Flywheel Private Wealth’s IBM IBM Stock Holding History

Flywheel Private Wealth’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	–	Sell	-755	Closed	-$224K	–	107
2025 Q4	$224K	Hold	755	–	–	0.14%	78
2025 Q3	$213K	Hold	755	–	–	0.17%	80
2025 Q2	$223K	Buy	+755	New	+$195K	0.18%	76

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

Flywheel Private Wealth's IBM Position: Q1 2026 in Review

Flywheel Private Wealth sold out of IBM (IBM) in Q1 2026, closing a stake of 755 shares — an estimated $224K sold.

Flywheel Private Wealth first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Flywheel Private Wealth reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Flywheel Private Wealth sold 755 IBM shares in Q1 2026, an estimated $224K.
Flywheel Private Wealth first reported a position in IBM in Q2 2025 and held it in 3 quarters.
Flywheel Private Wealth's IBM position peaked at $224K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Flywheel Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.