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KWB Wealth’s IBM IBM Stock Holding History

KWB Wealth’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
-1,710
Closed -$506K – 174
2025
Q4 		$506K Sell
1,710
-400
-19% -$120K 0.05% 101
2025
Q3 		$622K Sell
2,110
-284
-12% -$74.3K 0.07% 83
2025
Q2 		$595K Buy
2,394
+53
+2% +$13.7K 0.07% 87
2025
Q1 		$515K Buy
2,341
+103
+5% +$25.2K 0.06% 94
2024
Q4 		$495K Sell
2,238
-28
-1% -$6.24K 0.06% 85
2024
Q3 		$392K Buy
2,266
+130
+6% +$25.5K 0.05% 96
2024
Q2 		$408K Sell
2,136
-61
-3% -$10.6K 0.06% 86
2024
Q1 		$420K Buy
+2,197
New +$401K 0.06% 85

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KWB Wealth's IBM Position: Q1 2026 in Review

KWB Wealth sold out of IBM (IBM) in Q1 2026, closing a stake of 1,710 shares — an estimated $506K sold.

KWB Wealth first reported a position in IBM in Q1 2024 and held it in 8 quarters. The position peaked at $622K in Q3 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • KWB Wealth reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • KWB Wealth sold 1,710 IBM shares in Q1 2026, an estimated $506K.
  • KWB Wealth first reported a position in IBM in Q1 2024 and held it in 8 quarters.
  • KWB Wealth's IBM position peaked at $622K in Q3 2025.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on KWB Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.