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FSB Premier Wealth Management’s IBM IBM Stock Holding History

FSB Premier 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 		$464K Sell
1,915
-565
-23% -$153K 0.15% 145
2025
Q4 		$734K Buy
2,480
+190
+8% +$56.9K 0.23% 104
2025
Q3 		$646K Buy
2,290
+307
+15% +$80.4K 0.21% 117
2025
Q2 		$585K Buy
1,983
+399
+25% +$103K 0.21% 120
2025
Q1 		$394K Sell
1,584
-22
-1% -$5.38K 0.15% 141
2024
Q4 		$353K Hold
1,606
– – 0.14% 151
2024
Q3 		$355K Buy
1,606
+4
+0.2% +$784 0.15% 148
2024
Q2 		$277K Hold
1,602
– – 0.13% 151
2024
Q1 		$306K Sell
1,602
-11
-0.7% -$2.01K 0.14% 138
2023
Q4 		$264K Hold
1,613
– – 0.13% 140
2023
Q3 		$226K Buy
1,613
+15
+0.9% +$2.13K 0.13% 141
2023
Q2 		$214K Buy
1,598
+7
+0.4% +$903 0.12% 147
2023
Q1 		$209K Sell
1,591
-60
-4% -$8.03K 0.12% 138
2022
Q4 		$233K Buy
+1,651
New +$228K 0.13% 132
2022
Q3 		– Sell
-1,476
Closed -$208K – 137
2022
Q2 		$208K Sell
1,476
-7
-0.5% -$945 0.12% 125
2022
Q1 		$201K Buy
1,483
+127
+9% +$16.6K 0.1% 132
2021
Q4 		$181K Buy
+1,356
New +$170K 0.08% 133
2021
Q3 		– Sell
-1,561
Closed -$218K – 109
2021
Q2 		$218K Buy
+1,561
New +$213K 0.11% 96

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

FSB Premier Wealth Management's IBM Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its IBM (IBM) stake by 23% in Q1 2026, selling an estimated $153K and leaving 1,915 shares worth $464K. The position accounts for 0.15% of the portfolio, ranked #145.

FSB Premier Wealth Management first reported a position in IBM in Q2 2021 and has held it in 18 quarters since. The position peaked at $734K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • FSB Premier Wealth Management held 1,915 shares of IBM worth $464K as of Q1 2026.
  • FSB Premier Wealth Management sold 565 IBM shares in Q1 2026, an estimated $153K.
  • IBM made up 0.15% of FSB Premier Wealth Management's portfolio in Q1 2026, its #145 holding.
  • FSB Premier Wealth Management first reported a position in IBM in Q2 2021 and has held it in 18 quarters since.
  • FSB Premier Wealth Management's IBM position peaked at $734K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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