Kondo Wealth Advisors’s IBM IBM Stock Holding History

Kondo Wealth Advisors’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	–	Sell	-771	Closed	-$228K	–	72
2025 Q4	$228K	Sell	771 -3	-0.4%	-$898	0.09%	65
2025 Q3	$219K	Buy	774 +14	+2%	+$3.67K	0.09%	64
2025 Q2	$222K	Buy	+760	New	+$196K	0.1%	63

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kondo Wealth Advisors's IBM Position: Q1 2026 in Review

Kondo Wealth Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 771 shares — an estimated $228K sold.

Kondo Wealth Advisors first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $228K in Q4 2025. 3,494 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Kondo Wealth Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Kondo Wealth Advisors sold 771 IBM shares in Q1 2026, an estimated $228K.
Kondo Wealth Advisors first reported a position in IBM in Q2 2025 and held it in 3 quarters.
Kondo Wealth Advisors's IBM position peaked at $228K in Q4 2025.
3,494 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kondo Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.