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Diversify Advisory Services’s IBM IBM Stock Holding History

Diversify Advisory Services’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 		$497K Sell
2,190
-9,582
-81% -$2.59M 0.08% 116
2025
Q4 		$3.6M Buy
11,772
+938
+9% +$281K 0.11% 133
2025
Q3 		$3.3M Buy
10,834
+489
+5% +$128K 0.11% 144
2025
Q2 		$2.43M Buy
10,345
+3,154
+44% +$813K 0.09% 161
2025
Q1 		$1.72M Buy
7,191
+183
+3% +$44.8K 0.11% 136
2024
Q4 		$1.54M Sell
7,008
-8,081
-54% -$1.8M 0.08% 165
2024
Q3 		$3.5M Sell
15,089
-3,637
-19% -$713K 0.19% 96
2024
Q2 		$3.3M Sell
18,726
-5,651
-23% -$982K 0.18% 99
2024
Q1 		$4.63M Buy
+24,377
New +$4.45M 0.27% 79

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

Diversify Advisory Services's IBM Position: Q1 2026 in Review

Diversify Advisory Services reduced its IBM (IBM) stake by 81% in Q1 2026, selling an estimated $2.59M and leaving 2,190 shares worth $497K. The position accounts for 0.08% of the portfolio, ranked #116.

Diversify Advisory Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.63M in Q1 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Diversify Advisory Services held 2,190 shares of IBM worth $497K as of Q1 2026.
  • Diversify Advisory Services sold 9,582 IBM shares in Q1 2026, an estimated $2.59M.
  • IBM made up 0.08% of Diversify Advisory Services's portfolio in Q1 2026, its #116 holding.
  • Diversify Advisory Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's IBM position peaked at $4.63M in Q1 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.