Ergawealth Advisors’s IBM IBM Stock Holding History

Ergawealth 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	$522K	Buy	2,155 +155	+8%	+$41.9K	0.23%	29
2025 Q4	$592K	Hold	2,000	–	–	0.27%	28
2025 Q3	$564K	Hold	2,000	–	–	0.26%	32
2025 Q2	$590K	Hold	2,000	–	–	0.27%	39
2025 Q1	$497K	Hold	2,000	–	–	0.25%	38
2024 Q4	$440K	Hold	2,000	–	–	0.22%	43
2024 Q3	$442K	Sell	2,000 -4	-0.2%	-$784	0.22%	43
2024 Q2	$347K	Sell	2,004 -46	-2%	-$7.99K	0.19%	46
2024 Q1	$391K	Buy	2,050 +50	+3%	+$9.12K	0.21%	42
2023 Q4	$327K	Hold	2,000	–	–	0.2%	39
2023 Q3	$281K	Hold	2,000	–	–	0.19%	39
2023 Q2	$268K	Hold	2,000	–	–	0.18%	38
2023 Q1	$262K	Hold	2,000	–	–	0.21%	33
2022 Q4	$282K	Buy	+2,000	New	+$276K	0.26%	35

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

Ergawealth Advisors's IBM Position: Q1 2026 in Review

Ergawealth Advisors increased its IBM (IBM) stake by 7.8% in Q1 2026, buying an estimated $41.9K and bringing the position to 2,155 shares worth $522K. The position accounts for 0.23% of the portfolio, ranked #29.

Ergawealth Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $592K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Ergawealth Advisors held 2,155 shares of IBM worth $522K as of Q1 2026.
Ergawealth Advisors bought 155 IBM shares in Q1 2026, an estimated $41.9K.
IBM made up 0.23% of Ergawealth Advisors's portfolio in Q1 2026, its #29 holding.
Ergawealth Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's IBM position peaked at $592K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.