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Focused Wealth Management’s IBM IBM Stock Holding History

Focused 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
2024
Q3 		– Sell
-4,000
Closed -$692K – 260
2024
Q2 		$692K Buy
+4,000
New +$695K 0.1% 75
2020
Q1 		– Sell
-16,736
Closed -$19K – 738
2019
Q4 		$19K Buy
+16,736
New +$2.18M ﹤0.01% 418

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

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

Focused Wealth Management increased its IBM (IBM) stake by 6.1% in Q1 2026, buying an estimated $234K and bringing the position to 14,942 shares worth $3.62M. The position accounts for 0.38% of the portfolio, ranked #39.

Focused Wealth Management first reported a position in IBM in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.17M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Focused Wealth Management held 14,942 shares of IBM worth $3.62M as of Q1 2026.
  • Focused Wealth Management bought 864 IBM shares in Q1 2026, an estimated $234K.
  • IBM made up 0.38% of Focused Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Focused Wealth Management first reported a position in IBM in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's IBM position peaked at $4.17M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.