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Liberty Wealth Management’s IBM IBM Stock Holding History

Liberty Wealth Management’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 		$1.23M Sell
5,095
-308
-6% -$83.3K 0.15% 84
2025
Q4 		$1.6M Buy
5,403
+45
+0.8% +$13.5K 0.21% 72
2025
Q3 		$1.51M Buy
5,358
+19
+0.4% +$4.97K 0.21% 71
2025
Q2 		$1.57M Buy
+5,339
New +$1.38M 0.25% 63
2025
Q1 		– Sell
-5,300
Closed -$1.17M – 172
2024
Q4 		$1.17M Buy
5,300
+580
+12% +$129K 0.19% 76
2024
Q3 		$1.04M Sell
4,720
-25,060
-84% -$4.91M 0.18% 74
2024
Q2 		$838K Buy
29,780
+25,078
+533% +$4.36M 0.15% 82
2024
Q1 		$898K Buy
4,702
+71
+2% +$13K 0.18% 76
2023
Q4 		$757K Sell
4,631
-56
-1% -$8.46K 0.16% 74
2023
Q3 		$658K Buy
4,687
+107
+2% +$15.2K 0.16% 72
2023
Q2 		$613K Buy
4,580
+96
+2% +$12.4K 0.15% 78
2023
Q1 		$588K Buy
+4,484
New +$600K 0.12% 110
2022
Q3 		$497K Buy
4,187
+59
+1% +$7.74K 0.13% 85
2022
Q2 		$582K Buy
4,128
+42
+1% +$5.67K 0.24% 74
2022
Q1 		$531K Sell
4,086
-179
-4% -$23.3K 0.19% 73
2021
Q4 		$570 Sell
4,265
-48
-1% -$6.02K 0.02% 91
2021
Q3 		$595K Hold
4,313
– – 0.21% 69
2021
Q2 		$604K Sell
4,313
-180
-4% -$24.6K 0.23% 62
2021
Q1 		$517K Hold
4,493
– – 0.25% 60
2020
Q4 		$517K Buy
4,493
+761
+20% +$88K 0.25% 60
2020
Q3 		$434K Sell
3,732
-71
-2% -$8.36K 0.26% 60
2020
Q2 		$439K Buy
3,803
+342
+10% +$39.7K 0.31% 53
2020
Q1 		$367K Buy
3,461
+154
+5% +$19.5K 0.32% 51
2019
Q4 		$424K Buy
3,307
+2,461
+291% +$320K 0.33% 56
2019
Q3 		$118K Sell
846
-2,903
-77% -$392K 0.11% 131
2019
Q2 		$494K Buy
3,749
+3,080
+460% +$405K 0.43% 52
2019
Q1 		$90K Sell
669
-475
-42% -$60.5K 0.07% 148
2018
Q4 		$124K Buy
+1,144
New +$137K 0.09% 116

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 Wealth Management's IBM Position: Q1 2026 in Review

Liberty Wealth Management reduced its IBM (IBM) stake by 5.7% in Q1 2026, selling an estimated $83.3K and leaving 5,095 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #84.

Liberty Wealth Management first reported a position in IBM in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.6M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Liberty Wealth Management held 5,095 shares of IBM worth $1.23M as of Q1 2026.
  • Liberty Wealth Management sold 308 IBM shares in Q1 2026, an estimated $83.3K.
  • IBM made up 0.15% of Liberty Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Liberty Wealth Management first reported a position in IBM in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's IBM position peaked at $1.6M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.