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IAG Wealth Partners’s IBM IBM Stock Holding History

IAG Wealth Partners’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 		$16.2K Buy
+67
New +$18.1K ﹤0.01% 327
2023
Q2 		– Sell
-100
Closed -$13.1K – 467
2023
Q1 		$13.1K Buy
+100
New +$13.4K ﹤0.01% 272
2020
Q2 		– Sell
-8
Closed -$1K – 432
2020
Q1 		$1K Hold
8
– – ﹤0.01% 386
2019
Q4 		$2K Buy
+8
New +$1.04K ﹤0.01% 377

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

IAG Wealth Partners's IBM Position: Q1 2026 in Review

IAG Wealth Partners opened a new position in IBM (IBM) in Q1 2026: 67 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: IAG Wealth Partners previously reported a position in IBM as recently as Q1 2023.

IAG Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 4 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • IAG Wealth Partners held 67 shares of IBM worth $16.2K as of Q1 2026.
  • IBM was a new IAG Wealth Partners position in Q1 2026.
  • IBM made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #327 holding.
  • IAG Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 4 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.