E-Wealth Partners’s IBM IBM Stock Holding History

E-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	–	Sell	-823	Closed	-$244K	–	58
2025 Q4	$244K	Buy	+823	New	+$246K	0.2%	54

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

E-Wealth Partners's IBM Position: Q1 2026 in Review

E-Wealth Partners sold out of IBM (IBM) in Q1 2026, closing a stake of 823 shares — an estimated $244K sold.

E-Wealth Partners first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 3,488 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

E-Wealth Partners reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
E-Wealth Partners sold 823 IBM shares in Q1 2026, an estimated $244K.
E-Wealth Partners first reported a position in IBM in Q4 2025 and held it in 1 quarter.
E-Wealth Partners's IBM position peaked at $244K in Q4 2025.
3,488 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on E-Wealth Partners's 13F filing for Q1 2026, filed 11 Jun 2026.