Financial Consulate’s IBM IBM Stock Holding History

Financial Consulate’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	$516K	Buy	2,131 +35	+2%	+$9.47K	0.06%	79
2025 Q4	$621K	Buy	2,096 +142	+7%	+$42.5K	0.08%	72
2025 Q3	$551K	Buy	+1,954	New	+$511K	0.08%	86
2023 Q1	–	Sell	-1,703	Closed	-$240K	–	130
2022 Q4	$240K	Buy	1,703 +1	+0.1%	+$138	0.08%	122
2022 Q3	$202K	Buy	1,702 +1	+0.1%	+$131	0.09%	114
2022 Q2	$240K	Buy	1,701 +1	+0.1%	+$135	0.11%	110
2022 Q1	$221K	Buy	1,700 +24	+1%	+$3.13K	0.08%	122
2021 Q4	$224K	Sell	1,676 -72	-4%	-$9.03K	0.08%	125
2021 Q3	$232K	Sell	1,748 -25	-1%	-$3.34K	0.08%	117
2021 Q2	$248K	Buy	1,773 +75	+4%	+$10.3K	0.09%	109
2021 Q1	$216K	Buy	+1,698	New	+$203K	0.09%	111
2018 Q3	–	Sell	-1,510	Closed	-$202K	–	118
2018 Q2	$202K	Buy	1,510 +78	+5%	+$10.9K	0.1%	114
2018 Q1	$210K	Buy	+1,432	New	+$217K	0.11%	101

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

Financial Consulate's IBM Position: Q1 2026 in Review

Financial Consulate increased its IBM (IBM) stake by 1.7% in Q1 2026, buying an estimated $9.47K and bringing the position to 2,131 shares worth $516K. The position accounts for 0.06% of the portfolio, ranked #79.

Financial Consulate first reported a position in IBM in Q1 2018 and has held it in 13 quarters since. The position peaked at $621K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Financial Consulate held 2,131 shares of IBM worth $516K as of Q1 2026.
Financial Consulate bought 35 IBM shares in Q1 2026, an estimated $9.47K.
IBM made up 0.06% of Financial Consulate's portfolio in Q1 2026, its #79 holding.
Financial Consulate first reported a position in IBM in Q1 2018 and has held it in 13 quarters since.
Financial Consulate's IBM position peaked at $621K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.