Destiny Wealth Partners’s IBM IBM Stock Holding History

Destiny Wealth Partners’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	$465K	Buy	1,917 +230	+14%	+$62.2K	0.05%	147
2025 Q4	$500K	Sell	1,687 -164	-9%	-$49.1K	0.06%	126
2025 Q3	$522K	Buy	1,851 +915	+98%	+$240K	0.06%	122
2025 Q2	$276K	Buy	+936	New	+$241K	0.04%	162
2023 Q1	–	Sell	-332	Closed	-$46.8K	–	376
2022 Q4	$46.8K	Buy	332 +32	+11%	+$4.41K	0.01%	301
2022 Q3	$36K	Hold	300	–	–	0.01%	305
2022 Q2	$42K	Sell	300 -13	-4%	-$1.75K	0.01%	294
2022 Q1	$41K	Buy	313 +13	+4%	+$1.7K	0.01%	328
2021 Q4	$40K	Sell	300 -145	-33%	-$18.2K	0.01%	345
2021 Q3	$59K	Buy	+445	New	+$59.5K	0.01%	259
2021 Q2	–	Sell	-445	Closed	-$57K	–	326
2021 Q1	$57K	Hold	445	–	–	0.01%	249
2020 Q4	$53K	Buy	+445	New	+$51.4K	0.01%	279

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

Destiny Wealth Partners's IBM Position: Q1 2026 in Review

Destiny Wealth Partners increased its IBM (IBM) stake by 14% in Q1 2026, buying an estimated $62.2K and bringing the position to 1,917 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #147.

Destiny Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 12 quarters since. The position peaked at $522K in Q3 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Destiny Wealth Partners held 1,917 shares of IBM worth $465K as of Q1 2026.
Destiny Wealth Partners bought 230 IBM shares in Q1 2026, an estimated $62.2K.
IBM made up 0.05% of Destiny Wealth Partners's portfolio in Q1 2026, its #147 holding.
Destiny Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 12 quarters since.
Destiny Wealth Partners's IBM position peaked at $522K in Q3 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.