CA
IBM icon

Continuum Advisory’s IBM IBM Stock Holding History

Continuum 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 		$1.31M Buy
5,401
+282
+6% +$76.3K 0.13% 158
2025
Q4 		$1.52M Buy
5,119
+139
+3% +$41.6K 0.15% 126
2025
Q3 		$1.41M Buy
4,980
+507
+11% +$133K 0.15% 134
2025
Q2 		$1.32M Buy
4,473
+308
+7% +$79.4K 0.16% 130
2025
Q1 		$1.04M Buy
4,165
+87
+2% +$21.3K 0.13% 147
2024
Q4 		$897K Buy
4,078
+10
+0.2% +$2.23K 0.11% 166
2024
Q3 		$850K Sell
4,068
-784
-16% -$154K 0.11% 174
2024
Q2 		$839K Sell
4,852
-74
-2% -$12.9K 0.12% 170
2024
Q1 		$819K Sell
4,926
-469
-9% -$85.6K 0.12% 174
2023
Q4 		$882K Sell
5,395
-493
-8% -$74.5K 0.13% 190
2023
Q3 		$826K Buy
5,888
+654
+12% +$93.1K 0.13% 190
2023
Q2 		$700K Buy
5,234
+272
+5% +$35.1K 0.11% 221
2023
Q1 		$650K Buy
4,962
+78
+2% +$10.4K 0.11% 220
2022
Q4 		$688K Buy
4,884
+72
+1% +$9.93K 0.12% 202
2022
Q3 		$572K Buy
4,812
+10
+0.2% +$1.31K 0.1% 215
2022
Q2 		$678K Buy
4,802
+156
+3% +$21.1K 0.12% 206
2022
Q1 		$614K Buy
+4,646
New +$606K 0.12% 212

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

Continuum Advisory's IBM Position: Q1 2026 in Review

Continuum Advisory increased its IBM (IBM) stake by 5.5% in Q1 2026, buying an estimated $76.3K and bringing the position to 5,401 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #158.

Continuum Advisory first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.52M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Continuum Advisory held 5,401 shares of IBM worth $1.31M as of Q1 2026.
  • Continuum Advisory bought 282 IBM shares in Q1 2026, an estimated $76.3K.
  • IBM made up 0.13% of Continuum Advisory's portfolio in Q1 2026, its #158 holding.
  • Continuum Advisory first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
  • Continuum Advisory's IBM position peaked at $1.52M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.