MWA
IBM icon

Medallion Wealth Advisors’s IBM IBM Stock Holding History

Medallion Wealth 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 		$976K Buy
4,029
+435
+12% +$118K 0.32% 76
2025
Q4 		$1.07M Buy
3,594
+77
+2% +$23.1K 0.36% 68
2025
Q3 		$993K Buy
3,517
+5
+0.1% +$1.31K 0.35% 68
2025
Q2 		$1.02M Buy
3,512
+253
+8% +$65.2K 0.4% 64
2025
Q1 		$816K Sell
3,259
-45
-1% -$11K 0.37% 67
2024
Q4 		$730K Buy
+3,304
New +$736K 0.36% 69

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

Medallion Wealth Advisors's IBM Position: Q1 2026 in Review

Medallion Wealth Advisors increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $118K and bringing the position to 4,029 shares worth $976K. The position accounts for 0.32% of the portfolio, ranked #76.

Medallion Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Medallion Wealth Advisors held 4,029 shares of IBM worth $976K as of Q1 2026.
  • Medallion Wealth Advisors bought 435 IBM shares in Q1 2026, an estimated $118K.
  • IBM made up 0.32% of Medallion Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Medallion Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's IBM position peaked at $1.07M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.