Leo Wealth LLC’s IBM IBM Stock Holding History

Leo Wealth LLC’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	$4.36M	Buy	17,986 +1,678	+10%	+$454K	0.32%	68
2025 Q4	$4.83M	Buy	16,308 +1,180	+8%	+$353K	0.35%	56
2025 Q3	$4.27M	Sell	15,128 -1,484	-9%	-$388K	0.55%	38
2025 Q2	$4.89M	Sell	16,612 -242	-1%	-$62.3K	0.38%	48
2025 Q1	$4.19M	Sell	16,854 -22	-0.1%	-$5.38K	0.6%	33
2024 Q4	$3.71M	Sell	16,876 -2,674	-14%	-$596K	0.33%	53
2024 Q3	$4.32M	Buy	19,550 +539	+3%	+$106K	0.4%	48
2024 Q2	$3.29M	Buy	19,011 +649	+4%	+$113K	0.34%	53
2024 Q1	$3.5M	Sell	18,362 -2,623	-12%	-$479K	0.36%	50
2023 Q4	$3.48M	Buy	+20,985	New	+$3.17M	0.36%	48

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

Leo Wealth LLC's IBM Position: Q1 2026 in Review

Leo Wealth LLC increased its IBM (IBM) stake by 10% in Q1 2026, buying an estimated $454K and bringing the position to 17,986 shares worth $4.36M. The position accounts for 0.32% of the portfolio, ranked #68.

Leo Wealth LLC first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.89M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Leo Wealth LLC held 17,986 shares of IBM worth $4.36M as of Q1 2026.
Leo Wealth LLC bought 1,678 IBM shares in Q1 2026, an estimated $454K.
IBM made up 0.32% of Leo Wealth LLC's portfolio in Q1 2026, its #68 holding.
Leo Wealth LLC first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's IBM position peaked at $4.89M in Q2 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.