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ForthRight Wealth Management’s IBM IBM Stock Holding History

ForthRight 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 		$1.02M Hold
4,226
– – 0.29% 32
2025
Q4 		$1.25M Buy
4,226
+60
+1% +$18K 0.36% 28
2025
Q3 		$1.18M Buy
4,166
+2,064
+98% +$540K 0.34% 29
2025
Q2 		$620K Buy
2,102
+1,251
+147% +$322K 0.19% 40
2025
Q1 		$212K Buy
+851
New +$208K 0.07% 62
2021
Q1 		– Sell
-315
Closed -$38K – 96
2020
Q4 		$38K Buy
+315
New +$36.4K 0.03% 74

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

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

ForthRight Wealth Management held its IBM (IBM) position steady in Q1 2026 at 4,226 shares worth $1.02M. The position accounts for 0.29% of the portfolio, ranked #32.

ForthRight Wealth Management first reported a position in IBM in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • ForthRight Wealth Management held 4,226 shares of IBM worth $1.02M as of Q1 2026.
  • ForthRight Wealth Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.29% of ForthRight Wealth Management's portfolio in Q1 2026, its #32 holding.
  • ForthRight Wealth Management first reported a position in IBM in Q4 2020 and has held it in 6 quarters since.
  • ForthRight Wealth Management's IBM position peaked at $1.25M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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