Finer Wealth Management’s IBM IBM Stock Holding History

Finer Wealth Management’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	$243K	Hold	1,004	–	–	0.12%	81
2025 Q4	$297K	Hold	1,004	–	–	0.14%	69
2025 Q3	$283K	Buy	1,004 +7	+0.7%	+$1.83K	0.14%	72
2025 Q2	$294K	Hold	997	–	–	0.16%	74
2025 Q1	$248K	Sell	997 -17	-2%	-$4.16K	0.15%	74
2024 Q4	$223K	Sell	1,014 -18	-2%	-$4.01K	0.13%	81
2024 Q3	$228K	Buy	+1,032	New	+$202K	0.14%	74
2024 Q2	–	Sell	-2,529	Closed	-$483K	–	77
2024 Q1	$483K	Buy	2,529 +5	+0.2%	+$912	0.32%	55
2023 Q4	$413K	Hold	2,524	–	–	0.31%	56
2023 Q3	$354K	Buy	2,524 +501	+25%	+$71.3K	0.28%	59
2023 Q2	$271K	Buy	2,023 +73	+4%	+$9.42K	0.21%	71
2023 Q1	$256K	Buy	+1,950	New	+$261K	0.22%	74

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

Finer Wealth Management's IBM Position: Q1 2026 in Review

Finer Wealth Management held its IBM (IBM) position steady in Q1 2026 at 1,004 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #81.

Finer Wealth Management first reported a position in IBM in Q1 2023 and has held it in 12 quarters since. The position peaked at $483K in Q1 2024. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Finer Wealth Management held 1,004 shares of IBM worth $243K as of Q1 2026.
Finer Wealth Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.12% of Finer Wealth Management's portfolio in Q1 2026, its #81 holding.
Finer Wealth Management first reported a position in IBM in Q1 2023 and has held it in 12 quarters since.
Finer Wealth Management's IBM position peaked at $483K in Q1 2024.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.