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Foundations Investment Advisors’s IBM IBM Stock Holding History

Foundations Investment Advisors’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 		$18.8M Buy
77,707
+9,001
+13% +$2.44M 0.23% 99
2025
Q4 		$20.4M Buy
68,706
+7,554
+12% +$2.26M 0.27% 83
2025
Q3 		$17.3M Buy
61,152
+5,162
+9% +$1.35M 0.25% 91
2025
Q2 		$16.5M Buy
55,990
+11,989
+27% +$3.09M 0.26% 97
2025
Q1 		$10.9M Buy
44,001
+5,885
+15% +$1.44M 0.2% 120
2024
Q4 		$8.38M Buy
38,116
+7,815
+26% +$1.74M 0.16% 127
2024
Q3 		$6.7M Buy
30,301
+1,626
+6% +$319K 0.14% 133
2024
Q2 		$4.96M Buy
28,675
+748
+3% +$130K 0.12% 138
2024
Q1 		$5.33M Buy
27,927
+261
+0.9% +$47.6K 0.14% 133
2023
Q4 		$5.17M Sell
27,666
-685
-2% -$104K 0.14% 118
2023
Q3 		$3.98M Buy
28,351
+582
+2% +$82.8K 0.12% 139
2023
Q2 		$3.72M Buy
27,769
+1,190
+4% +$154K 0.12% 124
2023
Q1 		$3.48M Buy
26,579
+7,692
+41% +$1.03M 0.12% 111
2022
Q4 		$2.66M Buy
18,887
+14,080
+293% +$1.94M 0.11% 102
2022
Q3 		$571K Buy
4,807
+2,480
+107% +$325K 0.02% 216
2022
Q2 		$321K Buy
2,327
+428
+23% +$57.8K 0.01% 292
2022
Q1 		$240K Sell
1,899
-12
-0.6% -$1.56K 0.01% 316
2021
Q4 		$255K Buy
+1,911
New +$240K 0.01% 303
2021
Q3 		– Sell
-1,487
Closed -$201K – 322
2021
Q2 		$201K Buy
+1,487
New +$203K 0.01% 290
2020
Q4 		– Sell
-2,553
Closed -$294K – 193
2020
Q3 		$294K Buy
+2,553
New +$301K 0.06% 137

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

Foundations Investment Advisors's IBM Position: Q1 2026 in Review

Foundations Investment Advisors increased its IBM (IBM) stake by 13% in Q1 2026, buying an estimated $2.44M and bringing the position to 77,707 shares worth $18.8M. The position accounts for 0.23% of the portfolio, ranked #99.

Foundations Investment Advisors first reported a position in IBM in Q3 2020 and has held it in 20 quarters since. The position peaked at $20.4M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Foundations Investment Advisors held 77,707 shares of IBM worth $18.8M as of Q1 2026.
  • Foundations Investment Advisors bought 9,001 IBM shares in Q1 2026, an estimated $2.44M.
  • IBM made up 0.23% of Foundations Investment Advisors's portfolio in Q1 2026, its #99 holding.
  • Foundations Investment Advisors first reported a position in IBM in Q3 2020 and has held it in 20 quarters since.
  • Foundations Investment Advisors's IBM position peaked at $20.4M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.