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Compass Financial Services’s IBM IBM Stock Holding History

Compass Financial Services’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
-121
Closed -$35.9K – 136
2025
Q4 		$35.9K Buy
121
+1
+0.8% +$299 0.02% 119
2025
Q3 		$34K Sell
120
-18
-13% -$4.71K 0.02% 129
2025
Q2 		$40.6K Sell
138
-29
-17% -$7.47K 0.02% 108
2025
Q1 		$41.5K Buy
167
+49
+42% +$12K 0.02% 94
2024
Q4 		$26K Buy
+118
New +$26.3K 0.01% 95

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

Compass Financial Services's IBM Position: Q1 2026 in Review

Compass Financial Services sold out of IBM (IBM) in Q1 2026, closing a stake of 121 shares — an estimated $35.9K sold.

Compass Financial Services first reported a position in IBM in Q4 2024 and held it in 5 quarters. The position peaked at $41.5K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Compass Financial Services reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 121 IBM shares in Q1 2026, an estimated $35.9K.
  • Compass Financial Services first reported a position in IBM in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's IBM position peaked at $41.5K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.