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Madison Wealth Partners’s IBM IBM Stock Holding History

Madison 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 		$264K Buy
1,090
+190
+21% +$51.4K 0.04% 174
2025
Q4 		$267K Buy
900
+102
+13% +$30.5K 0.05% 159
2025
Q3 		$225K Hold
798
– – 0.04% 160
2025
Q2 		$235K Buy
+798
New +$206K 0.05% 149

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

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

Madison Wealth Partners increased its IBM (IBM) stake by 21% in Q1 2026, buying an estimated $51.4K and bringing the position to 1,090 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #174.

Madison Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $267K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Madison Wealth Partners held 1,090 shares of IBM worth $264K as of Q1 2026.
  • Madison Wealth Partners bought 190 IBM shares in Q1 2026, an estimated $51.4K.
  • IBM made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Madison Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Madison Wealth Partners's IBM position peaked at $267K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.