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Keyvantage Wealth’s IBM IBM Stock Holding History

Keyvantage 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 		$3.02M Sell
12,453
-54
-0.4% -$14.6K 1.33% 17
2025
Q4 		$3.7M Buy
12,507
+21
+0.2% +$6.29K 1.58% 16
2025
Q3 		$3.52M Sell
12,486
-318
-2% -$83.2K 1.48% 21
2025
Q2 		$3.77M Buy
12,804
+134
+1% +$34.5K 1.69% 19
2025
Q1 		$3.15M Buy
12,670
+11,661
+1,156% +$2.85M 1.53% 20
2024
Q4 		$222K Buy
+1,009
New +$225K 0.16% 90

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

Keyvantage Wealth's IBM Position: Q1 2026 in Review

Keyvantage Wealth reduced its IBM (IBM) stake by 0.43% in Q1 2026, selling an estimated $14.6K and leaving 12,453 shares worth $3.02M. The position accounts for 1.33% of the portfolio, ranked #17.

Keyvantage Wealth first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.77M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Keyvantage Wealth held 12,453 shares of IBM worth $3.02M as of Q1 2026.
  • Keyvantage Wealth sold 54 IBM shares in Q1 2026, an estimated $14.6K.
  • IBM made up 1.33% of Keyvantage Wealth's portfolio in Q1 2026, its #17 holding.
  • Keyvantage Wealth first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's IBM position peaked at $3.77M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.