Institute for Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $840K | Sell |
3,464
-82
| -2% | -$22.2K | 0.09% | 228 |
|
|
2025
Q4 | $1.05M | Sell |
3,546
-25
| -0.7% | -$7.49K | 0.11% | 185 |
|
|
2025
Q3 | $1.01M | Buy |
3,571
+11
| +0.3% | +$2.88K | 0.11% | 195 |
|
|
2025
Q2 | $1.05M | Sell |
3,560
-91
| -2% | -$23.4K | 0.12% | 182 |
|
|
2025
Q1 | $908K | Sell |
3,651
-8
| -0.2% | -$1.96K | 0.12% | 200 |
|
|
2024
Q4 | $804K | Sell |
3,659
-112
| -3% | -$24.9K | 0.1% | 214 |
|
|
2024
Q3 | $834K | Sell |
3,771
-152
| -4% | -$29.8K | 0.11% | 210 |
|
|
2024
Q2 | $678K | Buy |
3,923
+103
| +3% | +$17.9K | 0.09% | 225 |
|
|
2024
Q1 | $729K | Sell |
3,820
-316
| -8% | -$57.6K | 0.09% | 217 |
|
|
2023
Q4 | $676K | Hold |
4,136
| – | – | 0.11% | 217 |
|
|
2023
Q3 | $580K | Sell |
4,136
-78
| -2% | -$11.1K | 0.1% | 232 |
|
|
2023
Q2 | $564K | Buy |
4,214
+1
| +0% | +$129 | 0.1% | 240 |
|
|
2023
Q1 | $552K | Sell |
4,213
-144
| -3% | -$19.3K | 0.11% | 248 |
|
|
2022
Q4 | $614K | Sell |
4,357
-17
| -0.4% | -$2.35K | 0.13% | 219 |
|
|
2022
Q3 | $520K | Buy |
4,374
+79
| +2% | +$10.4K | 0.12% | 228 |
|
|
2022
Q2 | $606K | Buy |
4,295
+717
| +20% | +$96.8K | 0.12% | 223 |
|
|
2022
Q1 | $465K | Sell |
3,578
-37
| -1% | -$4.83K | 0.08% | 308 |
|
|
2021
Q4 | $483K | Sell |
3,615
-314
| -8% | -$39.4K | 0.08% | 288 |
|
|
2021
Q3 | $522K | Sell |
3,929
-74
| -2% | -$9.89K | 0.09% | 267 |
|
|
2021
Q2 | $561K | Sell |
4,003
-422
| -10% | -$57.7K | 0.1% | 251 |
|
|
2021
Q1 | $564K | Sell |
4,425
-621
| -12% | -$74.3K | 0.11% | 241 |
|
|
2020
Q4 | $607K | Sell |
5,046
-452
| -8% | -$52.2K | 0.12% | 207 |
|
|
2020
Q3 | $640K | Sell |
5,498
-546
| -9% | -$64.3K | 0.15% | 182 |
|
|
2020
Q2 | $698K | Sell |
6,044
-294
| -5% | -$34.1K | 0.17% | 159 |
|
|
2020
Q1 | $672K | Sell |
6,338
-595
| -9% | -$75.2K | 0.21% | 137 |
|
|
2019
Q4 | $888K | Sell |
6,933
-214
| -3% | -$27.8K | 0.2% | 146 |
|
|
2019
Q3 | $994K | Sell |
7,147
-3,144
| -31% | -$424K | 0.25% | 119 |
|
|
2019
Q2 | $1.36M | Buy |
10,291
+2,339
| +29% | +$307K | 0.3% | 82 |
|
|
2019
Q1 | $1.07M | Buy |
+7,952
| New | +$1.01M | 0.23% | 118 |
|
|
2018
Q4 | – | Sell |
-10,604
| Closed | -$1.54M | – | 298 |
|
|
2018
Q3 | $1.54M | Sell |
10,604
-266,261
| -96% | -$37.2M | 0.52% | 58 |
|
|
2018
Q2 | $2.3M | Buy |
276,865
+262,343
| +1,807% | +$36.6M | 0.73% | 32 |
|
|
2018
Q1 | $2.01M | Buy |
14,522
+6,014
| +71% | +$910K | 0.59% | 43 |
|
|
2017
Q4 | $1.28M | Buy |
+8,508
| New | +$1.24M | 0.3% | 106 |
|
|
2017
Q3 | – | Sell |
-8,336
| Closed | -$1.23M | – | 310 |
|
|
2017
Q2 | $1.23M | Buy |
+8,336
| New | +$1.26M | 0.34% | 82 |
|
Other funds holding IBM
VCM
VPM
Institute for Wealth Management's IBM Position: Q1 2026 in Review
Institute for Wealth Management reduced its IBM (IBM) stake by 2.3% in Q1 2026, selling an estimated $22.2K and leaving 3,464 shares worth $840K. The position accounts for 0.09% of the portfolio, ranked #228.
Institute for Wealth Management first reported a position in IBM in Q2 2017 and has held it in 34 quarters since. The position peaked at $2.3M in Q2 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Institute for Wealth Management held 3,464 shares of IBM worth $840K as of Q1 2026.
- Institute for Wealth Management sold 82 IBM shares in Q1 2026, an estimated $22.2K.
- IBM made up 0.09% of Institute for Wealth Management's portfolio in Q1 2026, its #228 holding.
- Institute for Wealth Management first reported a position in IBM in Q2 2017 and has held it in 34 quarters since.
- Institute for Wealth Management's IBM position peaked at $2.3M in Q2 2018.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.