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Crestmont Private Wealth’s IBM IBM Stock Holding History

Crestmont 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 		– Sell
-782
Closed -$232K – 108
2025
Q4 		$232K Hold
782
– – 0.08% 79
2025
Q3 		$221K Hold
782
– – 0.07% 84
2025
Q2 		$231K Buy
+782
New +$201K 0.08% 72
2024
Q4 		– Sell
-1,079
Closed -$239K – 98
2024
Q3 		$239K Buy
+1,079
New +$212K 0.1% 76

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

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

Crestmont Private Wealth sold out of IBM (IBM) in Q1 2026, closing a stake of 782 shares — an estimated $232K sold.

Crestmont Private Wealth first reported a position in IBM in Q3 2024 and held it in 4 quarters. The position peaked at $239K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Crestmont Private Wealth reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 782 IBM shares in Q1 2026, an estimated $232K.
  • Crestmont Private Wealth first reported a position in IBM in Q3 2024 and held it in 4 quarters.
  • Crestmont Private Wealth's IBM position peaked at $239K in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.