Midland Wealth Advisors’s IBM IBM Stock Holding History

Midland 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	$1.63M	Sell	6,726 -299	-4%	-$80.9K	0.08%	51
2025 Q4	$2.08M	Buy	7,025 +86	+1%	+$25.8K	0.11%	40
2025 Q3	$1.96M	Buy	6,939 +514	+8%	+$135K	0.1%	50
2025 Q2	$1.89M	Sell	6,425 -111	-2%	-$28.6K	0.1%	48
2025 Q1	$1.63M	Sell	6,536 -1,229	-16%	-$301K	0.1%	54
2024 Q4	$1.71M	Sell	7,765 -841	-10%	-$187K	0.1%	53
2024 Q3	$1.9M	Sell	8,606 -1,343	-13%	-$263K	0.11%	51
2024 Q2	$1.72M	Sell	9,949 -824	-8%	-$143K	0.1%	52
2024 Q1	$2.06M	Buy	10,773 +2,459	+30%	+$449K	0.13%	44
2023 Q4	$1.36M	Buy	+8,314	New	+$1.26M	0.09%	63

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Midland Wealth Advisors reduced its IBM (IBM) stake by 4.3% in Q1 2026, selling an estimated $80.9K and leaving 6,726 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #51.

Midland Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Midland Wealth Advisors held 6,726 shares of IBM worth $1.63M as of Q1 2026.
Midland Wealth Advisors sold 299 IBM shares in Q1 2026, an estimated $80.9K.
IBM made up 0.08% of Midland Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Midland Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's IBM position peaked at $2.08M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.