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Encompass Wealth Advisors’s IBM IBM Stock Holding History

Encompass Wealth Advisors’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 		$300K Buy
1,239
+40
+3% +$10.8K 0.1% 84
2025
Q4 		$355K Buy
1,199
+2
+0.2% +$599 0.12% 77
2025
Q3 		$338K Hold
1,197
– – 0.12% 85
2025
Q2 		$353K Buy
1,197
+7
+0.6% +$1.8K 0.13% 81
2025
Q1 		$296K Sell
1,190
-220
-16% -$53.8K 0.12% 83
2024
Q4 		$310K Sell
1,410
-1,898
-57% -$423K 0.13% 82
2024
Q3 		$731K Buy
3,308
+162
+5% +$31.8K 0.18% 110
2024
Q2 		$544K Sell
3,146
-175
-5% -$30.4K 0.14% 127
2024
Q1 		$634K Buy
3,321
+2
+0.1% +$365 0.17% 124
2023
Q4 		$543K Buy
3,319
+4
+0.1% +$604 0.16% 116
2023
Q3 		$465K Buy
3,315
+186
+6% +$26.5K 0.15% 121
2023
Q2 		$419K Sell
3,129
-28
-0.9% -$3.61K 0.14% 134
2023
Q1 		$414K Buy
3,157
+6
+0.2% +$803 0.14% 129
2022
Q4 		$444K Buy
3,151
+6
+0.2% +$828 0.16% 115
2022
Q3 		$374K Buy
3,145
+1,043
+50% +$137K 0.14% 129
2022
Q2 		$297K Buy
2,102
+6
+0.3% +$810 0.11% 155
2022
Q1 		$273K Sell
2,096
-995
-32% -$130K 0.07% 184
2021
Q4 		$413K Buy
3,091
+894
+41% +$112K 0.1% 151
2021
Q3 		$291K Buy
2,197
+223
+11% +$29.8K 0.08% 178
2021
Q2 		$276K Buy
1,974
+3
+0.2% +$410 0.07% 193
2021
Q1 		$274K Buy
1,971
+54
+3% +$6.46K 0.07% 191
2020
Q4 		$231K Buy
+1,917
New +$222K 0.13% 98

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

Encompass Wealth Advisors's IBM Position: Q1 2026 in Review

Encompass Wealth Advisors increased its IBM (IBM) stake by 3.3% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,239 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #84.

Encompass Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $731K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Encompass Wealth Advisors held 1,239 shares of IBM worth $300K as of Q1 2026.
  • Encompass Wealth Advisors bought 40 IBM shares in Q1 2026, an estimated $10.8K.
  • IBM made up 0.1% of Encompass Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Encompass Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's IBM position peaked at $731K in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.