Gen-Wealth Partners’s IBM IBM Stock Holding History

Gen-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	$2.2M	Buy	9,073 +373	+4%	+$101K	0.69%	40
2025 Q4	$2.58M	Sell	8,700 -874	-9%	-$262K	0.83%	24
2025 Q3	$2.7M	Buy	9,574 +483	+5%	+$126K	0.91%	19
2025 Q2	$2.68M	Sell	9,091 -862	-9%	-$222K	1.03%	16
2025 Q1	$2.47M	Sell	9,953 -373	-4%	-$91.2K	1.03%	14
2024 Q4	$2.27M	Sell	10,326 -215	-2%	-$47.9K	0.98%	14
2024 Q3	$2.16M	Sell	10,541 -187	-2%	-$36.7K	0.94%	17
2024 Q2	$1.86M	Buy	10,728 +515	+5%	+$89.5K	0.9%	22
2024 Q1	$1.95M	Buy	+10,213	New	+$1.86M	0.97%	18

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

Gen-Wealth Partners's IBM Position: Q1 2026 in Review

Gen-Wealth Partners increased its IBM (IBM) stake by 4.3% in Q1 2026, buying an estimated $101K and bringing the position to 9,073 shares worth $2.2M. The position accounts for 0.69% of the portfolio, ranked #40.

Gen-Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.7M in Q3 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Gen-Wealth Partners held 9,073 shares of IBM worth $2.2M as of Q1 2026.
Gen-Wealth Partners bought 373 IBM shares in Q1 2026, an estimated $101K.
IBM made up 0.69% of Gen-Wealth Partners's portfolio in Q1 2026, its #40 holding.
Gen-Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's IBM position peaked at $2.7M in Q3 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.