HWA
IBM icon

Hilltop Wealth Advisors’s IBM IBM Stock Holding History

Hilltop 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 		$2.49M Sell
10,254
-26
-0.3% -$7.04K 1.49% 18
2025
Q4 		$3.04M Buy
10,280
+30
+0.3% +$8.98K 1.53% 20
2025
Q3 		$2.89M Sell
10,250
-406
-4% -$106K 1.51% 21
2025
Q2 		$3.14M Buy
10,656
+335
+3% +$86.3K 1.76% 15
2025
Q1 		$2.57M Buy
10,321
+19
+0.2% +$4.65K 1.45% 16
2024
Q4 		$2.26M Sell
10,302
-237
-2% -$52.8K 1.15% 17
2024
Q3 		$2.33M Sell
10,539
-83
-0.8% -$16.3K 1.09% 20
2024
Q2 		$1.84M Sell
10,622
-2,291
-18% -$398K 0.92% 20
2024
Q1 		$2.47M Buy
+12,913
New +$2.36M 1.26% 19

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

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

Hilltop Wealth Advisors reduced its IBM (IBM) stake by 0.25% in Q1 2026, selling an estimated $7.04K and leaving 10,254 shares worth $2.49M. The position accounts for 1.49% of the portfolio, ranked #18.

Hilltop Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Hilltop Wealth Advisors held 10,254 shares of IBM worth $2.49M as of Q1 2026.
  • Hilltop Wealth Advisors sold 26 IBM shares in Q1 2026, an estimated $7.04K.
  • IBM made up 1.49% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Hilltop Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Hilltop Wealth Advisors's IBM position peaked at $3.14M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.