FourThought Financial Partners’s IBM IBM Stock Holding History

FourThought Financial Partners’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	$602K	Sell	2,483 -352	-12%	-$95.2K	0.05%	170
2025 Q4	$840K	Buy	2,835 +264	+10%	+$79.1K	0.07%	159
2025 Q3	$725K	Sell	2,571 -91	-3%	-$23.8K	0.06%	159
2025 Q2	$785K	Sell	2,662 -89	-3%	-$22.9K	0.08%	151
2025 Q1	$684K	Sell	2,751 -24	-0.9%	-$5.87K	0.07%	155
2024 Q4	$610K	Buy	+2,775	New	+$618K	0.06%	169
2024 Q2	–	Sell	-3,370	Closed	-$644K	–	246
2024 Q1	$644K	Sell	3,370 -127	-4%	-$23.2K	0.07%	170
2023 Q4	$572K	Sell	3,497 -166	-5%	-$25.1K	0.07%	180
2023 Q3	$514K	Buy	3,663 +191	+6%	+$27.2K	0.07%	180
2023 Q2	$465K	Sell	3,472 -387	-10%	-$49.9K	0.06%	197
2023 Q1	$506K	Sell	3,859 -481	-11%	-$64.3K	0.07%	180
2022 Q4	$611K	Buy	+4,340	New	+$599K	0.09%	168

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial Partners's IBM Position: Q1 2026 in Review

FourThought Financial Partners reduced its IBM (IBM) stake by 12% in Q1 2026, selling an estimated $95.2K and leaving 2,483 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #170.

FourThought Financial Partners first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $840K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

FourThought Financial Partners held 2,483 shares of IBM worth $602K as of Q1 2026.
FourThought Financial Partners sold 352 IBM shares in Q1 2026, an estimated $95.2K.
IBM made up 0.05% of FourThought Financial Partners's portfolio in Q1 2026, its #170 holding.
FourThought Financial Partners first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's IBM position peaked at $840K in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.