IA
IBM icon

Invested Advisors’s IBM IBM Stock Holding History

Invested 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 		$378K Buy
1,558
+9
+0.6% +$2.44K 0.38% 77
2025
Q4 		$459K Sell
1,549
-1,316
-46% -$394K 0.48% 59
2025
Q3 		$639K Buy
+2,865
New +$750K 0.93% 26

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

Invested Advisors's IBM Position: Q1 2026 in Review

Invested Advisors increased its IBM (IBM) stake by 0.58% in Q1 2026, buying an estimated $2.44K and bringing the position to 1,558 shares worth $378K. The position accounts for 0.38% of the portfolio, ranked #77.

Invested Advisors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. The position peaked at $639K in Q3 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Invested Advisors held 1,558 shares of IBM worth $378K as of Q1 2026.
  • Invested Advisors bought 9 IBM shares in Q1 2026, an estimated $2.44K.
  • IBM made up 0.38% of Invested Advisors's portfolio in Q1 2026, its #77 holding.
  • Invested Advisors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
  • Invested Advisors's IBM position peaked at $639K in Q3 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Invested Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.