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Coastline Complete Wealth’s IBM IBM Stock Holding History

Coastline Complete Wealth’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 		$202K Sell
835
-13
-2% -$3.52K 0.13% 54
2025
Q4 		$251K Buy
+848
New +$254K 0.16% 46

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

Coastline Complete Wealth's IBM Position: Q1 2026 in Review

Coastline Complete Wealth reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $3.52K and leaving 835 shares worth $202K. The position accounts for 0.13% of the portfolio, ranked #54.

Coastline Complete Wealth first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $251K in Q4 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Coastline Complete Wealth held 835 shares of IBM worth $202K as of Q1 2026.
  • Coastline Complete Wealth sold 13 IBM shares in Q1 2026, an estimated $3.52K.
  • IBM made up 0.13% of Coastline Complete Wealth's portfolio in Q1 2026, its #54 holding.
  • Coastline Complete Wealth first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's IBM position peaked at $251K in Q4 2025.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.