Compass Ion Advisors’s IBM IBM Stock Holding History

Compass Ion 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	$2.59M	Sell	10,681 -16	-0.1%	-$4.33K	0.25%	50
2025 Q4	$3.17M	Buy	10,697 +22	+0.2%	+$6.59K	0.3%	43
2025 Q3	$3.01M	Buy	10,675 +4	+0%	+$1.05K	0.29%	43
2025 Q2	$3.15M	Buy	10,671 +12	+0.1%	+$3.09K	0.34%	37
2025 Q1	$2.65M	Buy	10,659 +11	+0.1%	+$2.69K	0.31%	39
2024 Q4	$2.34M	Buy	10,648 +375	+4%	+$83.5K	0.28%	48
2024 Q3	$2.27M	Sell	10,273 -353	-3%	-$69.2K	0.28%	50
2024 Q2	$2.03M	Hold	10,626	–	–	0.29%	49
2024 Q1	$2.03M	Sell	10,626 -102	-1%	-$18.6K	0.29%	49
2023 Q4	$1.75M	Buy	10,728 +624	+6%	+$94.3K	0.27%	54
2023 Q3	$1.42M	Buy	+10,104	New	+$1.44M	0.24%	61

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Ion Advisors's IBM Position: Q1 2026 in Review

Compass Ion Advisors reduced its IBM (IBM) stake by 0.15% in Q1 2026, selling an estimated $4.33K and leaving 10,681 shares worth $2.59M. The position accounts for 0.25% of the portfolio, ranked #50.

Compass Ion Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.17M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Compass Ion Advisors held 10,681 shares of IBM worth $2.59M as of Q1 2026.
Compass Ion Advisors sold 16 IBM shares in Q1 2026, an estimated $4.33K.
IBM made up 0.25% of Compass Ion Advisors's portfolio in Q1 2026, its #50 holding.
Compass Ion Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's IBM position peaked at $3.17M in Q4 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.