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Horizon Wealth Management’s IBM IBM Stock Holding History

Horizon 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 		$662K Buy
2,730
+26
+1% +$7.04K 0.1% 70
2025
Q4 		$801K Buy
2,704
+11
+0.4% +$3.29K 0.12% 56
2025
Q3 		$760K Buy
2,693
+91
+3% +$23.8K 0.11% 54
2025
Q2 		$767K Sell
2,602
-148
-5% -$38.1K 0.13% 41
2025
Q1 		$684K Buy
2,750
+224
+9% +$54.8K 0.12% 42
2024
Q4 		$555K Buy
2,526
+217
+9% +$48.3K 0.1% 48
2024
Q3 		$510K Buy
2,309
+112
+5% +$22K 0.1% 46
2024
Q2 		$380K Sell
2,197
-513
-19% -$89.1K 0.09% 48
2024
Q1 		$518K Buy
2,710
+967
+55% +$176K 0.14% 40
2023
Q4 		$285K Sell
1,743
-222
-11% -$33.5K 0.08% 60
2023
Q3 		$276K Buy
1,965
+100
+5% +$14.2K 0.11% 54
2023
Q2 		$250K Buy
1,865
+21
+1% +$2.71K 0.1% 64
2023
Q1 		$242K Sell
1,844
-77
-4% -$10.3K 0.18% 62
2022
Q4 		$271K Buy
+1,921
New +$265K 0.22% 48
2022
Q3 		– Sell
-1,915
Closed -$270K – 88
2022
Q2 		$270K Buy
1,915
+13
+0.7% +$1.75K 0.11% 79
2022
Q1 		$247K Buy
1,902
+14
+0.7% +$1.83K 0.08% 97
2021
Q4 		$252K Buy
+1,888
New +$237K 0.07% 94

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

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

Horizon Wealth Management increased its IBM (IBM) stake by 0.96% in Q1 2026, buying an estimated $7.04K and bringing the position to 2,730 shares worth $662K. The position accounts for 0.1% of the portfolio, ranked #70.

Horizon Wealth Management first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $801K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Horizon Wealth Management held 2,730 shares of IBM worth $662K as of Q1 2026.
  • Horizon Wealth Management bought 26 IBM shares in Q1 2026, an estimated $7.04K.
  • IBM made up 0.1% of Horizon Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Horizon Wealth Management first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • Horizon Wealth Management's IBM position peaked at $801K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.