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McKinley Carter Wealth Services’s IBM IBM Stock Holding History

McKinley Carter Wealth Services’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 		$543K Sell
2,238
-187
-8% -$50.6K 0.03% 213
2025
Q4 		$718K Buy
2,425
+1,444
+147% +$432K 0.04% 196
2025
Q3 		$277K Buy
981
+73
+8% +$19.1K 0.01% 278
2025
Q2 		$268K Sell
908
-58
-6% -$14.9K 0.01% 273
2025
Q1 		$240K Buy
966
+21
+2% +$5.14K 0.01% 276
2024
Q4 		$208K Buy
+945
New +$210K 0.01% 287
2023
Q4 		– Sell
-2,092
Closed -$294K – 304
2023
Q3 		$294K Buy
2,092
+7
+0.3% +$996 0.02% 247
2023
Q2 		$279K Sell
2,085
-63
-3% -$8.13K 0.02% 254
2023
Q1 		$282K Buy
2,148
+17
+0.8% +$2.27K 0.02% 254
2022
Q4 		$300K Buy
2,131
+112
+6% +$15.4K 0.03% 241
2022
Q3 		$240K Hold
2,019
– – 0.02% 255
2022
Q2 		$285K Buy
+2,019
New +$273K 0.03% 250
2022
Q1 		– Sell
-2,204
Closed -$295K – 295
2021
Q4 		$295K Sell
2,204
-101
-4% -$12.7K 0.02% 241
2021
Q3 		$306K Sell
2,305
-314
-12% -$42K 0.03% 239
2021
Q2 		$367K Sell
2,619
-26
-1% -$3.56K 0.03% 222
2021
Q1 		$337K Buy
2,645
+104
+4% +$12.4K 0.03% 230
2020
Q4 		$306K Buy
+2,541
New +$294K 0.04% 214
2020
Q1 		– Sell
-3,315
Closed -$425K – 150
2019
Q4 		$425K Sell
3,315
-81
-2% -$10.5K 0.1% 118
2019
Q3 		$472K Sell
3,396
-409
-11% -$55.2K 0.12% 110
2019
Q2 		$502K Sell
3,805
-77
-2% -$10.1K 0.14% 105
2019
Q1 		$524K Sell
3,882
-103
-3% -$13.1K 0.15% 102
2018
Q4 		$433K Sell
3,985
-2,236
-36% -$268K 0.14% 105
2018
Q3 		$899K Buy
6,221
+83
+1% +$11.6K 0.27% 73
2018
Q2 		$820K Buy
6,138
+579
+10% +$80.8K 0.26% 75
2018
Q1 		$815K Buy
5,559
+230
+4% +$34.8K 0.27% 73
2017
Q4 		$782K Buy
5,329
+583
+12% +$84.8K 0.27% 74
2017
Q3 		$658K Buy
4,746
+173
+4% +$24.1K 0.25% 76
2017
Q2 		$673K Buy
4,573
+273
+6% +$41.2K 0.3% 65
2017
Q1 		$716K Buy
4,300
+2
+0% +$335 0.33% 66
2016
Q4 		$682K Buy
4,298
+1
+0% +$152 0.34% 66
2016
Q3 		$653K Sell
4,297
-144
-3% -$21.9K 0.34% 67
2016
Q2 		$644K Buy
4,441
+1
+0% +$143 0.34% 65
2016
Q1 		$643K Sell
4,440
-44
-1% -$5.62K 0.36% 70
2015
Q4 		$590K Buy
4,484
+623
+16% +$83.7K 0.34% 66
2015
Q3 		$535K Sell
3,861
-808
-17% -$119K 0.33% 64
2015
Q2 		$726K Buy
4,669
+477
+11% +$76.7K 0.39% 68
2015
Q1 		$643K Buy
4,192
+1
+0% +$152 0.41% 61
2014
Q4 		$643K Buy
4,191
+3,030
+261% +$482K 0.5% 52
2014
Q3 		$211K Sell
1,161
-622
-35% -$113K 0.2% 89
2014
Q2 		$309K Hold
1,783
– – 0.33% 62
2014
Q1 		$328K Sell
1,783
-754
-30% -$133K 0.36% 65
2013
Q4 		$455K Sell
2,537
-513
-17% -$88.5K 0.44% 62
2013
Q3 		$540K Buy
3,050
+511
+20% +$92.9K 0.64% 38
2013
Q2 		$464K Buy
+2,539
New +$494K 0.7% 36

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

McKinley Carter Wealth Services's IBM Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its IBM (IBM) stake by 7.7% in Q1 2026, selling an estimated $50.6K and leaving 2,238 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #213.

McKinley Carter Wealth Services first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. The position peaked at $899K in Q3 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • McKinley Carter Wealth Services held 2,238 shares of IBM worth $543K as of Q1 2026.
  • McKinley Carter Wealth Services sold 187 IBM shares in Q1 2026, an estimated $50.6K.
  • IBM made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #213 holding.
  • McKinley Carter Wealth Services first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
  • McKinley Carter Wealth Services's IBM position peaked at $899K in Q3 2018.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.