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Gateway Wealth Partners’s IBM IBM Stock Holding History

Gateway Wealth 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 		$1.73M Buy
7,129
+5,183
+266% +$1.4M 0.07% 276
2025
Q4 		$576K Buy
1,946
+384
+25% +$115K 0.06% 256
2025
Q3 		$441K Buy
1,562
+445
+40% +$116K 0.06% 265
2025
Q2 		$329K Sell
1,117
-80
-7% -$20.6K 0.06% 263
2025
Q1 		$298K Buy
1,197
+1
+0.1% +$245 0.07% 252
2024
Q4 		$263K Sell
1,196
-143
-11% -$31.8K 0.07% 247
2024
Q3 		$296K Buy
1,339
+57
+4% +$11.2K 0.08% 214
2024
Q2 		$222K Sell
1,282
-21
-2% -$3.65K 0.07% 244
2024
Q1 		$249K Buy
+1,303
New +$238K 0.09% 199

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

Gateway Wealth Partners's IBM Position: Q1 2026 in Review

Gateway Wealth Partners increased its IBM (IBM) stake by 266% in Q1 2026, buying an estimated $1.4M and bringing the position to 7,129 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #276.

Gateway Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Gateway Wealth Partners held 7,129 shares of IBM worth $1.73M as of Q1 2026.
  • Gateway Wealth Partners bought 5,183 IBM shares in Q1 2026, an estimated $1.4M.
  • IBM made up 0.07% of Gateway Wealth Partners's portfolio in Q1 2026, its #276 holding.
  • Gateway Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.