Impact Partnership Wealth’s IBM IBM Stock Holding History

Impact Partnership Wealth’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	4,546 +3,119	+219%	+$844K	0.14%	107
2025 Q4	$423K	Sell	1,427 -2,490	-64%	-$746K	0.05%	227
2025 Q3	$1.11M	Buy	3,917 +2,585	+194%	+$677K	0.16%	82
2025 Q2	$393K	Sell	1,332 -79	-6%	-$20.4K	0.07%	175
2025 Q1	$351K	Sell	1,411 -8,898	-86%	-$2.18M	0.07%	156
2024 Q4	$2.27M	Buy	10,309 +4,049	+65%	+$902K	0.46%	28
2024 Q3	$1.38M	Sell	6,260 -213	-3%	-$41.8K	0.31%	33
2024 Q2	$1.12M	Buy	6,473 +1,772	+38%	+$308K	0.29%	38
2024 Q1	$898K	Sell	4,701 -897	-16%	-$164K	0.36%	34
2023 Q4	$916K	Buy	5,598 +339	+6%	+$51.2K	0.33%	34
2023 Q3	$738K	Buy	5,259 +29	+0.6%	+$4.13K	0.23%	49
2023 Q2	$700K	Buy	+5,230	New	+$675K	0.24%	42

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

Impact Partnership Wealth's IBM Position: Q1 2026 in Review

Impact Partnership Wealth increased its IBM (IBM) stake by 219% in Q1 2026, buying an estimated $844K and bringing the position to 4,546 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #107.

Impact Partnership Wealth first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.27M in Q4 2024. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Impact Partnership Wealth held 4,546 shares of IBM worth $1.1M as of Q1 2026.
Impact Partnership Wealth bought 3,119 IBM shares in Q1 2026, an estimated $844K.
IBM made up 0.14% of Impact Partnership Wealth's portfolio in Q1 2026, its #107 holding.
Impact Partnership Wealth first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's IBM position peaked at $2.27M in Q4 2024.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.