First Command Advisory Services’s IBM IBM Stock Holding History

First Command Advisory Services’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	$841K	Buy	3,471 +12	+0.3%	+$3.25K	0.01%	99
2025 Q4	$1.02M	Buy	3,459 +36	+1%	+$10.8K	0.01%	88
2025 Q3	$966K	Sell	3,423 -77	-2%	-$20.2K	0.01%	91
2025 Q2	$1.03M	Buy	3,500 +39	+1%	+$10K	0.01%	82
2025 Q1	$861K	Sell	3,461 -196	-5%	-$47.9K	0.01%	86
2024 Q4	$804K	Sell	3,657 -78	-2%	-$17.4K	0.01%	86
2024 Q3	$826K	Buy	3,735 +144	+4%	+$28.2K	0.01%	91
2024 Q2	$621K	Sell	3,591 -14	-0.4%	-$2.43K	0.01%	91
2024 Q1	$688K	Sell	3,605 -187	-5%	-$34.1K	0.01%	89
2023 Q4	$620K	Buy	3,792 +325	+9%	+$49.1K	0.01%	85
2023 Q3	$486K	Buy	3,467 +3,465	+173,250%	+$493K	0.01%	98
2023 Q2	$134	Sell	2 -278	-99%	-$35.9K	﹤0.01%	60
2023 Q1	$36.7K	Buy	+280	New	+$37.5K	﹤0.01%	14
2021 Q4	–	Sell	-25	Closed	–	–	117
2021 Q3	$0	Buy	+25	New	+$3.34K	﹤0.01%	125

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

First Command Advisory Services's IBM Position: Q1 2026 in Review

First Command Advisory Services increased its IBM (IBM) stake by 0.35% in Q1 2026, buying an estimated $3.25K and bringing the position to 3,471 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #99.

First Command Advisory Services first reported a position in IBM in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

First Command Advisory Services held 3,471 shares of IBM worth $841K as of Q1 2026.
First Command Advisory Services bought 12 IBM shares in Q1 2026, an estimated $3.25K.
IBM made up 0.01% of First Command Advisory Services's portfolio in Q1 2026, its #99 holding.
First Command Advisory Services first reported a position in IBM in Q3 2021 and has held it in 14 quarters since.
First Command Advisory Services's IBM position peaked at $1.03M in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.