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Melfa Wealth Management’s IBM IBM Stock Holding History

Melfa Wealth Management’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 		$321K Buy
1,325
+50
+4% +$13.5K 0.18% 112
2025
Q4 		$378K Hold
1,275
– – 0.22% 107
2025
Q3 		$360K Hold
1,275
– – 0.21% 113
2025
Q2 		$376K Hold
1,275
– – 0.24% 103
2025
Q1 		$317K Hold
1,275
– – 0.21% 112
2024
Q4 		$280K Hold
1,275
– – 0.19% 129
2024
Q3 		$282K Sell
1,275
-150
-11% -$29.4K 0.19% 127
2024
Q2 		$246K Buy
1,425
+125
+10% +$21.7K 0.17% 133
2024
Q1 		$248K Buy
+1,300
New +$237K 0.18% 129

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

Melfa Wealth Management's IBM Position: Q1 2026 in Review

Melfa Wealth Management increased its IBM (IBM) stake by 3.9% in Q1 2026, buying an estimated $13.5K and bringing the position to 1,325 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #112.

Melfa Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $378K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Melfa Wealth Management held 1,325 shares of IBM worth $321K as of Q1 2026.
  • Melfa Wealth Management bought 50 IBM shares in Q1 2026, an estimated $13.5K.
  • IBM made up 0.18% of Melfa Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Melfa Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Melfa Wealth Management's IBM position peaked at $378K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.