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Clear Point Advisors’s IBM IBM Stock Holding History

Clear Point 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
-811
Closed -$240K – 97
2025
Q4 		$240K Sell
811
-47
-5% -$14.1K 0.19% 116
2025
Q3 		$242K Sell
858
-75
-8% -$19.6K 0.19% 106
2025
Q2 		$275K Buy
933
+45
+5% +$11.6K 0.23% 98
2025
Q1 		$221K Buy
+888
New +$217K 0.2% 103
2024
Q4 		– Sell
-876
Closed -$194K – 309
2024
Q3 		$194K Hold
876
– – 0.15% 107
2024
Q2 		$152K Hold
876
– – 0.12% 117
2024
Q1 		$167K Hold
876
– – 0.14% 112
2023
Q4 		$143K Buy
+876
New +$132K 0.13% 118

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

Clear Point Advisors's IBM Position: Q1 2026 in Review

Clear Point Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 811 shares — an estimated $240K sold.

Clear Point Advisors first reported a position in IBM in Q4 2023 and held it in 8 quarters. The position peaked at $275K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Clear Point Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 811 IBM shares in Q1 2026, an estimated $240K.
  • Clear Point Advisors first reported a position in IBM in Q4 2023 and held it in 8 quarters.
  • Clear Point Advisors's IBM position peaked at $275K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.