Level Four Advisory Services’s IBM IBM Stock Holding History

Level Four Advisory Services’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
2020 Q4	–	Sell	-523	Closed	-$13K	–	605
2020 Q3	$13K	Buy	523 +518	+10,360%	+$61K	﹤0.01%	538
2020 Q2	$13K	Buy	+5	New	+$581	﹤0.01%	563

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

Level Four Advisory Services's IBM Position: Q1 2026 in Review

Level Four Advisory Services increased its IBM (IBM) stake by 9.7% in Q1 2026, buying an estimated $762K and bringing the position to 31,847 shares worth $7.72M. The position accounts for 0.25% of the portfolio, ranked #97.

Level Four Advisory Services first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2019. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Level Four Advisory Services held 31,847 shares of IBM worth $7.72M as of Q1 2026.
Level Four Advisory Services bought 2,815 IBM shares in Q1 2026, an estimated $762K.
IBM made up 0.25% of Level Four Advisory Services's portfolio in Q1 2026, its #97 holding.
Level Four Advisory Services first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's IBM position peaked at $11.1M in Q4 2019.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.