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Investor's Fiduciary Advisor Network’s IBM IBM Stock Holding History

Investor's Fiduciary Advisor Network’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 		$418K Sell
1,727
-585
-25% -$158K 0.13% 176
2025
Q4 		$684K Buy
2,312
+686
+42% +$205K 0.15% 139
2025
Q3 		$458K Sell
1,626
-16
-1% -$4.19K 0.16% 148
2025
Q2 		$483K Buy
1,642
+588
+56% +$151K 0.18% 135
2025
Q1 		$262K Sell
1,054
-529
-33% -$129K 0.12% 148
2024
Q4 		$348K Buy
+1,583
New +$353K 0.13% 155

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

Investor's Fiduciary Advisor Network's IBM Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its IBM (IBM) stake by 25% in Q1 2026, selling an estimated $158K and leaving 1,727 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #176.

Investor's Fiduciary Advisor Network first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $684K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 1,727 shares of IBM worth $418K as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 585 IBM shares in Q1 2026, an estimated $158K.
  • IBM made up 0.13% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #176 holding.
  • Investor's Fiduciary Advisor Network first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's IBM position peaked at $684K in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.