HTG Investment Advisors’s IBM IBM Stock Holding History

HTG Investment 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	$431K	Buy	1,780 +193	+12%	+$52.2K	0.12%	58
2025 Q4	$470K	Hold	1,587	–	–	0.14%	49
2025 Q3	$448K	Sell	1,587 -32	-2%	-$8.38K	0.15%	48
2025 Q2	$477K	Sell	1,619 -12	-0.7%	-$3.09K	0.18%	46
2025 Q1	$406K	Sell	1,631 -24	-1%	-$5.87K	0.17%	46
2024 Q4	$364K	Sell	1,655 -46	-3%	-$10.2K	0.17%	47
2024 Q3	$376K	Buy	1,701 +28	+2%	+$5.49K	0.18%	48
2024 Q2	$289K	Sell	1,673 -147	-8%	-$25.5K	0.16%	50
2024 Q1	$348K	Hold	1,820	–	–	0.2%	46
2023 Q4	$298K	Sell	1,820 -780	-30%	-$118K	0.19%	49
2023 Q3	$365K	Buy	+2,600	New	+$370K	0.29%	41

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

HTG Investment Advisors's IBM Position: Q1 2026 in Review

HTG Investment Advisors increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $52.2K and bringing the position to 1,780 shares worth $431K. The position accounts for 0.12% of the portfolio, ranked #58.

HTG Investment Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $477K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

HTG Investment Advisors held 1,780 shares of IBM worth $431K as of Q1 2026.
HTG Investment Advisors bought 193 IBM shares in Q1 2026, an estimated $52.2K.
IBM made up 0.12% of HTG Investment Advisors's portfolio in Q1 2026, its #58 holding.
HTG Investment Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
HTG Investment Advisors's IBM position peaked at $477K in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.