High Note Wealth’s IBM IBM Stock Holding History

High Note Wealth’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	$170K	Sell	701 -73	-9%	-$19.8K	0.03%	118
2025 Q4	$229K	Buy	774 +33	+4%	+$9.88K	0.04%	104
2025 Q3	$209K	Sell	741 -1	-0.1%	-$262	0.04%	102
2025 Q2	$219K	Sell	742 -1	-0.1%	-$258	0.05%	101
2025 Q1	$185K	Hold	743	–	–	0.05%	100
2024 Q4	$163K	Buy	+743	New	+$165K	0.04%	106

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

High Note Wealth's IBM Position: Q1 2026 in Review

High Note Wealth reduced its IBM (IBM) stake by 9.4% in Q1 2026, selling an estimated $19.8K and leaving 701 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #118.

High Note Wealth first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $229K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

High Note Wealth held 701 shares of IBM worth $170K as of Q1 2026.
High Note Wealth sold 73 IBM shares in Q1 2026, an estimated $19.8K.
IBM made up 0.03% of High Note Wealth's portfolio in Q1 2026, its #118 holding.
High Note Wealth first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
High Note Wealth's IBM position peaked at $229K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.