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Collaborative Wealth Management’s IBM IBM Stock Holding History

Collaborative Wealth Management’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
-988
Closed -$293K – 192
2025
Q4 		$293K Buy
+988
New +$296K 0.1% 167
2025
Q3 		– Sell
-690
Closed -$203K – 198
2025
Q2 		$203K Buy
+690
New +$178K 0.09% 170

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

Collaborative Wealth Management's IBM Position: Q1 2026 in Review

Collaborative Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 988 shares — an estimated $293K sold.

Collaborative Wealth Management first reported a position in IBM in Q2 2025 and held it in 2 quarters. The position peaked at $293K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Collaborative Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 988 IBM shares in Q1 2026, an estimated $293K.
  • Collaborative Wealth Management first reported a position in IBM in Q2 2025 and held it in 2 quarters.
  • Collaborative Wealth Management's IBM position peaked at $293K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.