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Etesian Wealth Advisors’s IBM IBM Stock Holding History

Etesian 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 		$1.18M Sell
4,857
-174
-3% -$47.1K 0.38% 62
2025
Q4 		$1.49M Sell
5,031
-453
-8% -$136K 0.47% 53
2025
Q3 		$1.55M Sell
5,484
-146
-3% -$38.2K 0.51% 49
2025
Q2 		$1.66M Sell
5,630
-915
-14% -$236K 0.62% 45
2025
Q1 		$1.63M Sell
6,545
-400
-6% -$97.8K 0.7% 43
2024
Q4 		$1.53M Buy
6,945
+372
+6% +$82.8K 0.68% 41
2024
Q3 		$1.45M Buy
6,573
+9
+0.1% +$1.76K 0.66% 46
2024
Q2 		$1.14M Hold
6,564
– – 0.64% 53
2024
Q1 		$1.25M Sell
6,564
-62
-0.9% -$11.3K 0.72% 52
2023
Q4 		$1.09M Sell
6,626
-341
-5% -$51.5K 0.65% 52
2023
Q3 		$977K Sell
6,967
-11
-0.2% -$1.56K 0.66% 54
2023
Q2 		$934K Buy
6,978
+202
+3% +$26.1K 0.61% 55
2023
Q1 		$888K Buy
6,776
+276
+4% +$36.9K 0.59% 56
2022
Q4 		$916K Buy
+6,500
New +$897K 0.67% 49

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

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

Etesian Wealth Advisors reduced its IBM (IBM) stake by 3.5% in Q1 2026, selling an estimated $47.1K and leaving 4,857 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #62.

Etesian Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Etesian Wealth Advisors held 4,857 shares of IBM worth $1.18M as of Q1 2026.
  • Etesian Wealth Advisors sold 174 IBM shares in Q1 2026, an estimated $47.1K.
  • IBM made up 0.38% of Etesian Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Etesian Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Etesian Wealth Advisors's IBM position peaked at $1.66M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.