Denver PWM’s IBM IBM Stock Holding History

Denver PWM’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	$414K	Hold	1,800	–	–	0.14%	63
2025 Q4	$531K	Hold	1,800	–	–	0.18%	46
2025 Q3	$531K	Hold	1,800	–	–	0.17%	48
2025 Q2	$531K	Buy	1,800 +200	+13%	+$51.5K	0.17%	48
2025 Q1	$398K	Buy	+1,600	New	+$391K	0.14%	48

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

Denver PWM's IBM Position: Q1 2026 in Review

Denver PWM held its IBM (IBM) position steady in Q1 2026 at 1,800 shares worth $414K. The position accounts for 0.14% of the portfolio, ranked #63.

Denver PWM first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $531K in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Denver PWM held 1,800 shares of IBM worth $414K as of Q1 2026.
Denver PWM left its IBM share count unchanged in Q1 2026.
IBM made up 0.14% of Denver PWM's portfolio in Q1 2026, its #63 holding.
Denver PWM first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
Denver PWM's IBM position peaked at $531K in Q4 2025.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.