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HighMark Wealth Management’s IBM IBM Stock Holding History

HighMark 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 		$233K Buy
962
+173
+22% +$46.8K 0.09% 70
2025
Q4 		$234K Buy
789
+4
+0.5% +$1.2K 0.1% 71
2025
Q3 		$221K Buy
785
+5
+0.6% +$1.31K 0.1% 75
2025
Q2 		$230K Buy
+780
New +$201K 0.11% 66
2024
Q4 		– Sell
-765
Closed -$169K – 591
2024
Q3 		$169K Buy
765
+6
+0.8% +$1.18K 0.09% 75
2024
Q2 		$131K Buy
759
+27
+4% +$4.69K 0.08% 82
2024
Q1 		$140K Buy
732
+19
+3% +$3.47K 0.09% 77
2023
Q4 		$117K Buy
713
+7
+1% +$1.06K 0.09% 87
2023
Q3 		$99K Buy
706
+8
+1% +$1.14K 0.08% 80
2023
Q2 		$93.4K Buy
698
+8
+1% +$1.03K 0.07% 87
2023
Q1 		$90.4K Buy
690
+9
+1% +$1.2K 0.07% 101
2022
Q4 		$96K Sell
681
-135
-17% -$18.6K 0.07% 77
2022
Q3 		$97K Buy
816
+11
+1% +$1.44K 0.08% 72
2022
Q2 		$114K Buy
805
+147
+22% +$19.8K 0.09% 64
2022
Q1 		$86K Sell
658
-17
-3% -$2.22K 0.06% 81
2021
Q4 		$90K Sell
675
-22
-3% -$2.76K 0.06% 85
2021
Q3 		$93K Buy
697
+9
+1% +$1.2K 0.07% 80
2021
Q2 		$96K Buy
688
+22
+3% +$3.01K 0.07% 78
2021
Q1 		$85K Buy
666
+8
+1% +$957 0.07% 76
2020
Q4 		$79K Buy
+658
New +$76K 0.07% 77
2020
Q3 		– Sell
-64
Closed -$7K – 458
2020
Q2 		$7K Buy
+64
New +$7.43K 0.01% 268

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

HighMark Wealth Management's IBM Position: Q1 2026 in Review

HighMark Wealth Management increased its IBM (IBM) stake by 22% in Q1 2026, buying an estimated $46.8K and bringing the position to 962 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #70.

HighMark Wealth Management first reported a position in IBM in Q2 2020 and has held it in 21 quarters since. The position peaked at $234K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • HighMark Wealth Management held 962 shares of IBM worth $233K as of Q1 2026.
  • HighMark Wealth Management bought 173 IBM shares in Q1 2026, an estimated $46.8K.
  • IBM made up 0.09% of HighMark Wealth Management's portfolio in Q1 2026, its #70 holding.
  • HighMark Wealth Management first reported a position in IBM in Q2 2020 and has held it in 21 quarters since.
  • HighMark Wealth Management's IBM position peaked at $234K in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.