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Horizons Wealth Management’s IBM IBM Stock Holding History

Horizons 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 		$8.48K Hold
35
– – 0.01% 146
2025
Q4 		$10.4K Hold
35
– – 0.01% 144
2025
Q3 		$9.88K Hold
35
– – 0.01% 144
2025
Q2 		$10.3K Hold
35
– – 0.01% 141
2025
Q1 		$8.7K Hold
35
– – 0.01% 145
2024
Q4 		$7.69K Hold
35
– – 0.01% 141
2024
Q3 		$7.74K Hold
35
– – 0.01% 143
2024
Q2 		$6.41K Hold
35
– – 0.01% 146
2024
Q1 		$5.72K Hold
35
– – ﹤0.01% 147
2023
Q4 		$5.72K Buy
+35
New +$5.29K ﹤0.01% 147

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Horizons Wealth Management held its IBM (IBM) position steady in Q1 2026 at 35 shares worth $8.48K. The position accounts for 0.01% of the portfolio, ranked #146.

Horizons Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4K in Q4 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Horizons Wealth Management held 35 shares of IBM worth $8.48K as of Q1 2026.
  • Horizons Wealth Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Horizons Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Horizons Wealth Management's IBM position peaked at $10.4K in Q4 2025.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.