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King Wealth Management Group’s IBM IBM Stock Holding History

King Wealth Management 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 		$459K Buy
1,893
+23
+1% +$6.22K 0.06% 109
2025
Q4 		$554K Sell
1,870
-8
-0.4% -$2.4K 0.07% 97
2025
Q3 		$530K Hold
1,878
– – 0.07% 97
2025
Q2 		$554K Hold
1,878
– – 0.08% 94
2025
Q1 		$467K Sell
1,878
-436
-19% -$107K 0.07% 94
2024
Q4 		$509K Sell
2,314
-1,253
-35% -$279K 0.07% 92
2024
Q3 		$789K Sell
3,567
-79
-2% -$15.5K 0.12% 68
2024
Q2 		$631K Sell
3,646
-366
-9% -$63.6K 0.11% 76
2024
Q1 		$766K Hold
4,012
– – 0.13% 68
2023
Q4 		$656K Sell
4,012
-23
-0.6% -$3.48K 0.13% 70
2023
Q3 		$566K Hold
4,035
– – 0.12% 70
2023
Q2 		$540K Buy
4,035
+833
+26% +$108K 0.11% 75
2023
Q1 		$420K Buy
3,202
+124
+4% +$16.6K 0.09% 92
2022
Q4 		$434K Sell
3,078
-2,013
-40% -$278K 0.1% 88
2022
Q3 		$605K Buy
5,091
+2,279
+81% +$299K 0.15% 67
2022
Q2 		$397K Sell
2,812
-318
-10% -$42.9K 0.1% 99
2022
Q1 		$407K Buy
3,130
+110
+4% +$14.3K 0.08% 104
2021
Q4 		$404K Sell
3,020
-526
-15% -$66K 0.08% 111
2021
Q3 		$471K Buy
3,546
+440
+14% +$58.8K 0.1% 105
2021
Q2 		$435K Sell
3,106
-533
-15% -$72.9K 0.09% 107
2021
Q1 		$464K Buy
3,639
+76
+2% +$9.1K 0.1% 99
2020
Q4 		$429K Buy
3,563
+12
+0.3% +$1.39K 0.1% 102
2020
Q3 		$413K Sell
3,551
-2,093
-37% -$246K 0.11% 101
2020
Q2 		$652K Buy
5,644
+2,174
+63% +$252K 0.19% 70
2020
Q1 		$368K Buy
3,470
+12
+0.3% +$1.52K 0.16% 79
2019
Q4 		$443K Sell
3,458
-605
-15% -$78.6K 0.12% 78
2019
Q3 		$565K Buy
4,063
+488
+14% +$65.8K 0.16% 61
2019
Q2 		$471K Buy
3,575
+190
+6% +$25K 0.14% 71
2019
Q1 		$457K Buy
3,385
+738
+28% +$94.1K 0.14% 73
2018
Q4 		$288K Buy
2,647
+54
+2% +$6.48K 0.1% 89
2018
Q3 		$375K Buy
2,593
+92
+4% +$12.9K 0.12% 81
2018
Q2 		$334K Sell
2,501
-96
-4% -$13.4K 0.11% 88
2018
Q1 		$381K Sell
2,597
-1,864
-42% -$282K 0.14% 80
2017
Q4 		$654K Sell
4,461
-288
-6% -$41.9K 0.23% 58
2017
Q3 		$659K Buy
4,749
+1,678
+55% +$234K 0.25% 58
2017
Q2 		$452K Buy
3,071
+1
+0% +$151 0.18% 74
2017
Q1 		$511K Buy
3,070
+183
+6% +$30.7K 0.21% 67
2016
Q4 		$458K Hold
2,887
– – 0.21% 65
2016
Q3 		$438K Buy
+2,887
New +$438K 0.22% 60
2016
Q1 		– Sell
-789
Closed -$104K – 108
2015
Q4 		$104K Sell
789
-3,966
-83% -$533K 0.06% 102
2015
Q3 		$659K Buy
4,755
+107
+2% +$15.8K 0.41% 48
2015
Q2 		$722K Buy
4,648
+2
+0% +$321 0.39% 50
2015
Q1 		$713K Sell
4,646
-4,733
-50% -$718K 0.41% 47
2014
Q4 		$1.44M Buy
9,379
+4,272
+84% +$680K 0.77% 34
2014
Q3 		$926K Buy
5,107
+28
+0.6% +$5.1K 0.58% 41
2014
Q2 		$882K Sell
5,079
-16,956
-77% -$3.05M 0.54% 45
2014
Q1 		$4.06M Sell
22,035
-3,073
-12% -$541K 2.79% 8
2013
Q4 		$4.5M Buy
25,108
+724
+3% +$125K 2.57% 9
2013
Q3 		$4.32M Buy
24,384
+251
+1% +$45.6K 2.81% 8
2013
Q2 		$4.41M Buy
+24,133
New +$4.7M 3.05% 8

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

King Wealth Management Group's IBM Position: Q1 2026 in Review

King Wealth Management Group increased its IBM (IBM) stake by 1.2% in Q1 2026, buying an estimated $6.22K and bringing the position to 1,893 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #109.

King Wealth Management Group first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.5M in Q4 2013. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • King Wealth Management Group held 1,893 shares of IBM worth $459K as of Q1 2026.
  • King Wealth Management Group bought 23 IBM shares in Q1 2026, an estimated $6.22K.
  • IBM made up 0.06% of King Wealth Management Group's portfolio in Q1 2026, its #109 holding.
  • King Wealth Management Group first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
  • King Wealth Management Group's IBM position peaked at $4.5M in Q4 2013.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.