GDS Wealth Management’s IBM IBM Stock Holding History

GDS 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	$1.09M	Buy	4,514 +24	+0.5%	+$6.49K	0.07%	86
2025 Q4	$1.33M	Hold	4,490	–	–	0.08%	85
2025 Q3	$1.27M	Sell	4,490 -2	-0%	-$524	0.08%	89
2025 Q2	$1.32M	Buy	4,492 +10	+0.2%	+$2.58K	0.1%	88
2025 Q1	$1.11M	Buy	4,482 +13	+0.3%	+$3.18K	0.1%	87
2024 Q4	$982K	Sell	4,469 -549	-11%	-$122K	0.09%	92
2024 Q3	$1.11M	Buy	5,018 +1,763	+54%	+$346K	0.11%	68
2024 Q2	$563K	Sell	3,255 -87	-3%	-$15.1K	0.06%	79
2024 Q1	$638K	Buy	3,342 +34	+1%	+$6.2K	0.07%	76
2023 Q4	$541K	Buy	3,308 +3	+0.1%	+$453	0.07%	81
2023 Q3	$464K	Hold	3,305	–	–	0.07%	76
2023 Q2	$442K	Hold	3,305	–	–	0.07%	85
2023 Q1	$433K	Sell	3,305 -184	-5%	-$24.6K	0.08%	82
2022 Q4	$492K	Sell	3,489 -117	-3%	-$16.1K	0.09%	78
2022 Q3	$428K	Buy	3,606 +64	+2%	+$8.4K	0.1%	77
2022 Q2	$500K	Buy	+3,542	New	+$478K	0.11%	71

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

GDS Wealth Management's IBM Position: Q1 2026 in Review

GDS Wealth Management increased its IBM (IBM) stake by 0.53% in Q1 2026, buying an estimated $6.49K and bringing the position to 4,514 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #86.

GDS Wealth Management first reported a position in IBM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.33M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

GDS Wealth Management held 4,514 shares of IBM worth $1.09M as of Q1 2026.
GDS Wealth Management bought 24 IBM shares in Q1 2026, an estimated $6.49K.
IBM made up 0.07% of GDS Wealth Management's portfolio in Q1 2026, its #86 holding.
GDS Wealth Management first reported a position in IBM in Q2 2022 and has held it in 16 quarters since.
GDS Wealth Management's IBM position peaked at $1.33M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.