MWM
IBM icon

Mindset Wealth Management’s IBM IBM Stock Holding History

Mindset 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 		$717K Sell
2,959
-60
-2% -$16.2K 0.19% 65
2025
Q4 		$894K Buy
3,019
+303
+11% +$90.7K 0.23% 46
2025
Q3 		$766K Sell
2,716
-22
-0.8% -$5.76K 0.21% 49
2025
Q2 		$807K Buy
2,738
+245
+10% +$63.1K 0.26% 37
2025
Q1 		$620K Buy
2,493
+378
+18% +$92.5K 0.24% 54
2024
Q4 		$465K Buy
2,115
+15
+0.7% +$3.34K 0.17% 65
2024
Q3 		$464K Buy
+2,100
New +$412K 0.19% 62

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

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

Mindset Wealth Management reduced its IBM (IBM) stake by 2% in Q1 2026, selling an estimated $16.2K and leaving 2,959 shares worth $717K. The position accounts for 0.19% of the portfolio, ranked #65.

Mindset Wealth Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $894K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mindset Wealth Management held 2,959 shares of IBM worth $717K as of Q1 2026.
  • Mindset Wealth Management sold 60 IBM shares in Q1 2026, an estimated $16.2K.
  • IBM made up 0.19% of Mindset Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Mindset Wealth Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's IBM position peaked at $894K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.