Corient Private Wealth
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Corient Private Wealth’s IBM IBM Stock Holding History

Corient Private Wealth’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 		$121M Sell
504,225
-1,904,789
-79% -$515M 0.17% 122
2025
Q4 		$300M Buy
2,409,014
+1,996,365
+484% +$598M 0.2% 103
2025
Q3 		$114M Buy
412,649
+24,791
+6% +$6.49M 0.18% 120
2025
Q2 		$114M Sell
387,858
-130
-0% -$33.5K 0.15% 133
2025
Q1 		$96.5M Sell
387,988
-19,694
-5% -$4.82M 0.16% 143
2024
Q4 		$87.5M Sell
407,682
-47,429
-10% -$10.6M 0.15% 156
2024
Q3 		$101M Buy
455,111
+42,823
+10% +$8.4M 0.16% 141
2024
Q2 		$71.3M Buy
412,288
+13,742
+3% +$2.39M 0.12% 171
2024
Q1 		$76.1M Sell
398,546
-8,658
-2% -$1.58M 0.14% 167
2023
Q4 		$66.6M Buy
407,204
+31,743
+8% +$4.8M 0.12% 173
2023
Q3 		$52.7M Buy
375,461
+14,271
+4% +$2.03M 0.12% 181
2023
Q2 		$48.3M Buy
361,190
+6,199
+2% +$800K 0.11% 189
2023
Q1 		$46.5M Buy
354,991
+76,260
+27% +$10.2M 0.13% 163
2022
Q4 		$39.3M Buy
+278,731
New +$38.4M 0.14% 165

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

Corient Private Wealth's IBM Position: Q1 2026 in Review

Corient Private Wealth reduced its IBM (IBM) stake by 79% in Q1 2026, selling an estimated $515M and leaving 504,225 shares worth $121M. The position accounts for 0.17% of the portfolio, ranked #122.

Corient Private Wealth first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $300M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Corient Private Wealth held 504,225 shares of IBM worth $121M as of Q1 2026.
  • Corient Private Wealth sold 1,904,789 IBM shares in Q1 2026, an estimated $515M.
  • IBM made up 0.17% of Corient Private Wealth's portfolio in Q1 2026, its #122 holding.
  • Corient Private Wealth first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's IBM position peaked at $300M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.