CWA
IBM icon

Consilium Wealth Advisory’s IBM IBM Stock Holding History

Consilium Wealth Advisory’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 		$222K Buy
+916
New +$248K 0.08% 98

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

Consilium Wealth Advisory's IBM Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in IBM (IBM) in Q1 2026: 916 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #98 among its holdings.

3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Consilium Wealth Advisory held 916 shares of IBM worth $222K as of Q1 2026.
  • IBM was a new Consilium Wealth Advisory position in Q1 2026.
  • IBM made up 0.08% of Consilium Wealth Advisory's portfolio in Q1 2026, its #98 holding.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.