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Clarion Wealth Managment Partners’s IBM IBM Stock Holding History

Clarion Wealth Managment 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 		$211K Buy
870
+39
+5% +$10.6K 0.19% 78
2025
Q4 		$246K Sell
831
-170
-17% -$50.9K 0.23% 73
2025
Q3 		$283K Buy
1,001
+1
+0.1% +$262 0.28% 69
2025
Q2 		$295K Buy
+1,000
New +$258K 0.32% 66

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

Clarion Wealth Managment Partners's IBM Position: Q1 2026 in Review

Clarion Wealth Managment Partners increased its IBM (IBM) stake by 4.7% in Q1 2026, buying an estimated $10.6K and bringing the position to 870 shares worth $211K. The position accounts for 0.19% of the portfolio, ranked #78.

Clarion Wealth Managment Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q2 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Clarion Wealth Managment Partners held 870 shares of IBM worth $211K as of Q1 2026.
  • Clarion Wealth Managment Partners bought 39 IBM shares in Q1 2026, an estimated $10.6K.
  • IBM made up 0.19% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #78 holding.
  • Clarion Wealth Managment Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's IBM position peaked at $295K in Q2 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.