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Lifeworks Advisors’s IBM IBM Stock Holding History

Lifeworks 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 		$6.27M Buy
25,862
+994
+4% +$269K 0.8% 39
2025
Q4 		$7.37M Sell
24,868
-6,108
-20% -$1.83M 0.95% 27
2025
Q3 		$8.74M Sell
30,976
-998
-3% -$261K 1.16% 18
2025
Q2 		$9.43M Sell
31,974
-3,913
-11% -$1.01M 1.41% 11
2025
Q1 		$8.92M Buy
35,887
+2,561
+8% +$626K 1.48% 13
2024
Q4 		$7.33M Buy
33,326
+3,082
+10% +$686K 1.32% 13
2024
Q3 		$6.69M Buy
30,244
+6,513
+27% +$1.28M 1.31% 14
2024
Q2 		$4.1M Buy
23,731
+4,868
+26% +$846K 1.14% 24
2024
Q1 		$3.6M Buy
18,863
+437
+2% +$79.7K 1.01% 29
2023
Q4 		$3.01M Buy
18,426
+704
+4% +$106K 1.04% 30
2023
Q3 		$2.49M Buy
17,722
+495
+3% +$70.4K 0.97% 32
2023
Q2 		$2.31M Buy
17,227
+2,901
+20% +$374K 0.98% 31
2023
Q1 		$1.88M Sell
14,326
-1,354
-9% -$181K 0.89% 38
2022
Q4 		$2.21M Buy
15,680
+188
+1% +$25.9K 1.24% 26
2022
Q3 		$2.14M Buy
15,492
+1,638
+12% +$215K 1.22% 23
2022
Q2 		$1.96M Buy
13,854
+3,615
+35% +$488K 1.24% 24
2022
Q1 		$1.33M Buy
10,239
+5,663
+124% +$739K 0.88% 34
2021
Q4 		$612K Buy
+4,576
New +$574K 0.49% 61

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

Lifeworks Advisors's IBM Position: Q1 2026 in Review

Lifeworks Advisors increased its IBM (IBM) stake by 4% in Q1 2026, buying an estimated $269K and bringing the position to 25,862 shares worth $6.27M. The position accounts for 0.8% of the portfolio, ranked #39.

Lifeworks Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.43M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Lifeworks Advisors held 25,862 shares of IBM worth $6.27M as of Q1 2026.
  • Lifeworks Advisors bought 994 IBM shares in Q1 2026, an estimated $269K.
  • IBM made up 0.8% of Lifeworks Advisors's portfolio in Q1 2026, its #39 holding.
  • Lifeworks Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's IBM position peaked at $9.43M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.