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Hurlow Wealth Management Group’s IBM IBM Stock Holding History

Hurlow Wealth Management Group’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 		$221K Buy
911
+5
+0.6% +$1.35K 0.05% 115
2025
Q4 		$268K Sell
906
-48
-5% -$14.4K 0.07% 107
2025
Q3 		$269K Hold
954
– – 0.07% 98
2025
Q2 		$281K Hold
954
– – 0.08% 103
2025
Q1 		$237K Buy
+954
New +$233K 0.07% 112

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

Hurlow Wealth Management Group's IBM Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its IBM (IBM) stake by 0.55% in Q1 2026, buying an estimated $1.35K and bringing the position to 911 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #115.

Hurlow Wealth Management Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $281K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Hurlow Wealth Management Group held 911 shares of IBM worth $221K as of Q1 2026.
  • Hurlow Wealth Management Group bought 5 IBM shares in Q1 2026, an estimated $1.35K.
  • IBM made up 0.05% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #115 holding.
  • Hurlow Wealth Management Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Hurlow Wealth Management Group's IBM position peaked at $281K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.