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Investment Advisory Group’s IBM IBM Stock Holding History

Investment Advisory Group’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 		$679K Buy
2,802
+37
+1% +$10K 0.17% 95
2025
Q4 		$819K Buy
2,765
+170
+7% +$50.9K 0.21% 90
2025
Q3 		$732K Sell
2,595
-29
-1% -$7.59K 0.2% 86
2025
Q2 		$773K Sell
2,624
-4
-0.2% -$1.03K 0.23% 81
2025
Q1 		$653K Sell
2,628
-20
-0.8% -$4.89K 0.22% 87
2024
Q4 		$582K Sell
2,648
-512
-16% -$114K 0.2% 90
2024
Q3 		$699K Buy
3,160
+307
+11% +$60.2K 0.24% 79
2024
Q2 		$493K Buy
2,853
+586
+26% +$102K 0.19% 90
2024
Q1 		$433K Buy
2,267
+20
+0.9% +$3.65K 0.18% 93
2023
Q4 		$368K Sell
2,247
-88
-4% -$13.3K 0.17% 98
2023
Q3 		$328K Buy
2,335
+30
+1% +$4.27K 0.17% 94
2023
Q2 		$308K Buy
2,305
+221
+11% +$28.5K 0.16% 97
2023
Q1 		$273K Hold
2,084
– – 0.16% 107
2022
Q4 		$294K Hold
2,084
– – 0.18% 100
2022
Q3 		$248K Sell
2,084
-36
-2% -$4.72K 0.17% 102
2022
Q2 		$298K Buy
2,120
+497
+31% +$67.1K 0.2% 90
2022
Q1 		$213K Hold
1,623
– – 0.13% 121
2021
Q4 		$217K Buy
+1,623
New +$204K 0.14% 114

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

Investment Advisory Group's IBM Position: Q1 2026 in Review

Investment Advisory Group increased its IBM (IBM) stake by 1.3% in Q1 2026, buying an estimated $10K and bringing the position to 2,802 shares worth $679K. The position accounts for 0.17% of the portfolio, ranked #95.

Investment Advisory Group first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $819K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Investment Advisory Group held 2,802 shares of IBM worth $679K as of Q1 2026.
  • Investment Advisory Group bought 37 IBM shares in Q1 2026, an estimated $10K.
  • IBM made up 0.17% of Investment Advisory Group's portfolio in Q1 2026, its #95 holding.
  • Investment Advisory Group first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's IBM position peaked at $819K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.