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Great Waters Wealth Management’s IBM IBM Stock Holding History

Great Waters 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 		– Sell
-733
Closed -$217K – 123
2025
Q4 		$217K Hold
733
– – 0.02% 109
2025
Q3 		$207K Sell
733
-1
-0.1% -$262 0.02% 110
2025
Q2 		$216K Buy
+734
New +$189K 0.03% 101
2025
Q1 		– Sell
-919
Closed -$202K – 109
2024
Q4 		$202K Sell
919
-64
-7% -$14.3K 0.03% 110
2024
Q3 		$217K Buy
+983
New +$193K 0.03% 100
2024
Q2 		– Sell
-1,187
Closed -$227K – 106
2024
Q1 		$227K Buy
+1,187
New +$217K 0.04% 86

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Great Waters Wealth Management's IBM Position: Q1 2026 in Review

Great Waters Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 733 shares — an estimated $217K sold.

Great Waters Wealth Management first reported a position in IBM in Q1 2024 and held it in 6 quarters. The position peaked at $227K in Q1 2024. 3,494 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Great Waters Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Great Waters Wealth Management sold 733 IBM shares in Q1 2026, an estimated $217K.
  • Great Waters Wealth Management first reported a position in IBM in Q1 2024 and held it in 6 quarters.
  • Great Waters Wealth Management's IBM position peaked at $227K in Q1 2024.
  • 3,494 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Great Waters Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.