Insight Wealth Partners’s IBM IBM Stock Holding History

Insight 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	–	Sell	-685	Closed	-$203K	–	128
2025 Q4	$203K	Buy	+685	New	+$205K	0.03%	114
2025 Q3	–	Sell	-690	Closed	-$203K	–	116
2025 Q2	$203K	Buy	+690	New	+$178K	0.08%	107

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

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

Insight Wealth Partners sold out of IBM (IBM) in Q1 2026, closing a stake of 685 shares — an estimated $203K sold.

Insight Wealth Partners first reported a position in IBM in Q2 2025 and held it in 2 quarters. The position peaked at $203K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Insight Wealth Partners reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Insight Wealth Partners sold 685 IBM shares in Q1 2026, an estimated $203K.
Insight Wealth Partners first reported a position in IBM in Q2 2025 and held it in 2 quarters.
Insight Wealth Partners's IBM position peaked at $203K in Q2 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.