FWL Investment Management’s IBM IBM Stock Holding History

FWL Investment 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	$41.9K	Sell	173 -21	-11%	-$5.68K	0.01%	177
2025 Q4	$57.5K	Buy	194 +89	+85%	+$26.7K	0.01%	147
2025 Q3	$29.6K	Buy	105 +20	+24%	+$5.24K	0.01%	179
2025 Q2	$25.1K	Hold	85	–	–	0.01%	189
2025 Q1	$21.1K	Sell	85 -25	-23%	-$6.12K	0.01%	190
2024 Q4	$24.2K	Sell	110 -15	-12%	-$3.34K	0.01%	191
2024 Q3	$27.6K	Sell	125 -40	-24%	-$7.84K	0.01%	159
2024 Q2	$28.5K	Sell	165 -138	-46%	-$24K	0.01%	138
2024 Q1	$57.9K	Buy	303 +208	+219%	+$37.9K	0.03%	88
2023 Q4	$15.5K	Buy	95 +50	+111%	+$7.55K	0.01%	143
2023 Q3	$6.31K	Buy	+45	New	+$6.4K	﹤0.01%	156
2023 Q1	–	Sell	-15	Closed	-$2.11K	–	128
2022 Q4	$2.11K	Buy	+15	New	+$2.07K	﹤0.01%	169

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

FWL Investment Management's IBM Position: Q1 2026 in Review

FWL Investment Management reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $5.68K and leaving 173 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #177.

FWL Investment Management first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $57.9K in Q1 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

FWL Investment Management held 173 shares of IBM worth $41.9K as of Q1 2026.
FWL Investment Management sold 21 IBM shares in Q1 2026, an estimated $5.68K.
IBM made up 0.01% of FWL Investment Management's portfolio in Q1 2026, its #177 holding.
FWL Investment Management first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
FWL Investment Management's IBM position peaked at $57.9K in Q1 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.