FA
IBM icon

Fiducient Advisors’s IBM IBM Stock Holding History

Fiducient 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 		$373K Buy
1,540
+315
+26% +$85.2K 0.05% 107
2025
Q4 		$363K Sell
1,225
-200
-14% -$59.9K 0.05% 129
2025
Q3 		$402K Buy
1,425
+24
+2% +$6.28K 0.05% 105
2025
Q2 		$413K Sell
1,401
-60
-4% -$15.5K 0.05% 104
2025
Q1 		$363K Sell
1,461
-211
-13% -$51.6K 0.05% 114
2024
Q4 		$368K Buy
1,672
+200
+14% +$44.5K 0.05% 110
2024
Q3 		$326K Buy
1,472
+35
+2% +$6.86K 0.04% 111
2024
Q2 		$249K Sell
1,437
-1,883
-57% -$327K 0.03% 131
2024
Q1 		$634K Buy
3,320
+32
+1% +$5.84K 0.13% 70
2023
Q4 		$538K Buy
3,288
+11
+0.3% +$1.66K 0.1% 69
2023
Q3 		$460K Buy
+3,277
New +$466K 0.03% 70
2023
Q1 		– Sell
-1,450
Closed -$204K – 101
2022
Q4 		$204K Buy
+1,450
New +$200K 0.06% 173
2022
Q3 		– Sell
-3,589
Closed -$507K – 68
2022
Q2 		$507K Buy
+3,589
New +$484K 0.19% 43
2021
Q4 		– Sell
-1,868
Closed -$248K – 79
2021
Q3 		$248K Hold
1,868
– – 0.08% 91
2021
Q2 		$262K Sell
1,868
-79
-4% -$10.8K 0.08% 68
2021
Q1 		$248K Buy
1,947
+79
+4% +$9.46K 0.08% 74
2020
Q4 		$225K Buy
+1,868
New +$216K 0.08% 72

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

Fiducient Advisors's IBM Position: Q1 2026 in Review

Fiducient Advisors increased its IBM (IBM) stake by 26% in Q1 2026, buying an estimated $85.2K and bringing the position to 1,540 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #107.

Fiducient Advisors first reported a position in IBM in Q4 2020 and has held it in 17 quarters since. The position peaked at $634K in Q1 2024. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Fiducient Advisors held 1,540 shares of IBM worth $373K as of Q1 2026.
  • Fiducient Advisors bought 315 IBM shares in Q1 2026, an estimated $85.2K.
  • IBM made up 0.05% of Fiducient Advisors's portfolio in Q1 2026, its #107 holding.
  • Fiducient Advisors first reported a position in IBM in Q4 2020 and has held it in 17 quarters since.
  • Fiducient Advisors's IBM position peaked at $634K in Q1 2024.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.