IFS Advisors’s IBM IBM Stock Holding History

IFS 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	$47.8K	Hold	197	–	–	0.02%	56
2025 Q4	$58.4K	Hold	197	–	–	0.03%	43
2025 Q3	$55.6K	Hold	197	–	–	0.03%	43
2025 Q2	$58.1K	Hold	197	–	–	0.04%	37
2025 Q1	$49K	Hold	197	–	–	0.04%	50
2024 Q4	$43.3K	Hold	197	–	–	0.03%	46
2024 Q3	$43.6K	Hold	197	–	–	0.03%	33
2024 Q2	$34.1K	Hold	197	–	–	0.03%	34
2024 Q1	$37.6K	Hold	197	–	–	0.03%	33
2023 Q4	$32.2K	Hold	197	–	–	0.04%	32
2023 Q3	$27.6K	Sell	197 -48	-20%	-$6.83K	0.05%	31
2023 Q2	$32.8K	Buy	245 +48	+24%	+$6.2K	0.08%	27
2023 Q1	$25.8K	Sell	197 -17	-8%	-$2.27K	0.11%	27
2022 Q4	$30.2K	Hold	214	–	–	0.05%	30
2022 Q3	$25K	Hold	214	–	–	0.05%	30
2022 Q2	$30K	Buy	214 +1	+0.5%	+$135	0.08%	26
2022 Q1	$27K	Hold	213	–	–	0.03%	33
2021 Q4	$28K	Buy	+213	New	+$26.7K	0.02%	42
2021 Q1	–	Sell	-614	Closed	-$74K	–	74
2020 Q4	$74K	Buy	+614	New	+$71K	0.06%	32

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

IFS Advisors's IBM Position: Q1 2026 in Review

IFS Advisors held its IBM (IBM) position steady in Q1 2026 at 197 shares worth $47.8K. The position accounts for 0.02% of the portfolio, ranked #56.

IFS Advisors first reported a position in IBM in Q4 2020 and has held it in 19 quarters since. The position peaked at $74K in Q4 2020. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

IFS Advisors held 197 shares of IBM worth $47.8K as of Q1 2026.
IFS Advisors left its IBM share count unchanged in Q1 2026.
IBM made up 0.02% of IFS Advisors's portfolio in Q1 2026, its #56 holding.
IFS Advisors first reported a position in IBM in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's IBM position peaked at $74K in Q4 2020.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.