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Mission Wealth Management’s IBM IBM Stock Holding History

Mission 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 		$4.39M Sell
18,100
-1,835
-9% -$497K 0.09% 121
2025
Q4 		$5.91M Buy
19,935
+1,092
+6% +$327K 0.12% 97
2025
Q3 		$5.32M Buy
18,843
+856
+5% +$224K 0.11% 111
2025
Q2 		$5.3M Buy
17,987
+370
+2% +$95.3K 0.11% 110
2025
Q1 		$4.38M Buy
17,617
+1,748
+11% +$428K 0.11% 112
2024
Q4 		$3.49M Sell
15,869
-6,276
-28% -$1.4M 0.08% 126
2024
Q3 		$4.9M Buy
22,145
+262
+1% +$51.4K 0.12% 94
2024
Q2 		$3.78M Buy
21,883
+484
+2% +$84.1K 0.1% 113
2024
Q1 		$4.09M Buy
21,399
+1,859
+10% +$339K 0.11% 116
2023
Q4 		$3.2M Buy
19,540
+959
+5% +$145K 0.1% 105
2023
Q3 		$2.61M Buy
18,581
+8,061
+77% +$1.15M 0.1% 110
2023
Q2 		$1.41M Buy
10,520
+19
+0.2% +$2.45K 0.05% 174
2023
Q1 		$1.38M Sell
10,501
-243
-2% -$32.5K 0.06% 179
2022
Q4 		$1.51M Buy
10,744
+581
+6% +$80.1K 0.07% 148
2022
Q3 		$1.21M Sell
10,163
-2,018
-17% -$265K 0.06% 162
2022
Q2 		$1.72M Buy
12,181
+591
+5% +$79.8K 0.09% 123
2022
Q1 		$1.51M Buy
11,590
+1,103
+11% +$144K 0.07% 138
2021
Q4 		$1.4M Sell
10,487
-301
-3% -$37.8K 0.06% 150
2021
Q3 		$1.43M Buy
10,788
+789
+8% +$105K 0.07% 136
2021
Q2 		$1.4M Sell
9,999
-648
-6% -$88.6K 0.07% 133
2021
Q1 		$1.36M Buy
10,647
+1,012
+11% +$121K 0.08% 119
2020
Q4 		$1.16M Buy
9,635
+1,882
+24% +$218K 0.07% 126
2020
Q3 		$902K Buy
7,753
+167
+2% +$19.7K 0.07% 137
2020
Q2 		$876K Sell
7,586
-1,100
-13% -$128K 0.08% 122
2020
Q1 		$921K Buy
8,686
+980
+13% +$124K 0.1% 103
2019
Q4 		$987K Sell
7,706
-240
-3% -$31.2K 0.09% 112
2019
Q3 		$1.1M Buy
7,946
+103
+1% +$13.9K 0.12% 94
2019
Q2 		$1.03M Sell
7,843
-1,156
-13% -$152K 0.12% 93
2019
Q1 		$1.21M Buy
8,999
+2,046
+29% +$261K 0.14% 85
2018
Q4 		$756K Sell
6,953
-316
-4% -$37.9K 0.1% 105
2018
Q3 		$1.05M Sell
7,269
-3,846
-35% -$537K 0.14% 89
2018
Q2 		$1.49M Buy
11,115
+3,336
+43% +$465K 0.22% 59
2018
Q1 		$1.14M Buy
7,779
+35
+0.5% +$5.29K 0.18% 65
2017
Q4 		$1.14M Sell
7,744
-124
-2% -$18K 0.19% 58
2017
Q3 		$1.09M Sell
7,868
-839
-10% -$117K 0.2% 59
2017
Q2 		$1.28M Buy
8,707
+413
+5% +$62.3K 0.24% 52
2017
Q1 		$1.38M Buy
8,294
+18
+0.2% +$3.02K 0.27% 43
2016
Q4 		$1.31M Buy
8,276
+9
+0.1% +$1.37K 0.26% 43
2016
Q3 		$1.25M Buy
8,267
+212
+3% +$32.2K 0.3% 38
2016
Q2 		$1.17M Sell
8,055
-32
-0.4% -$4.58K 0.31% 36
2016
Q1 		$1.17M Sell
8,087
-525
-6% -$67.1K 0.32% 37
2015
Q4 		$1.13M Buy
8,612
+2,356
+38% +$317K 0.32% 35
2015
Q3 		$867K Sell
6,256
-343
-5% -$50.6K 0.26% 40
2015
Q2 		$1.01M Buy
+6,599
New +$1.06M 0.35% 37

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

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

Mission Wealth Management reduced its IBM (IBM) stake by 9.2% in Q1 2026, selling an estimated $497K and leaving 18,100 shares worth $4.39M. The position accounts for 0.09% of the portfolio, ranked #121.

Mission Wealth Management first reported a position in IBM in Q2 2015 and has held it in 44 quarters since. The position peaked at $5.91M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mission Wealth Management held 18,100 shares of IBM worth $4.39M as of Q1 2026.
  • Mission Wealth Management sold 1,835 IBM shares in Q1 2026, an estimated $497K.
  • IBM made up 0.09% of Mission Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Mission Wealth Management first reported a position in IBM in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's IBM position peaked at $5.91M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.