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Diversify Wealth Management’s IBM IBM Stock Holding History

Diversify 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 		$9.04M Buy
39,808
+19,967
+101% +$5.4M 0.16% 138
2025
Q4 		$6.01M Buy
19,841
+30
+0.2% +$8.98K 0.28% 95
2025
Q3 		$6.04M Buy
19,811
+559
+3% +$146K 0.35% 74
2025
Q2 		$4.52M Buy
19,252
+1,678
+10% +$432K 0.28% 107
2025
Q1 		$4.21M Buy
17,574
+1,997
+13% +$488K 0.31% 89
2024
Q4 		$3.42M Buy
15,577
+787
+5% +$175K 0.27% 103
2024
Q3 		$3.44M Buy
14,790
+3,660
+33% +$718K 0.33% 79
2024
Q2 		$2.04M Buy
+11,130
New +$1.93M 0.25% 95

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 Wealth Management's IBM Position: Q1 2026 in Review

Diversify Wealth Management increased its IBM (IBM) stake by 101% in Q1 2026, buying an estimated $5.4M and bringing the position to 39,808 shares worth $9.04M. The position accounts for 0.16% of the portfolio, ranked #138.

Diversify Wealth Management first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Diversify Wealth Management held 39,808 shares of IBM worth $9.04M as of Q1 2026.
  • Diversify Wealth Management bought 19,967 IBM shares in Q1 2026, an estimated $5.4M.
  • IBM made up 0.16% of Diversify Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Diversify Wealth Management first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.