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Coppell Advisory Solutions’s IBM IBM Stock Holding History

Coppell Advisory Solutions’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
-2,138
Closed -$646K – 179
2025
Q4 		$646K Buy
2,138
+862
+68% +$258K 0.06% 228
2025
Q3 		$357K Sell
1,276
-28
-2% -$7.33K 0.04% 303
2025
Q2 		$378K Buy
1,304
+142
+12% +$36.6K 0.04% 274
2025
Q1 		$278K Buy
1,162
+26
+2% +$6.36K 0.04% 273
2024
Q4 		$250K Sell
1,136
-101
-8% -$22.5K 0.04% 243
2024
Q3 		$273K Sell
1,237
-36
-3% -$7.06K 0.04% 227
2024
Q2 		$220K Buy
+1,273
New +$221K 0.04% 243
2023
Q4 		$226K Buy
1,384
+689
+99% +$104K 0.05% 250
2023
Q3 		$97.9K Buy
695
+115
+20% +$16.4K 0.03% 221
2023
Q2 		$77.8K Buy
+580
New +$74.9K 0.02% 297
2023
Q1 		– Sell
-695
Closed -$97.9K – 616
2022
Q4 		$97.9K Buy
+695
New +$95.9K 0.03% 223

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

Coppell Advisory Solutions's IBM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of IBM (IBM) in Q1 2026, closing a stake of 2,138 shares — an estimated $646K sold.

Coppell Advisory Solutions first reported a position in IBM in Q4 2022 and held it in 11 quarters. The position peaked at $646K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,138 IBM shares in Q1 2026, an estimated $646K.
  • Coppell Advisory Solutions first reported a position in IBM in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's IBM position peaked at $646K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.