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Level Financial Advisors’s IBM IBM Stock Holding History

Level Financial 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
-818
Closed -$242K – 94
2025
Q4 		$242K Sell
818
-163
-17% -$48.8K 0.06% 86
2025
Q3 		$277K Buy
981
+199
+25% +$52.1K 0.08% 84
2025
Q2 		$231K Buy
+782
New +$201K 0.07% 84
2024
Q1 		– Sell
-59
Closed -$9.69K – 153
2023
Q4 		$9.69K Hold
59
– – ﹤0.01% 195
2023
Q3 		$8.31K Hold
59
– – ﹤0.01% 200
2023
Q2 		$7.92K Hold
59
– – ﹤0.01% 200
2023
Q1 		$7.76K Hold
59
– – ﹤0.01% 173
2022
Q4 		$8K Hold
59
– – 0.01% 174
2022
Q3 		$7K Hold
59
– – 0.01% 181
2022
Q2 		$8K Hold
59
– – 0.01% 190
2022
Q1 		$8K Sell
59
-50
-46% -$6.52K 0.01% 163
2021
Q4 		$15K Buy
+109
New +$13.7K 0.01% 149

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

Level Financial Advisors's IBM Position: Q1 2026 in Review

Level Financial Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 818 shares — an estimated $242K sold.

Level Financial Advisors first reported a position in IBM in Q4 2021 and held it in 12 quarters. The position peaked at $277K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Level Financial Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Level Financial Advisors sold 818 IBM shares in Q1 2026, an estimated $242K.
  • Level Financial Advisors first reported a position in IBM in Q4 2021 and held it in 12 quarters.
  • Level Financial Advisors's IBM position peaked at $277K in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Level Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.