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Integrity Wealth Advisors’s IBM IBM Stock Holding History

Integrity Wealth 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 		$2.28M Buy
9,405
+3,563
+61% +$964K 1.36% 19
2025
Q4 		$1.73M Sell
5,842
-10,349
-64% -$3.1M 1.18% 20
2025
Q3 		$4.65M Buy
16,191
+8,489
+110% +$2.22M 1.67% 14
2025
Q2 		$2.27M Sell
7,702
-515
-6% -$133K 1.59% 13
2025
Q1 		$2.04M Sell
8,217
-116
-1% -$28.4K 1.5% 12
2024
Q4 		$1.83M Buy
+8,333
New +$1.86M 1.33% 13

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

Integrity Wealth Advisors's IBM Position: Q1 2026 in Review

Integrity Wealth Advisors increased its IBM (IBM) stake by 61% in Q1 2026, buying an estimated $964K and bringing the position to 9,405 shares worth $2.28M. The position accounts for 1.36% of the portfolio, ranked #19.

Integrity Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.65M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Integrity Wealth Advisors held 9,405 shares of IBM worth $2.28M as of Q1 2026.
  • Integrity Wealth Advisors bought 3,563 IBM shares in Q1 2026, an estimated $964K.
  • IBM made up 1.36% of Integrity Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Integrity Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Integrity Wealth Advisors's IBM position peaked at $4.65M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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