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Greykasell Wealth Strategies’s IBM IBM Stock Holding History

Greykasell Wealth Strategies’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 		$23.8K Buy
98
+33
+51% +$8.93K 0.01% 317
2025
Q4 		$19.3K Hold
65
– – 0.01% 317
2025
Q3 		$18.3K Buy
+65
New +$17K 0.01% 273

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

Greykasell Wealth Strategies's IBM Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its IBM (IBM) stake by 51% in Q1 2026, buying an estimated $8.93K and bringing the position to 98 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #317.

Greykasell Wealth Strategies first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Greykasell Wealth Strategies held 98 shares of IBM worth $23.8K as of Q1 2026.
  • Greykasell Wealth Strategies bought 33 IBM shares in Q1 2026, an estimated $8.93K.
  • IBM made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #317 holding.
  • Greykasell Wealth Strategies first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.