Envestnet Portfolio Solutions’s IBM IBM Stock Holding History

Envestnet Portfolio Solutions’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	$6.07M	Sell	25,025 -2,814	-10%	-$761K	0.03%	255
2025 Q4	$8.25M	Buy	27,839 +10,331	+59%	+$3.09M	0.03%	282
2025 Q3	$4.94M	Sell	17,508 -1,802	-9%	-$472K	0.02%	354
2025 Q2	$5.69M	Buy	19,310 +1,529	+9%	+$394K	0.02%	330
2025 Q1	$4.42M	Sell	17,781 -29,870	-63%	-$7.31M	0.02%	390
2024 Q4	$10.5M	Sell	47,651 -2,471	-5%	-$550K	0.03%	236
2024 Q3	$11.1M	Sell	50,122 -604	-1%	-$118K	0.04%	229
2024 Q2	$8.77M	Sell	50,726 -3,685	-7%	-$640K	0.03%	255
2024 Q1	$10.4M	Buy	54,411 +14,929	+38%	+$2.72M	0.04%	224
2023 Q4	$6.46M	Sell	39,482 -5,604	-12%	-$847K	0.03%	273
2023 Q3	$6.33M	Buy	+45,086	New	+$6.41M	0.03%	257

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

Envestnet Portfolio Solutions's IBM Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its IBM (IBM) stake by 10% in Q1 2026, selling an estimated $761K and leaving 25,025 shares worth $6.07M. The position accounts for 0.03% of the portfolio, ranked #255.

Envestnet Portfolio Solutions first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2024. 3,461 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Envestnet Portfolio Solutions held 25,025 shares of IBM worth $6.07M as of Q1 2026.
Envestnet Portfolio Solutions sold 2,814 IBM shares in Q1 2026, an estimated $761K.
IBM made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #255 holding.
Envestnet Portfolio Solutions first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's IBM position peaked at $11.1M in Q3 2024.
3,461 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.