KFA Private Wealth Group’s IBM IBM Stock Holding History

KFA Private Wealth 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	$937K	Buy	3,866 +101	+3%	+$27.3K	0.22%	54
2025 Q4	$1.12M	Buy	3,765 +32	+0.9%	+$9.58K	0.27%	45
2025 Q3	$1.05M	Sell	3,733 -98	-3%	-$25.7K	0.3%	45
2025 Q2	$1.13M	Buy	3,831 +7	+0.2%	+$1.8K	0.35%	40
2025 Q1	$951K	Buy	3,824 +1,321	+53%	+$323K	0.33%	38
2024 Q4	$550K	Buy	2,503 +486	+24%	+$108K	0.23%	41
2024 Q3	$446K	Sell	2,017 -24	-1%	-$4.71K	0.21%	45
2024 Q2	$353K	Buy	2,041 +303	+17%	+$52.6K	0.18%	57
2024 Q1	$332K	Sell	1,738 -3	-0.2%	-$547	0.1%	80
2023 Q4	$285K	Buy	+1,741	New	+$263K	0.1%	72

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KFA Private Wealth Group's IBM Position: Q1 2026 in Review

KFA Private Wealth Group increased its IBM (IBM) stake by 2.7% in Q1 2026, buying an estimated $27.3K and bringing the position to 3,866 shares worth $937K. The position accounts for 0.22% of the portfolio, ranked #54.

KFA Private Wealth Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

KFA Private Wealth Group held 3,866 shares of IBM worth $937K as of Q1 2026.
KFA Private Wealth Group bought 101 IBM shares in Q1 2026, an estimated $27.3K.
IBM made up 0.22% of KFA Private Wealth Group's portfolio in Q1 2026, its #54 holding.
KFA Private Wealth Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
KFA Private Wealth Group's IBM position peaked at $1.13M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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