Guerra Pan Advisors’s IBM IBM Stock Holding History

Guerra Pan Advisors’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	$358K	Hold	1,478	–	–	0.22%	78
2025 Q4	$438K	Sell	1,478 -10	-0.7%	-$3K	0.26%	70
2025 Q3	$420K	Hold	1,488	–	–	0.25%	73
2025 Q2	$439K	Hold	1,488	–	–	0.29%	70
2025 Q1	$370K	Hold	1,488	–	–	0.29%	75
2024 Q4	$327K	Hold	1,488	–	–	0.24%	83
2024 Q3	$329K	Hold	1,488	–	–	0.26%	81
2024 Q2	$257K	Hold	1,488	–	–	0.22%	90
2024 Q1	$284K	Hold	1,488	–	–	0.26%	81
2023 Q4	$243K	Sell	1,488 -25	-2%	-$3.78K	0.23%	96
2023 Q3	$212K	Hold	1,513	–	–	0.25%	93
2023 Q2	$202K	Sell	1,513 -100	-6%	-$12.9K	0.22%	97
2023 Q1	$211K	Hold	1,613	–	–	0.27%	88
2022 Q4	$227K	Buy	+1,613	New	+$222K	0.31%	81
2022 Q3	–	Sell	-1,613	Closed	-$211K	–	94
2022 Q2	$211K	Hold	1,613	–	–	0.26%	92
2022 Q1	$218K	Hold	1,613	–	–	0.26%	94
2021 Q4	$216K	Buy	+1,613	New	+$202K	0.21%	103

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

Guerra Pan Advisors's IBM Position: Q1 2026 in Review

Guerra Pan Advisors held its IBM (IBM) position steady in Q1 2026 at 1,478 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #78.

Guerra Pan Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $439K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Guerra Pan Advisors held 1,478 shares of IBM worth $358K as of Q1 2026.
Guerra Pan Advisors left its IBM share count unchanged in Q1 2026.
IBM made up 0.22% of Guerra Pan Advisors's portfolio in Q1 2026, its #78 holding.
Guerra Pan Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
Guerra Pan Advisors's IBM position peaked at $439K in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.