IA
IBM icon

Intellus Advisors’s IBM IBM Stock Holding History

Intellus 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 		$201K Buy
830
+100
+14% +$27.1K 0.03% 120
2025
Q4 		$216K Hold
730
– – 0.03% 123
2025
Q3 		$206K Sell
730
-345
-32% -$90.3K 0.03% 126
2025
Q2 		$317K Hold
1,075
– – 0.05% 104
2025
Q1 		$267K Buy
+1,075
New +$263K 0.05% 101

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

Intellus Advisors's IBM Position: Q1 2026 in Review

Intellus Advisors increased its IBM (IBM) stake by 14% in Q1 2026, buying an estimated $27.1K and bringing the position to 830 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #120.

Intellus Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $317K in Q2 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Intellus Advisors held 830 shares of IBM worth $201K as of Q1 2026.
  • Intellus Advisors bought 100 IBM shares in Q1 2026, an estimated $27.1K.
  • IBM made up 0.03% of Intellus Advisors's portfolio in Q1 2026, its #120 holding.
  • Intellus Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Intellus Advisors's IBM position peaked at $317K in Q2 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.