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International Private Wealth Advisors’s IBM IBM Stock Holding History

International Private 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 		$270K Buy
1,112
+72
+7% +$19.5K 0.16% 135
2025
Q4 		$308K Sell
1,040
-15
-1% -$4.49K 0.19% 113
2025
Q3 		$298K Sell
1,055
-136
-11% -$35.6K 0.19% 123
2025
Q2 		$351K Sell
1,191
-460
-28% -$119K 0.3% 97
2025
Q1 		$411K Buy
1,651
+68
+4% +$16.6K 0.39% 66
2024
Q4 		$348K Sell
1,583
-17
-1% -$3.79K 0.35% 81
2024
Q3 		$354K Sell
1,600
-86
-5% -$16.9K 0.52% 61
2024
Q2 		$292K Sell
1,686
-599
-26% -$104K 0.49% 73
2024
Q1 		$436K Buy
2,285
+883
+63% +$161K 0.84% 31
2023
Q4 		$229K Buy
+1,402
New +$212K 0.23% 80

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

International Private Wealth Advisors's IBM Position: Q1 2026 in Review

International Private Wealth Advisors increased its IBM (IBM) stake by 6.9% in Q1 2026, buying an estimated $19.5K and bringing the position to 1,112 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #135.

International Private Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $436K in Q1 2024. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • International Private Wealth Advisors held 1,112 shares of IBM worth $270K as of Q1 2026.
  • International Private Wealth Advisors bought 72 IBM shares in Q1 2026, an estimated $19.5K.
  • IBM made up 0.16% of International Private Wealth Advisors's portfolio in Q1 2026, its #135 holding.
  • International Private Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • International Private Wealth Advisors's IBM position peaked at $436K in Q1 2024.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.