HORAN Wealth’s IBM IBM Stock Holding History

HORAN 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	$1.6M	Buy	5,802 +2,951	+104%	+$798K	0.15%	85
2025 Q4	$844K	Buy	2,851 +37	+1%	+$11.1K	0.13%	90
2025 Q3	$794K	Buy	2,814 +1,806	+179%	+$473K	0.13%	108
2025 Q2	$297K	Buy	+1,008	New	+$260K	0.09%	95

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

HORAN Wealth's IBM Position: Q1 2026 in Review

HORAN Wealth increased its IBM (IBM) stake by 104% in Q1 2026, buying an estimated $798K and bringing the position to 5,802 shares worth $1.6M. The position accounts for 0.15% of the portfolio, ranked #85.

HORAN Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

HORAN Wealth held 5,802 shares of IBM worth $1.6M as of Q1 2026.
HORAN Wealth bought 2,951 IBM shares in Q1 2026, an estimated $798K.
IBM made up 0.15% of HORAN Wealth's portfolio in Q1 2026, its #85 holding.
HORAN Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.