GM Advisory Group’s IBM IBM Stock Holding History

GM Advisory Group’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	$1.18M	Sell	4,872 -160	-3%	-$43.3K	0.05%	152
2025 Q4	$1.49M	Sell	5,032 -746	-13%	-$223K	0.06%	132
2025 Q3	$1.63M	Buy	5,778 +375	+7%	+$98.2K	0.07%	115
2025 Q2	$1.59M	Sell	5,403 -20	-0.4%	-$5.15K	0.08%	109
2025 Q1	$1.35M	Buy	5,423 +94	+2%	+$23K	0.07%	109
2024 Q4	$1.17M	Buy	5,329 +115	+2%	+$25.6K	0.06%	111
2024 Q3	$1.15M	Buy	5,214 +58	+1%	+$11.4K	0.07%	108
2024 Q2	$892K	Sell	5,156 -3	-0.1%	-$521	0.06%	120
2024 Q1	$985K	Sell	5,159 -46	-0.9%	-$8.39K	0.07%	112
2023 Q4	$851K	Buy	5,205 +1,004	+24%	+$152K	0.06%	106
2023 Q3	$589K	Sell	4,201 -36	-0.8%	-$5.12K	0.05%	111
2023 Q2	$567K	Buy	4,237 +61	+1%	+$7.87K	0.05%	114
2023 Q1	$547K	Buy	4,176 +262	+7%	+$35.1K	0.05%	118
2022 Q4	$551K	Buy	3,914 +133	+4%	+$18.3K	0.06%	106
2022 Q3	$449K	Buy	3,781 +8	+0.2%	+$1.05K	0.06%	125
2022 Q2	$533K	Buy	3,773 +1	+0%	+$135	0.08%	107
2022 Q1	$490K	Buy	3,772 +741	+24%	+$96.6K	0.06%	126
2021 Q4	$405K	Buy	3,031 +1,508	+99%	+$189K	0.04%	143
2021 Q3	$202K	Buy	1,523 +26	+2%	+$3.48K	0.02%	189
2021 Q2	$210K	Buy	+1,497	New	+$205K	0.02%	188
2021 Q1	–	Sell	-2,212	Closed	-$266K	–	200
2020 Q4	$266K	Sell	2,212 -645	-23%	-$74.5K	0.04%	145
2020 Q3	$332K	Sell	2,857 -560	-16%	-$65.9K	0.05%	124
2020 Q2	$395K	Buy	3,417 +99	+3%	+$11.5K	0.07%	114
2020 Q1	$352K	Buy	3,318 +1,632	+97%	+$206K	0.1%	86
2019 Q4	$216K	Sell	1,686 -942	-36%	-$122K	0.07%	88
2019 Q3	$365K	Hold	2,628	–	–	0.11%	70
2019 Q2	$346K	Hold	2,628	–	–	0.11%	71
2019 Q1	$354K	Buy	+2,628	New	+$335K	0.12%	71
2018 Q4	–	Sell	-1,545	Closed	-$223K	–	113
2018 Q3	$223K	Hold	1,545	–	–	0.07%	103
2018 Q2	$206K	Hold	1,545	–	–	0.06%	113
2018 Q1	$227K	Sell	1,545 -229	-13%	-$34.6K	0.07%	111
2017 Q4	$260K	Sell	1,774 -563	-24%	-$81.9K	0.07%	105
2017 Q3	$324K	Sell	2,337 -1,916	-45%	-$267K	0.1%	84
2017 Q2	$625K	Sell	4,253 -1,132	-21%	-$171K	0.2%	53
2017 Q1	$896K	Sell	5,385 -984	-15%	-$165K	0.31%	44
2016 Q4	$1.01M	Buy	+6,369	New	+$970K	0.35%	42
2014 Q3	–	Sell	-1,223	Closed	-$212K	–	83
2014 Q2	$212K	Sell	1,223 -152	-11%	-$27.4K	0.18%	69
2014 Q1	$259K	Sell	1,375 -135	-9%	-$23.8K	0.2%	60
2013 Q4	$271K	Buy	+1,510	New	+$260K	0.28%	49

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

GM Advisory Group's IBM Position: Q1 2026 in Review

GM Advisory Group reduced its IBM (IBM) stake by 3.2% in Q1 2026, selling an estimated $43.3K and leaving 4,872 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #152.

GM Advisory Group first reported a position in IBM in Q4 2013 and has held it in 39 quarters since. The position peaked at $1.63M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

GM Advisory Group held 4,872 shares of IBM worth $1.18M as of Q1 2026.
GM Advisory Group sold 160 IBM shares in Q1 2026, an estimated $43.3K.
IBM made up 0.05% of GM Advisory Group's portfolio in Q1 2026, its #152 holding.
GM Advisory Group first reported a position in IBM in Q4 2013 and has held it in 39 quarters since.
GM Advisory Group's IBM position peaked at $1.63M in Q3 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.