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Kestra Private Wealth Services’s IBM IBM Stock Holding History

Kestra Private Wealth Services’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 		$20.8M Buy
85,914
+3,741
+5% +$1.01M 0.26% 83
2025
Q4 		$24.3M Buy
82,173
+4,714
+6% +$1.41M 0.3% 67
2025
Q3 		$21.9M Sell
77,459
-2,526
-3% -$661K 0.28% 71
2025
Q2 		$23.6M Buy
79,985
+1,542
+2% +$397K 0.34% 55
2025
Q1 		$19.5M Buy
78,443
+1,442
+2% +$353K 0.33% 59
2024
Q4 		$16.9M Buy
77,001
+10,349
+16% +$2.3M 0.29% 69
2024
Q3 		$14.7M Sell
66,652
-3,074
-4% -$603K 0.27% 79
2024
Q2 		$12.1M Buy
69,726
+2,958
+4% +$514K 0.24% 92
2024
Q1 		$12.8M Sell
66,768
-1,599
-2% -$292K 0.29% 81
2023
Q4 		$11.2M Buy
68,367
+12,951
+23% +$1.96M 0.29% 88
2023
Q3 		$7.77M Buy
55,416
+11,729
+27% +$1.67M 0.24% 100
2023
Q2 		$5.85M Buy
43,687
+2,813
+7% +$363K 0.2% 122
2023
Q1 		$5.36M Sell
40,874
-1,954
-5% -$261K 0.21% 115
2022
Q4 		$6.03M Buy
42,828
+4,367
+11% +$602K 0.31% 89
2022
Q3 		$4.57M Sell
38,461
-1,173
-3% -$154K 0.26% 100
2022
Q2 		$5.6M Buy
39,634
+497
+1% +$67.1K 0.32% 78
2022
Q1 		$5.09M Buy
39,137
+1,164
+3% +$152K 0.25% 93
2021
Q4 		$5.08M Buy
37,973
+4,807
+14% +$603K 0.24% 101
2021
Q3 		$4.41M Buy
33,166
+1,488
+5% +$199K 0.25% 98
2021
Q2 		$4.44M Buy
31,678
+840
+3% +$115K 0.27% 87
2021
Q1 		$3.93M Buy
30,838
+4,460
+17% +$534K 0.27% 86
2020
Q4 		$3.14M Buy
26,378
+10,192
+63% +$1.18M 0.23% 103
2020
Q3 		$1.87M Buy
+16,186
New +$1.91M 0.16% 143

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

Kestra Private Wealth Services's IBM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its IBM (IBM) stake by 4.6% in Q1 2026, buying an estimated $1.01M and bringing the position to 85,914 shares worth $20.8M. The position accounts for 0.26% of the portfolio, ranked #83.

Kestra Private Wealth Services first reported a position in IBM in Q3 2020 and has held it in 23 quarters since. The position peaked at $24.3M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Kestra Private Wealth Services held 85,914 shares of IBM worth $20.8M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,741 IBM shares in Q1 2026, an estimated $1.01M.
  • IBM made up 0.26% of Kestra Private Wealth Services's portfolio in Q1 2026, its #83 holding.
  • Kestra Private Wealth Services first reported a position in IBM in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's IBM position peaked at $24.3M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.