Eagle Bluffs Wealth Management’s IBM IBM Stock Holding History

Eagle Bluffs 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	$382K	Sell	1,576 -4	-0.3%	-$1.08K	0.15%	68
2025 Q4	$468K	Hold	1,580	–	–	0.19%	64
2025 Q3	$446K	Hold	1,580	–	–	0.19%	63
2025 Q2	$466K	Buy	1,580 +8	+0.5%	+$2.06K	0.22%	60
2025 Q1	$391K	Buy	1,572 +1	+0.1%	+$245	0.21%	63
2024 Q4	$345K	Buy	1,571 +4	+0.3%	+$891	0.19%	62
2024 Q3	$346K	Buy	1,567 +54	+4%	+$10.6K	0.19%	63
2024 Q2	$262K	Buy	1,513 +44	+3%	+$7.64K	0.15%	67
2024 Q1	$281K	Hold	1,469	–	–	0.17%	64
2023 Q4	$240K	Hold	1,469	–	–	0.16%	64
2023 Q3	$206K	Buy	+1,469	New	+$209K	0.16%	65

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

Eagle Bluffs Wealth Management's IBM Position: Q1 2026 in Review

Eagle Bluffs Wealth Management reduced its IBM (IBM) stake by 0.25% in Q1 2026, selling an estimated $1.08K and leaving 1,576 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #68.

Eagle Bluffs Wealth Management first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $468K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Eagle Bluffs Wealth Management held 1,576 shares of IBM worth $382K as of Q1 2026.
Eagle Bluffs Wealth Management sold 4 IBM shares in Q1 2026, an estimated $1.08K.
IBM made up 0.15% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #68 holding.
Eagle Bluffs Wealth Management first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
Eagle Bluffs Wealth Management's IBM position peaked at $468K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.