Delos Wealth Advisors’s IBM IBM Stock Holding History

Delos Wealth Advisors’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	$1.01M	Sell	4,164 -99	-2%	-$26.8K	0.58%	35
2025 Q4	$1.26M	Sell	4,263 -17	-0.4%	-$5.09K	0.83%	32
2025 Q3	$1.21M	Buy	4,280 +80	+2%	+$20.9K	0.81%	32
2025 Q2	$1.24M	Hold	4,200	–	–	0.96%	32
2025 Q1	$1.04M	Hold	4,200	–	–	0.83%	33
2024 Q4	$923K	Hold	4,200	–	–	0.74%	34
2024 Q3	$929K	Buy	4,200 +500	+14%	+$98K	0.81%	34
2024 Q2	$640K	Buy	+3,700	New	+$643K	0.62%	36
2023 Q4	–	Sell	-128	Closed	-$18.8K	–	363
2023 Q3	$18.8K	Hold	128	–	–	0.02%	108
2023 Q2	$17.1K	Hold	128	–	–	0.02%	106
2023 Q1	$16.8K	Hold	128	–	–	0.02%	107
2022 Q4	$18K	Hold	128	–	–	0.03%	101
2022 Q3	$15K	Hold	128	–	–	0.02%	104
2022 Q2	$18K	Hold	128	–	–	0.02%	97
2022 Q1	$17K	Hold	128	–	–	0.02%	124
2021 Q4	$17K	Buy	+128	New	+$16.1K	0.02%	143

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delos Wealth Advisors's IBM Position: Q1 2026 in Review

Delos Wealth Advisors reduced its IBM (IBM) stake by 2.3% in Q1 2026, selling an estimated $26.8K and leaving 4,164 shares worth $1.01M. The position accounts for 0.58% of the portfolio, ranked #35.

Delos Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Delos Wealth Advisors held 4,164 shares of IBM worth $1.01M as of Q1 2026.
Delos Wealth Advisors sold 99 IBM shares in Q1 2026, an estimated $26.8K.
IBM made up 0.58% of Delos Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Delos Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
Delos Wealth Advisors's IBM position peaked at $1.26M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.