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Liberty Square Wealth Partners’s IBM IBM Stock Holding History

Liberty Square Wealth Partners’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 		$230K Buy
948
+9
+1% +$2.44K 0.06% 131
2025
Q4 		$278K Hold
939
– – 0.08% 114
2025
Q3 		$265K Sell
939
-21
-2% -$5.5K 0.08% 125
2025
Q2 		$283K Sell
960
-121
-11% -$31.2K 0.1% 117
2025
Q1 		$269K Hold
1,081
– – 0.1% 117
2024
Q4 		$282K Buy
+1,081
New +$241K 0.1% 117

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

Liberty Square Wealth Partners's IBM Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its IBM (IBM) stake by 0.96% in Q1 2026, buying an estimated $2.44K and bringing the position to 948 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #131.

Liberty Square Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Liberty Square Wealth Partners held 948 shares of IBM worth $230K as of Q1 2026.
  • Liberty Square Wealth Partners bought 9 IBM shares in Q1 2026, an estimated $2.44K.
  • IBM made up 0.06% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • Liberty Square Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's IBM position peaked at $283K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.