KWM
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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
2017
Q4 		– Sell
-1,046
Closed -$1K – 412
2017
Q3 		$1K Buy
1,046
+523
+100% +$72.9K ﹤0.01% 345
2017
Q2 		$2K Buy
+523
New +$78.8K ﹤0.01% 315

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

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.