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Consilio Wealth Advisors’s IBM IBM Stock Holding History

Consilio Wealth 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 		$289K Buy
1,194
+15
+1% +$4.06K 0.08% 71
2025
Q4 		$349K Buy
1,179
+17
+1% +$5.09K 0.1% 60
2025
Q3 		$328K Buy
1,162
+1
+0.1% +$262 0.11% 55
2025
Q2 		$336K Buy
1,161
+48
+4% +$12.4K 0.12% 50
2025
Q1 		$277K Buy
1,113
+97
+10% +$23.7K 0.12% 54
2024
Q4 		$223K Buy
1,016
+31
+3% +$6.9K 0.09% 62
2024
Q3 		$218K Buy
+985
New +$193K 0.09% 65

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

Consilio Wealth Advisors's IBM Position: Q1 2026 in Review

Consilio Wealth Advisors increased its IBM (IBM) stake by 1.3% in Q1 2026, buying an estimated $4.06K and bringing the position to 1,194 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #71.

Consilio Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $349K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Consilio Wealth Advisors held 1,194 shares of IBM worth $289K as of Q1 2026.
  • Consilio Wealth Advisors bought 15 IBM shares in Q1 2026, an estimated $4.06K.
  • IBM made up 0.08% of Consilio Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Consilio Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Consilio Wealth Advisors's IBM position peaked at $349K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.