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FRG Family Wealth Advisors’s IBM IBM Stock Holding History

FRG Family Wealth 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 		– Sell
-942
Closed -$279K – 163
2025
Q4 		$279K Hold
942
– – 0.04% 142
2025
Q3 		$266K Hold
942
– – 0.04% 141
2025
Q2 		$278K Hold
942
– – 0.05% 140
2025
Q1 		$234K Hold
942
– – 0.05% 139
2024
Q4 		$207K Sell
942
-26
-3% -$5.79K 0.04% 144
2024
Q3 		$214K Buy
+968
New +$190K 0.04% 144
2024
Q2 		– Sell
-978
Closed -$163K – 238
2024
Q1 		$163K Buy
+978
New +$178K 0.03% 146
2019
Q4 		– Sell
-1,612
Closed -$224K – 126
2019
Q3 		$224K Sell
1,612
-627
-28% -$84.6K 0.06% 116
2019
Q2 		$295K Sell
2,239
-1,875
-46% -$246K 0.08% 111
2019
Q1 		$555K Sell
4,114
-1,549
-27% -$197K 0.16% 90
2018
Q4 		$615K Sell
5,663
-2,317
-29% -$278K 0.2% 87
2018
Q3 		$1.15M Sell
7,980
-4,582
-36% -$640K 0.32% 80
2018
Q2 		$1.68M Sell
12,562
-1,224
-9% -$171K 0.5% 57
2018
Q1 		$2.02M Sell
13,786
-303
-2% -$45.8K 0.67% 52
2017
Q4 		$2.07M Sell
14,089
-140
-1% -$20.4K 0.67% 50
2017
Q3 		$1.97M Sell
14,229
-532
-4% -$74.1K 0.68% 50
2017
Q2 		$2.17M Sell
14,761
-757
-5% -$114K 0.8% 45
2017
Q1 		$2.58M Sell
15,518
-265
-2% -$44.4K 1.01% 35
2016
Q4 		$2.5M Sell
15,783
-967
-6% -$147K 1.05% 32
2016
Q3 		$2.54M Sell
16,750
-135
-0.8% -$20.5K 1.15% 26
2016
Q2 		$2.45M Sell
16,885
-451
-3% -$64.6K 1.11% 28
2016
Q1 		$2.46M Sell
17,336
-836
-5% -$107K 1.19% 24
2015
Q4 		$2.39M Buy
+18,172
New +$2.44M 1.16% 26

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

FRG Family Wealth Advisors's IBM Position: Q1 2026 in Review

FRG Family Wealth Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 942 shares — an estimated $279K sold.

FRG Family Wealth Advisors first reported a position in IBM in Q4 2015 and held it in 23 quarters. The position peaked at $2.58M in Q1 2017. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • FRG Family Wealth Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 942 IBM shares in Q1 2026, an estimated $279K.
  • FRG Family Wealth Advisors first reported a position in IBM in Q4 2015 and held it in 23 quarters.
  • FRG Family Wealth Advisors's IBM position peaked at $2.58M in Q1 2017.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.