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Clarus Wealth Advisors’s IBM IBM Stock Holding History

Clarus Wealth Advisors’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 		– Sell
-1,349
Closed -$409K – 94
2025
Q4 		$409K Sell
1,349
-143
-10% -$42.8K 0.17% 67
2025
Q3 		$430K Buy
+1,492
New +$391K 0.19% 63
2025
Q1 		– Sell
-1,579
Closed -$343K – 117
2024
Q4 		$343K Sell
1,579
-269
-15% -$59.9K 0.17% 93
2024
Q3 		$420K Sell
1,848
-189
-9% -$37.1K 0.21% 83
2024
Q2 		$362K Buy
2,037
+328
+19% +$57K 0.19% 90
2024
Q1 		$318K Buy
+1,709
New +$312K 0.18% 99
2019
Q3 		– Sell
-1,275
Closed -$168K – 327
2019
Q2 		$168K Buy
1,275
+216
+20% +$28.4K 0.12% 132
2019
Q1 		$143K Sell
1,059
-535
-34% -$68.2K 0.11% 145
2018
Q4 		$173K Buy
1,594
+119
+8% +$14.3K 0.27% 96
2018
Q3 		$213K Buy
1,475
+473
+47% +$66.1K 0.14% 122
2018
Q2 		$147K Buy
+1,002
New +$140K 0.11% 154

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarus Wealth Advisors's IBM Position: Q1 2026 in Review

Clarus Wealth Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 1,349 shares — an estimated $409K sold.

Clarus Wealth Advisors first reported a position in IBM in Q2 2018 and held it in 11 quarters. The position peaked at $430K in Q3 2025. 3,489 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Clarus Wealth Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,349 IBM shares in Q1 2026, an estimated $409K.
  • Clarus Wealth Advisors first reported a position in IBM in Q2 2018 and held it in 11 quarters.
  • Clarus Wealth Advisors's IBM position peaked at $430K in Q3 2025.
  • 3,489 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Clarus Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.