Forvis Mazars Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.11M | Buy |
37,594
+128
| +0.3% | +$34.6K | 0.17% | 65 |
|
|
2025
Q4 | $11.1M | Sell |
37,466
-1,087
| -3% | -$326K | 0.21% | 55 |
|
|
2025
Q3 | $10.9M | Buy |
38,553
+313
| +0.8% | +$81.9K | 0.22% | 54 |
|
|
2025
Q2 | $11.3M | Sell |
38,240
-96
| -0.3% | -$24.7K | 0.24% | 52 |
|
|
2025
Q1 | $9.53M | Buy |
38,336
+5,426
| +16% | +$1.33M | 0.23% | 54 |
|
|
2024
Q4 | $7.23M | Sell |
32,910
-820
| -2% | -$183K | 0.17% | 74 |
|
|
2024
Q3 | $7.46M | Sell |
33,730
-2,892
| -8% | -$567K | 0.17% | 75 |
|
|
2024
Q2 | $6.33M | Buy |
36,622
+3,011
| +9% | +$523K | 0.16% | 77 |
|
|
2024
Q1 | $6.42M | Sell |
33,611
-2,879
| -8% | -$525K | 0.16% | 77 |
|
|
2023
Q4 | $5.97M | Sell |
36,490
-1,823
| -5% | -$275K | 0.17% | 74 |
|
|
2023
Q3 | $5.38M | Sell |
38,313
-10,953
| -22% | -$1.56M | 0.16% | 79 |
|
|
2023
Q2 | $6.59M | Buy |
49,266
+13,077
| +36% | +$1.69M | 0.19% | 79 |
|
|
2023
Q1 | $4.74M | Buy |
36,189
+181
| +0.5% | +$24.2K | 0.16% | 86 |
|
|
2022
Q4 | $5.07M | Buy |
36,008
+1,390
| +4% | +$192K | 0.18% | 82 |
|
|
2022
Q3 | $4.11M | Buy |
34,618
+1,256
| +4% | +$165K | 0.17% | 88 |
|
|
2022
Q2 | $4.71M | Buy |
33,362
+3,790
| +13% | +$512K | 0.19% | 73 |
|
|
2022
Q1 | $3.85M | Buy |
29,572
+2,846
| +11% | +$371K | 0.16% | 70 |
|
|
2021
Q4 | $3.57M | Buy |
26,726
+502
| +2% | +$63K | 0.15% | 71 |
|
|
2021
Q3 | $3.48M | Buy |
26,224
+1,625
| +7% | +$217K | 0.16% | 67 |
|
|
2021
Q2 | $3.45M | Buy |
24,599
+952
| +4% | +$130K | 0.16% | 67 |
|
|
2021
Q1 | $3.01M | Buy |
23,647
+3,521
| +17% | +$421K | 0.15% | 72 |
|
|
2020
Q4 | $2.42M | Buy |
20,126
+3,370
| +20% | +$389K | 0.12% | 90 |
|
|
2020
Q3 | $1.95M | Buy |
16,756
+3,172
| +23% | +$373K | 0.11% | 90 |
|
|
2020
Q2 | $1.57M | Buy |
13,584
+5,288
| +64% | +$614K | 0.1% | 99 |
|
|
2020
Q1 | $880K | Buy |
8,296
+1,438
| +21% | +$182K | 0.07% | 119 |
|
|
2019
Q4 | $879K | Buy |
6,858
+1,613
| +31% | +$210K | 0.06% | 125 |
|
|
2019
Q3 | $729K | Buy |
5,245
+272
| +5% | +$36.7K | 0.06% | 128 |
|
|
2019
Q2 | $656K | Sell |
4,973
-436
| -8% | -$57.3K | 0.05% | 135 |
|
|
2019
Q1 | $729K | Sell |
5,409
-47
| -0.9% | -$5.99K | 0.06% | 126 |
|
|
2018
Q4 | $593K | Sell |
5,456
-5,444
| -50% | -$653K | 0.06% | 122 |
|
|
2018
Q3 | $1.57M | Buy |
10,900
+46
| +0.4% | +$6.43K | 0.14% | 82 |
|
|
2018
Q2 | $1.45M | Sell |
10,854
-657
| -6% | -$91.6K | 0.14% | 86 |
|
|
2018
Q1 | $1.69M | Sell |
11,511
-751
| -6% | -$114K | 0.17% | 76 |
|
|
2017
Q4 | $1.8M | Sell |
12,262
-811
| -6% | -$118K | 0.18% | 74 |
|
|
2017
Q3 | $1.81M | Sell |
13,073
-794
| -6% | -$111K | 0.2% | 69 |
|
|
2017
Q2 | $2.04M | Buy |
13,867
+551
| +4% | +$83.1K | 0.23% | 66 |
|
|
2017
Q1 | $2.22M | Buy |
13,316
+331
| +3% | +$55.5K | 0.27% | 51 |
|
|
2016
Q4 | $2.06M | Buy |
12,985
+3,210
| +33% | +$489K | 0.27% | 50 |
|
|
2016
Q3 | $1.49M | Sell |
9,775
-754
| -7% | -$114K | 0.21% | 58 |
|
|
2016
Q2 | $1.53M | Buy |
10,529
+906
| +9% | +$130K | 0.23% | 60 |
|
|
2016
Q1 | $1.39M | Buy |
9,623
+6
| +0.1% | +$766 | 0.22% | 59 |
|
|
2015
Q4 | $1.26M | Buy |
9,617
+524
| +6% | +$70.4K | 0.19% | 62 |
|
|
2015
Q3 | $1.26M | Buy |
9,093
+103
| +1% | +$15.2K | 0.22% | 59 |
|
|
2015
Q2 | $1.4M | Sell |
8,990
-30
| -0.3% | -$4.82K | 0.21% | 62 |
|
|
2015
Q1 | $1.38M | Buy |
9,020
+113
| +1% | +$17.1K | 0.2% | 64 |
|
|
2014
Q4 | $1.37M | Buy |
8,907
+181
| +2% | +$28.8K | 0.22% | 58 |
|
|
2014
Q3 | $1.58M | Sell |
8,726
-128
| -1% | -$23.3K | 0.27% | 53 |
|
|
2014
Q2 | $1.53M | Buy |
8,854
+1,206
| +16% | +$217K | 0.26% | 54 |
|
|
2014
Q1 | $1.41M | Buy |
7,648
+384
| +5% | +$67.6K | 0.25% | 62 |
|
|
2013
Q4 | $1.3M | Sell |
7,264
-212
| -3% | -$36.6K | 0.24% | 63 |
|
|
2013
Q3 | $1.32M | Buy |
7,476
+1,646
| +28% | +$299K | 0.27% | 60 |
|
|
2013
Q2 | $1.06M | Buy |
+5,830
| New | +$1.14M | 0.84% | 43 |
|
Other funds holding IBM
VCM
VPM
Forvis Mazars Wealth Advisors's IBM Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors increased its IBM (IBM) stake by 0.34% in Q1 2026, buying an estimated $34.6K and bringing the position to 37,594 shares worth $9.11M. The position accounts for 0.17% of the portfolio, ranked #65.
Forvis Mazars Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Forvis Mazars Wealth Advisors held 37,594 shares of IBM worth $9.11M as of Q1 2026.
- Forvis Mazars Wealth Advisors bought 128 IBM shares in Q1 2026, an estimated $34.6K.
- IBM made up 0.17% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #65 holding.
- Forvis Mazars Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Forvis Mazars Wealth Advisors's IBM position peaked at $11.3M in Q2 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.