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Destination Wealth Management’s IBM IBM Stock Holding History

Destination Wealth Management’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 		$1.94M Buy
8,015
+1,285
+19% +$348K 0.05% 134
2025
Q4 		$1.99M Sell
6,730
-196
-3% -$58.7K 0.05% 132
2025
Q3 		$1.95M Buy
6,926
+3,489
+102% +$913K 0.05% 118
2025
Q2 		$1.01M Sell
3,437
-314
-8% -$80.9K 0.03% 137
2025
Q1 		$933K Buy
3,751
+31
+0.8% +$7.58K 0.03% 133
2024
Q4 		$818K Buy
3,720
+1,421
+62% +$316K 0.03% 132
2024
Q3 		$508K Buy
2,299
+222
+11% +$43.5K 0.02% 158
2024
Q2 		$359K Sell
2,077
-133
-6% -$23.1K 0.01% 163
2024
Q1 		$422K Buy
2,210
+745
+51% +$136K 0.01% 152
2023
Q4 		$240K Sell
1,465
-1,959
-57% -$296K 0.01% 183
2023
Q3 		$480K Sell
3,424
-1,836
-35% -$261K 0.02% 146
2023
Q2 		$704K Buy
5,260
+2,918
+125% +$377K 0.03% 134
2023
Q1 		$307K Buy
+2,342
New +$313K 0.01% 169
2022
Q4 		– Sell
-1,774
Closed -$211K – 204
2022
Q3 		$211K Sell
1,774
-1,353
-43% -$178K 0.01% 182
2022
Q2 		$442K Buy
3,127
+758
+32% +$102K 0.02% 148
2022
Q1 		$308K Sell
2,369
-1,272
-35% -$166K 0.01% 163
2021
Q4 		$487K Buy
3,641
+541
+17% +$67.9K 0.02% 145
2021
Q3 		$412K Sell
3,100
-533
-15% -$71.3K 0.02% 134
2021
Q2 		$509K Sell
3,633
-749
-17% -$102K 0.02% 127
2021
Q1 		$558K Sell
4,382
-160
-4% -$19.1K 0.02% 125
2020
Q4 		$547K Sell
4,542
-3,345
-42% -$387K 0.02% 121
2020
Q3 		$917K Sell
7,887
-2,015
-20% -$237K 0.05% 98
2020
Q2 		$1.14M Buy
9,902
+5,165
+109% +$600K 0.06% 92
2020
Q1 		$502K Sell
4,737
-490
-9% -$62K 0.03% 123
2019
Q4 		$670K Buy
5,227
+535
+11% +$69.5K 0.03% 105
2019
Q3 		$652K Sell
4,692
-432
-8% -$58.3K 0.04% 101
2019
Q2 		$676K Sell
5,124
-312
-6% -$41K 0.04% 104
2019
Q1 		$733K Sell
5,436
-1,268
-19% -$162K 0.04% 105
2018
Q4 		$728K Sell
6,704
-2,252
-25% -$270K 0.04% 98
2018
Q3 		$1.29M Buy
8,956
+147
+2% +$20.5K 0.07% 95
2018
Q2 		$1.18M Buy
8,809
+5,936
+207% +$828K 0.07% 93
2018
Q1 		$421K Buy
2,873
+5
+0.2% +$756 0.03% 117
2017
Q4 		$421K Sell
2,868
-904
-24% -$131K 0.03% 118
2017
Q3 		$523K Buy
3,772
+119
+3% +$16.6K 0.03% 109
2017
Q2 		$537K Sell
3,653
-586
-14% -$88.3K 0.04% 109
2017
Q1 		$706K Buy
4,239
+105
+3% +$17.6K 0.05% 98
2016
Q4 		$656K Buy
4,134
+1,005
+32% +$153K 0.05% 101
2016
Q3 		$475K Sell
3,129
-73
-2% -$11.1K 0.04% 108
2016
Q2 		$465K Sell
3,202
-414
-11% -$59.3K 0.04% 102
2016
Q1 		$476K Hold
3,616
– – 0.05% 99
2015
Q4 		$476K Sell
3,616
-363
-9% -$48.8K 0.05% 99
2015
Q3 		$551K Sell
3,979
-24,398
-86% -$3.6M 0.06% 84
2015
Q2 		$4.41M Buy
28,377
+24,167
+574% +$3.88M 0.29% 68
2015
Q1 		$646K Sell
4,210
-1,777
-30% -$270K 0.07% 64
2014
Q4 		$918K Sell
5,987
-1,046
-15% -$166K 0.09% 60
2014
Q3 		$1.28M Sell
7,033
-400
-5% -$72.9K 0.13% 61
2014
Q2 		$1.29M Buy
7,433
+1,149
+18% +$207K 0.13% 65
2014
Q1 		$1.16M Buy
6,284
+107
+2% +$18.8K 0.12% 65
2013
Q4 		$1.11M Buy
6,177
+121
+2% +$20.9K 0.12% 65
2013
Q3 		$1.07M Sell
6,056
-748
-11% -$136K 0.12% 62
2013
Q2 		$1.24M Buy
+6,804
New +$1.33M 0.15% 63

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

Destination Wealth Management's IBM Position: Q1 2026 in Review

Destination Wealth Management increased its IBM (IBM) stake by 19% in Q1 2026, buying an estimated $348K and bringing the position to 8,015 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #134.

Destination Wealth Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.41M in Q2 2015. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Destination Wealth Management held 8,015 shares of IBM worth $1.94M as of Q1 2026.
  • Destination Wealth Management bought 1,285 IBM shares in Q1 2026, an estimated $348K.
  • IBM made up 0.05% of Destination Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Destination Wealth Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • Destination Wealth Management's IBM position peaked at $4.41M in Q2 2015.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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