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Invictus Private Wealth’s IBM IBM Stock Holding History

Invictus Private Wealth’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 		$753K Sell
3,106
-134
-4% -$36.3K 0.05% 45
2025
Q4 		$960K Sell
3,240
-66
-2% -$19.8K 0.06% 39
2025
Q3 		$933K Sell
3,306
-52
-2% -$13.6K 0.06% 44
2025
Q2 		$990K Sell
3,358
-204
-6% -$52.6K 0.07% 41
2025
Q1 		$886K Sell
3,562
-47
-1% -$11.5K 0.07% 40
2024
Q4 		$793K Sell
3,609
-213
-6% -$47.4K 0.06% 45
2024
Q3 		$845K Sell
3,822
-63
-2% -$12.4K 0.07% 39
2024
Q2 		$672K Sell
3,885
-168
-4% -$29.2K 0.06% 43
2024
Q1 		$774K Sell
4,053
-116
-3% -$21.2K 0.07% 39
2023
Q4 		$682K Sell
4,169
-29
-0.7% -$4.38K 0.07% 42
2023
Q3 		$589K Sell
4,198
-2
-0% -$285 0.06% 46
2023
Q2 		$562K Hold
4,200
– – 0.06% 51
2023
Q1 		$551K Sell
4,200
-90
-2% -$12K 0.06% 49
2022
Q4 		$604K Buy
+4,290
New +$592K 0.08% 45

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

Invictus Private Wealth's IBM Position: Q1 2026 in Review

Invictus Private Wealth reduced its IBM (IBM) stake by 4.1% in Q1 2026, selling an estimated $36.3K and leaving 3,106 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #45.

Invictus Private Wealth first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $990K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Invictus Private Wealth held 3,106 shares of IBM worth $753K as of Q1 2026.
  • Invictus Private Wealth sold 134 IBM shares in Q1 2026, an estimated $36.3K.
  • IBM made up 0.05% of Invictus Private Wealth's portfolio in Q1 2026, its #45 holding.
  • Invictus Private Wealth first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Invictus Private Wealth's IBM position peaked at $990K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.