.11%	113
2021 Q3	$544K	Hold	4,099	–	–	0.14%	107
2021 Q2	$574K	Hold	4,099	–	–	0.15%	94
2021 Q1	$522K	Sell	4,099 -211	-5%	-$25.3K	0.16%	95
2020 Q4	$519K	Sell	4,310 -366	-8%	-$42.3K	0.17%	88
2020 Q3	$543K	Sell	4,676 -1,031	-18%	-$121K	0.2%	82
2020 Q2	$658K	Sell	5,707 -366	-6%	-$42.5K	0.25%	75
2020 Q1	$644K	Sell	6,073 -2,191	-27%	-$277K	0.3%	64
2019 Q4	$1.09M	Buy	+8,264	New	+$1.07M	0.4%	54

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFM Wealth Partners's IBM Position: Q1 2026 in Review

CFM Wealth Partners held its IBM (IBM) position steady in Q1 2026 at 2,041 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #102.

CFM Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q4 2019. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

CFM Wealth Partners held 2,041 shares of IBM worth $495K as of Q1 2026.
CFM Wealth Partners left its IBM share count unchanged in Q1 2026.
IBM made up 0.07% of CFM Wealth Partners's portfolio in Q1 2026, its #102 holding.
CFM Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
CFM Wealth Partners's IBM position peaked at $1.09M in Q4 2019.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.