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Gibbs Wealth Management’s IBM IBM Stock Holding History

Gibbs 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 		$515K Buy
2,124
+789
+59% +$213K 0.07% 294
2025
Q4 		$406K Sell
1,335
-19
-1% -$5.69K 0.1% 228
2025
Q3 		$382K Sell
1,354
-310
-19% -$81.1K 0.09% 240
2025
Q2 		$491K Buy
1,664
+218
+15% +$56.2K 0.09% 229
2025
Q1 		$360K Sell
1,446
-1,005
-41% -$246K 0.09% 225
2024
Q4 		$539K Buy
2,451
+316
+15% +$70.4K 0.15% 152
2024
Q3 		$472K Buy
2,135
+415
+24% +$81.4K 0.15% 156
2024
Q2 		$297K Buy
1,720
+495
+40% +$86K 0.12% 186
2024
Q1 		$234K Buy
+1,225
New +$223K 0.13% 165

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

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

Gibbs Wealth Management increased its IBM (IBM) stake by 59% in Q1 2026, buying an estimated $213K and bringing the position to 2,124 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #294.

Gibbs Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $539K in Q4 2024. 3,461 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Gibbs Wealth Management held 2,124 shares of IBM worth $515K as of Q1 2026.
  • Gibbs Wealth Management bought 789 IBM shares in Q1 2026, an estimated $213K.
  • IBM made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #294 holding.
  • Gibbs Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's IBM position peaked at $539K in Q4 2024.
  • 3,461 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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