Heritage Wealth Advisors’s IBM IBM Stock Holding History

Heritage Wealth 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	$1.02M	Buy	4,211 +445	+12%	+$120K	0.04%	79
2025 Q4	$1.12M	Buy	3,766 +41	+1%	+$12.3K	0.04%	99
2025 Q3	$1.05M	Sell	3,725 -1	-0%	-$262	0.05%	82
2025 Q2	$1.1M	Buy	3,726 +1	+0%	+$258	0.05%	77
2025 Q1	$926K	Sell	3,725 -62	-2%	-$15.2K	0.05%	82
2024 Q4	$832K	Sell	3,787 -289	-7%	-$64.4K	0.04%	93
2024 Q3	$901K	Buy	4,076 +351	+9%	+$68.8K	0.04%	96
2024 Q2	$644K	Sell	3,725 -463	-11%	-$80.4K	0.03%	117
2024 Q1	$800K	Sell	4,188 -194	-4%	-$35.4K	0.04%	103
2023 Q4	$717K	Buy	4,382 +210	+5%	+$31.7K	0.04%	111
2023 Q3	$585K	Hold	4,172	–	–	0.03%	120
2023 Q2	$558K	Sell	4,172 -8	-0.2%	-$1.03K	0.03%	126
2023 Q1	$548K	Buy	4,180 +8	+0.2%	+$1.07K	0.03%	125
2022 Q4	$588K	Sell	4,172 -20	-0.5%	-$2.76K	0.03%	119
2022 Q3	$498K	Sell	4,192 -60	-1%	-$7.87K	0.04%	120
2022 Q2	$600K	Hold	4,252	–	–	0.04%	112
2022 Q1	$553K	Sell	4,252 -924	-18%	-$121K	0.03%	127
2021 Q4	$692K	Sell	5,176 -240	-4%	-$30.1K	0.04%	122
2021 Q3	$719K	Buy	5,416 +187	+4%	+$25K	0.04%	111
2021 Q2	$733K	Sell	5,229 -115	-2%	-$15.7K	0.05%	112
2021 Q1	$681K	Sell	5,344 -15	-0.3%	-$1.79K	0.04%	114
2020 Q4	$645K	Sell	5,359 -71	-1%	-$8.21K	0.04%	114
2020 Q3	$632K	Hold	5,430	–	–	0.08%	84
2020 Q2	$627K	Sell	5,430 -111	-2%	-$12.9K	0.09%	77
2020 Q1	$588K	Buy	5,541 +1,039	+23%	+$131K	0.11%	73
2019 Q4	$577K	Sell	4,502 -94	-2%	-$12.2K	0.08%	92
2019 Q3	$638K	Buy	4,596 +444	+11%	+$59.9K	0.09%	83
2019 Q2	$547K	Hold	4,152	–	–	0.08%	84
2019 Q1	$560K	Sell	4,152 -142	-3%	-$18.1K	0.09%	72
2018 Q4	$466K	Buy	4,294 +63	+1%	+$7.56K	0.09%	79
2018 Q3	$611K	Sell	4,231 -575	-12%	-$80.3K	0.12%	69
2018 Q2	$642K	Sell	4,806 -289	-6%	-$40.3K	0.24%	60
2018 Q1	$748K	Sell	5,095 -103	-2%	-$15.6K	0.31%	52
2017 Q4	$762K	Buy	5,198 +103	+2%	+$15K	0.33%	52
2017 Q3	$707K	Buy	5,095 +65	+1%	+$9.05K	0.36%	50
2017 Q2	$741K	Buy	5,030 +95	+2%	+$14.3K	0.38%	54
2017 Q1	$820K	Sell	4,935 -55	-1%	-$9.22K	0.44%	44
2016 Q4	$792K	Sell	4,990 -428	-8%	-$65.2K	0.52%	36
2016 Q3	$823K	Sell	5,418 -883	-14%	-$134K	0.57%	29
2016 Q2	$913K	Buy	6,301 +230	+4%	+$32.9K	0.62%	25
2016 Q1	$877K	Hold	6,071	–	–	0.69%	20
2015 Q4	$798K	Sell	6,071 -225	-4%	-$30.2K	0.67%	21
2015 Q3	$871K	Sell	6,296 -31	-0.5%	-$4.58K	0.75%	19
2015 Q2	$982K	Buy	6,327 +31	+0.5%	+$4.98K	0.82%	22
2015 Q1	$965K	Buy	6,296 +73	+1%	+$11.1K	0.8%	19
2014 Q4	$953K	Buy	6,223 +1,313	+27%	+$209K	0.85%	20
2014 Q3	$891K	Sell	4,910 -8	-0.2%	-$1.46K	0.93%	20
2014 Q2	$853K	Buy	4,918 +20	+0.4%	+$3.6K	0.91%	22
2014 Q1	$902K	Sell	4,898 -53	-1%	-$9.33K	1.04%	17
2013 Q4	$888K	Buy	+4,951	New	+$854K	1.12%	15

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

Heritage Wealth Advisors's IBM Position: Q1 2026 in Review

Heritage Wealth Advisors increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $120K and bringing the position to 4,211 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #79.

Heritage Wealth Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.12M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Heritage Wealth Advisors held 4,211 shares of IBM worth $1.02M as of Q1 2026.
Heritage Wealth Advisors bought 445 IBM shares in Q1 2026, an estimated $120K.
IBM made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Heritage Wealth Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's IBM position peaked at $1.12M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.