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Inlet Private Wealth’s IBM IBM Stock Holding History

Inlet Private 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 Sell
4,540
-3,600
-44% -$974K 0.28% 77
2025
Q4 		$2.41M Sell
8,140
-620
-7% -$186K 0.56% 54
2025
Q3 		$2.47M Buy
8,760
+93
+1% +$24.3K 0.56% 52
2025
Q2 		$2.55M Hold
8,667
– – 0.63% 50
2025
Q1 		$2.16M Sell
8,667
-50
-0.6% -$12.2K 0.56% 56
2024
Q4 		$1.92M Sell
8,717
-600
-6% -$134K 0.51% 63
2024
Q3 		$2.06M Hold
9,317
– – 0.52% 65
2024
Q2 		$1.61M Sell
9,317
-300
-3% -$52.1K 0.44% 68
2024
Q1 		$1.84M Buy
9,617
+40
+0.4% +$7.3K 0.51% 60
2023
Q4 		$1.57M Buy
9,577
+500
+6% +$75.6K 0.48% 65
2023
Q3 		$1.27M Sell
9,077
-966
-10% -$137K 0.42% 67
2023
Q2 		$1.34M Buy
10,043
+500
+5% +$64.5K 0.34% 71
2023
Q1 		$1.25M Hold
9,543
– – 0.33% 71
2022
Q4 		$1.34M Buy
9,543
+5
+0.1% +$690 0.35% 71
2022
Q3 		$1.13M Buy
9,538
+505
+6% +$66.3K 0.34% 74
2022
Q2 		$1.27M Hold
9,033
– – 0.36% 70
2022
Q1 		$1.17M Buy
9,033
+1,140
+14% +$149K 0.29% 74
2021
Q4 		$1.05M Buy
7,893
+432
+6% +$54.2K 0.26% 80
2021
Q3 		$991K Hold
7,461
– – 0.27% 80
2021
Q2 		$1.05M Hold
7,461
– – 0.27% 76
2021
Q1 		$951K Hold
7,461
– – 0.27% 77
2020
Q4 		$898K Sell
7,461
-26
-0.3% -$3K 0.29% 76
2020
Q3 		$871K Hold
7,487
– – 0.34% 72
2020
Q2 		$864K Buy
7,487
+653
+10% +$75.8K 0.34% 70
2020
Q1 		$725K Hold
6,834
– – 0.34% 72
2019
Q4 		$876K Hold
6,834
– – 0.29% 81
2019
Q3 		$950K Hold
6,834
– – 0.35% 73
2019
Q2 		$933K Hold
6,834
– – 0.34% 77
2019
Q1 		$922K Buy
+6,834
New +$871K 0.37% 75

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

Inlet Private Wealth's IBM Position: Q1 2026 in Review

Inlet Private Wealth reduced its IBM (IBM) stake by 44% in Q1 2026, selling an estimated $974K and leaving 4,540 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #77.

Inlet Private Wealth first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.55M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Inlet Private Wealth held 4,540 shares of IBM worth $1.1M as of Q1 2026.
  • Inlet Private Wealth sold 3,600 IBM shares in Q1 2026, an estimated $974K.
  • IBM made up 0.28% of Inlet Private Wealth's portfolio in Q1 2026, its #77 holding.
  • Inlet Private Wealth first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
  • Inlet Private Wealth's IBM position peaked at $2.55M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.