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CFO4Life Group’s IBM IBM Stock Holding History

CFO4Life Group’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 		$339K Sell
1,398
-165
-11% -$44.6K 0.05% 153
2025
Q4 		$463K Buy
1,563
+181
+13% +$54.2K 0.07% 131
2025
Q3 		$390K Buy
1,382
+146
+12% +$38.2K 0.06% 146
2025
Q2 		$364K Buy
1,236
+425
+52% +$109K 0.06% 146
2025
Q1 		$202K Buy
+811
New +$198K 0.03% 206

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

CFO4Life Group's IBM Position: Q1 2026 in Review

CFO4Life Group reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $44.6K and leaving 1,398 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #153.

CFO4Life Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $463K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • CFO4Life Group held 1,398 shares of IBM worth $339K as of Q1 2026.
  • CFO4Life Group sold 165 IBM shares in Q1 2026, an estimated $44.6K.
  • IBM made up 0.05% of CFO4Life Group's portfolio in Q1 2026, its #153 holding.
  • CFO4Life Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • CFO4Life Group's IBM position peaked at $463K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.