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Huntleigh Advisors’s IBM IBM Stock Holding History

Huntleigh 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 		$1.1M Buy
4,541
+290
+7% +$78.5K 0.19% 115
2025
Q4 		$1.26M Buy
4,251
+1,433
+51% +$429K 0.21% 105
2025
Q3 		$796K Buy
2,818
+1,141
+68% +$299K 0.14% 133
2025
Q2 		$495K Buy
1,677
+113
+7% +$29.1K 0.1% 158
2025
Q1 		$389K Buy
1,564
+270
+21% +$66K 0.09% 159
2024
Q4 		$284K Buy
+1,294
New +$288K 0.06% 201

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

Huntleigh Advisors's IBM Position: Q1 2026 in Review

Huntleigh Advisors increased its IBM (IBM) stake by 6.8% in Q1 2026, buying an estimated $78.5K and bringing the position to 4,541 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #115.

Huntleigh Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Huntleigh Advisors held 4,541 shares of IBM worth $1.1M as of Q1 2026.
  • Huntleigh Advisors bought 290 IBM shares in Q1 2026, an estimated $78.5K.
  • IBM made up 0.19% of Huntleigh Advisors's portfolio in Q1 2026, its #115 holding.
  • Huntleigh Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Huntleigh Advisors's IBM position peaked at $1.26M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Huntleigh Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.