Kingsview Wealth Management’s IBM IBM Stock Holding History

Kingsview Wealth Management’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
2022 Q1	–	Sell	-100	Closed	-$13K	–	931
2021 Q4	$13K	Buy	+100	New	+$12.5K	﹤0.01%	938
2020 Q3	–	Sell	-523	Closed	-$1K	–	670
2020 Q2	$1K	Sell	523 -105	-17%	-$12.2K	﹤0.01%	594
2020 Q1	$4K	Buy	+628	New	+$79.4K	﹤0.01%	470
2019 Q3	–	Sell	-1,255	Closed	-$1K	–	462
2019 Q2	$1K	Buy	+1,255	New	+$165K	﹤0.01%	442
2018 Q3	–	Sell	-1,046	Closed	-$1K	–	428
2018 Q2	$1K	Buy	+1,046	New	+$146K	﹤0.01%	365
2018 Q1	–	Sell	-837	Closed	-$2K	–	399
2017 Q4	$2K	Buy	837 +209	+33%	+$30.4K	﹤0.01%	360
2017 Q3	$1K	Sell	628 -418	-40%	-$58.2K	﹤0.01%	344
2017 Q2	$1K	Sell	1,046 -1,674	-62%	-$252K	﹤0.01%	337
2017 Q1	$2K	Buy	+2,720	New	+$456K	﹤0.01%	274

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

Kingsview Wealth Management's IBM Position: Q1 2026 in Review

Kingsview Wealth Management reduced its IBM (IBM) stake by 6.5% in Q1 2026, selling an estimated $669K and leaving 35,768 shares worth $8.67M. The position accounts for 0.12% of the portfolio, ranked #155.

Kingsview Wealth Management first reported a position in IBM in Q1 2017 and has held it in 37 quarters since. The position peaked at $60.8M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Kingsview Wealth Management held 35,768 shares of IBM worth $8.67M as of Q1 2026.
Kingsview Wealth Management sold 2,473 IBM shares in Q1 2026, an estimated $669K.
IBM made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #155 holding.
Kingsview Wealth Management first reported a position in IBM in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's IBM position peaked at $60.8M in Q3 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.