Focus Partners Wealth
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Focus Partners Wealth’s IBM IBM Stock Holding History

Focus Partners 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 		$95.4M Sell
393,507
-22,057
-5% -$5.97M 0.11% 191
2025
Q4 		$123M Buy
415,564
+194,904
+88% +$58.4M 0.14% 145
2025
Q3 		$62.3M Buy
220,660
+21,078
+11% +$5.52M 0.1% 178
2025
Q2 		$58.8M Buy
199,582
+37,115
+23% +$9.56M 0.13% 166
2025
Q1 		$40.4M Buy
162,467
+2,044
+1% +$500K 0.1% 197
2024
Q4 		$35.3M Sell
160,423
-148,605
-48% -$33.1M 0.09% 214
2024
Q3 		$48.4M Buy
309,028
+100,588
+48% +$19.7M 0.15% 143
2024
Q2 		$36M Buy
208,440
+114,059
+121% +$19.8M 0.12% 167
2024
Q1 		$18M Buy
94,381
+33,654
+55% +$6.14M 0.15% 156
2023
Q4 		$9.93M Buy
+60,727
New +$9.18M 0.13% 153

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

Focus Partners Wealth's IBM Position: Q1 2026 in Review

Focus Partners Wealth reduced its IBM (IBM) stake by 5.3% in Q1 2026, selling an estimated $5.97M and leaving 393,507 shares worth $95.4M. The position accounts for 0.11% of the portfolio, ranked #191.

Focus Partners Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $123M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Focus Partners Wealth held 393,507 shares of IBM worth $95.4M as of Q1 2026.
  • Focus Partners Wealth sold 22,057 IBM shares in Q1 2026, an estimated $5.97M.
  • IBM made up 0.11% of Focus Partners Wealth's portfolio in Q1 2026, its #191 holding.
  • Focus Partners Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's IBM position peaked at $123M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.