LMG Wealth Partners’s IBM IBM Stock Holding History

LMG 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	$840K	Hold	3,464	–	–	0.15%	99
2025 Q4	$1.03M	Buy	3,464 +72	+2%	+$21.6K	0.19%	92
2025 Q3	$957K	Buy	3,392 +35	+1%	+$9.16K	0.18%	98
2025 Q2	$990K	Buy	3,357 +14	+0.4%	+$3.61K	0.2%	92
2025 Q1	$831K	Sell	3,343 -26	-0.8%	-$6.36K	0.19%	88
2024 Q4	$741K	Buy	3,369 +30	+0.9%	+$6.68K	0.16%	91
2024 Q3	$738K	Sell	3,339 -156	-4%	-$30.6K	0.17%	85
2024 Q2	$604K	Buy	3,495 +4	+0.1%	+$695	0.15%	87
2024 Q1	$667K	Buy	3,491 +52	+2%	+$9.49K	0.17%	87
2023 Q4	$562K	Sell	3,439 -145	-4%	-$21.9K	0.16%	72
2023 Q3	$503K	Buy	3,584 +90	+3%	+$12.8K	0.15%	73
2023 Q2	$468K	Sell	3,494 -3,925	-53%	-$507K	0.14%	75
2023 Q1	$973K	Buy	7,419 +55	+0.7%	+$7.36K	0.31%	63
2022 Q4	$1.07M	Buy	+7,364	New	+$1.02M	0.35%	56

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

LMG Wealth Partners's IBM Position: Q1 2026 in Review

LMG Wealth Partners held its IBM (IBM) position steady in Q1 2026 at 3,464 shares worth $840K. The position accounts for 0.15% of the portfolio, ranked #99.

LMG Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

LMG Wealth Partners held 3,464 shares of IBM worth $840K as of Q1 2026.
LMG Wealth Partners left its IBM share count unchanged in Q1 2026.
IBM made up 0.15% of LMG Wealth Partners's portfolio in Q1 2026, its #99 holding.
LMG Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's IBM position peaked at $1.07M in Q4 2022.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.