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IBEX Wealth Advisors’s IBM IBM Stock Holding History

IBEX Wealth 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 		$6.55M Sell
27,008
-15,347
-36% -$4.15M 0.61% 62
2025
Q4 		$12.5M Buy
42,355
+18,549
+78% +$5.56M 1.23% 21
2025
Q3 		$6.72M Sell
23,806
-40,190
-63% -$10.5M 0.64% 48
2025
Q2 		$18.9M Sell
63,996
-4,978
-7% -$1.28M 2.01% 7
2025
Q1 		$17.2M Buy
68,974
+4,775
+7% +$1.17M 2.27% 7
2024
Q4 		$14.1M Buy
+64,199
New +$14.3M 1.66% 9
2024
Q3 		– Sell
-42,376
Closed -$7.33M – 164
2024
Q2 		$7.33M Buy
42,376
+13,986
+49% +$2.43M 1.14% 24
2024
Q1 		$4M Buy
28,390
+28,349
+69,144% +$5.17M 1.08% 35
2023
Q4 		$6.7K Sell
41
-41,442
-100% -$6.26M 1.46% 21
2023
Q3 		$5.82M Buy
+41,483
New +$5.9M 1.48% 24
2023
Q1 		$3.89M Buy
29,660
+1,270
+4% +$170K 1.01% 37
2022
Q4 		$4M Buy
28,390
+247
+0.9% +$34.1K 0.9% 37
2022
Q3 		$3.34M Buy
28,143
+257
+0.9% +$33.7K 0.87% 41
2022
Q2 		$3.94M Buy
27,886
+24,932
+844% +$3.37M 0.91% 41
2022
Q1 		$384K Buy
+2,954
New +$385K 0.07% 128
2019
Q3 		– Sell
-139
Closed -$18K – 206
2019
Q2 		$18K Buy
+139
New +$18.3K 0.01% 286
2017
Q2 		– Sell
-18,764
Closed -$3.1M – 136
2017
Q1 		$3.1M Buy
18,764
+1,690
+10% +$283K 1.91% 21
2016
Q4 		$2.78M Buy
+17,074
New +$2.6M 1.33% 28

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

IBEX Wealth Advisors's IBM Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its IBM (IBM) stake by 36% in Q1 2026, selling an estimated $4.15M and leaving 27,008 shares worth $6.55M. The position accounts for 0.61% of the portfolio, ranked #62.

IBEX Wealth Advisors first reported a position in IBM in Q4 2016 and has held it in 18 quarters since. The position peaked at $18.9M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • IBEX Wealth Advisors held 27,008 shares of IBM worth $6.55M as of Q1 2026.
  • IBEX Wealth Advisors sold 15,347 IBM shares in Q1 2026, an estimated $4.15M.
  • IBM made up 0.61% of IBEX Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • IBEX Wealth Advisors first reported a position in IBM in Q4 2016 and has held it in 18 quarters since.
  • IBEX Wealth Advisors's IBM position peaked at $18.9M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.