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Magnolia Private Wealth’s IBM IBM Stock Holding History

Magnolia Private Wealth’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 		$202K Buy
+832
New +$225K 0.13% 132
2025
Q2 		– Sell
-962
Closed -$239K – 106
2025
Q1 		$239K Buy
+962
New +$235K 0.2% 100

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

Magnolia Private Wealth's IBM Position: Q1 2026 in Review

Magnolia Private Wealth opened a new position in IBM (IBM) in Q1 2026: 832 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings. This is a return to the name: Magnolia Private Wealth previously reported a position in IBM as recently as Q1 2025.

Magnolia Private Wealth first reported a position in IBM in Q1 2025 and has held it in 2 quarters since. The position peaked at $239K in Q1 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Magnolia Private Wealth held 832 shares of IBM worth $202K as of Q1 2026.
  • IBM was a new Magnolia Private Wealth position in Q1 2026.
  • IBM made up 0.13% of Magnolia Private Wealth's portfolio in Q1 2026, its #132 holding.
  • Magnolia Private Wealth first reported a position in IBM in Q1 2025 and has held it in 2 quarters since.
  • Magnolia Private Wealth's IBM position peaked at $239K in Q1 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.