Fox Hill Wealth Management’s IBM IBM Stock Holding History

Fox Hill 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	$1.32M	Buy	5,461 +76	+1%	+$20.6K	0.64%	54
2025 Q4	$1.6M	Buy	5,385 +4	+0.1%	+$1.2K	0.74%	45
2025 Q3	$1.52M	Buy	5,381 +1,171	+28%	+$307K	0.71%	44
2025 Q2	$1.24M	Sell	4,210 -145	-3%	-$37.4K	0.64%	46
2025 Q1	$1.08M	Sell	4,355 -46	-1%	-$11.3K	0.64%	49
2024 Q4	$967K	Buy	4,401 +155	+4%	+$34.5K	0.55%	52
2024 Q3	$939K	Buy	4,246 +531	+14%	+$104K	0.52%	53
2024 Q2	$643K	Buy	3,715 +2,639	+245%	+$459K	0.39%	55
2024 Q1	$206K	Buy	+1,076	New	+$196K	0.14%	97

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

Fox Hill Wealth Management's IBM Position: Q1 2026 in Review

Fox Hill Wealth Management increased its IBM (IBM) stake by 1.4% in Q1 2026, buying an estimated $20.6K and bringing the position to 5,461 shares worth $1.32M. The position accounts for 0.64% of the portfolio, ranked #54.

Fox Hill Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Fox Hill Wealth Management held 5,461 shares of IBM worth $1.32M as of Q1 2026.
Fox Hill Wealth Management bought 76 IBM shares in Q1 2026, an estimated $20.6K.
IBM made up 0.64% of Fox Hill Wealth Management's portfolio in Q1 2026, its #54 holding.
Fox Hill Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Fox Hill Wealth Management's IBM position peaked at $1.6M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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