EWA
IBM icon

Exencial Wealth Advisors’s IBM IBM Stock Holding History

Exencial 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 		$2.01M Buy
8,276
+402
+5% +$109K 0.06% 224
2025
Q4 		$2.33M Buy
7,874
+34
+0.4% +$10.2K 0.07% 207
2025
Q3 		$2.21M Buy
7,840
+385
+5% +$101K 0.07% 208
2025
Q2 		$2.2M Sell
7,455
-679
-8% -$175K 0.08% 205
2025
Q1 		$2.02M Sell
8,134
-143
-2% -$35K 0.07% 211
2024
Q4 		$1.82M Sell
8,277
-364
-4% -$81.1K 0.07% 222
2024
Q3 		$1.91M Sell
8,641
-1,438
-14% -$282K 0.07% 223
2024
Q2 		$1.74M Sell
10,079
-1,700
-14% -$295K 0.07% 217
2024
Q1 		$2.25M Sell
11,779
-1,740
-13% -$317K 0.08% 198
2023
Q4 		$2.21M Sell
13,519
-590
-4% -$89.2K 0.09% 189
2023
Q3 		$1.98M Sell
14,109
-2,950
-17% -$420K 0.1% 172
2023
Q2 		$2.28M Sell
17,059
-2,188
-11% -$282K 0.1% 174
2023
Q1 		$2.52M Sell
19,247
-3,135
-14% -$419K 0.13% 157
2022
Q4 		$3.15M Sell
22,382
-74,552
-77% -$10.3M 0.17% 147
2022
Q3 		$11.5M Sell
96,934
-3,633
-4% -$477K 0.7% 41
2022
Q2 		$14.2M Sell
100,567
-6,925
-6% -$935K 0.8% 34
2022
Q1 		$14M Buy
107,492
+87,078
+427% +$11.4M 0.7% 37
2021
Q4 		$2.73M Sell
20,414
-13,642
-40% -$1.71M 0.13% 169
2021
Q3 		$4.52M Buy
34,056
+2,503
+8% +$335K 0.2% 109
2021
Q2 		$4.42M Buy
31,553
+149
+0.5% +$20.4K 0.24% 121
2021
Q1 		$4M Buy
31,404
+1,244
+4% +$149K 0.24% 130
2020
Q4 		$3.63M Sell
30,160
-36,340
-55% -$4.2M 0.25% 121
2020
Q3 		$7.74M Buy
66,500
+32,954
+98% +$3.88M 0.41% 73
2020
Q2 		$3.87M Buy
+33,546
New +$3.9M 0.34% 102
2014
Q3 		– Sell
-17,600
Closed -$3.17M – 147
2014
Q2 		$3.17M Sell
17,600
-886
-5% -$159K 1.35% 22
2014
Q1 		$3.47M Sell
18,486
-947
-5% -$167K 1.45% 18
2013
Q4 		$3.39M Sell
19,433
-1,639
-8% -$283K 1.53% 21
2013
Q3 		$3.58M Sell
21,072
-346
-2% -$62.9K 1.68% 14
2013
Q2 		$3.86M Buy
+21,418
New +$4.17M 1.91% 10

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

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

Exencial Wealth Advisors increased its IBM (IBM) stake by 5.1% in Q1 2026, buying an estimated $109K and bringing the position to 8,276 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #224.

Exencial Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 29 quarters since. The position peaked at $14.2M in Q2 2022. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Exencial Wealth Advisors held 8,276 shares of IBM worth $2.01M as of Q1 2026.
  • Exencial Wealth Advisors bought 402 IBM shares in Q1 2026, an estimated $109K.
  • IBM made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #224 holding.
  • Exencial Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 29 quarters since.
  • Exencial Wealth Advisors's IBM position peaked at $14.2M in Q2 2022.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.