MWM
IBM icon

Mittelman Wealth Management’s IBM IBM Stock Holding History

Mittelman 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 		$295K Sell
1,216
-302
-20% -$81.7K 0.18% 48
2025
Q4 		$450K Buy
+1,518
New +$455K 0.29% 36
2025
Q2 		– Sell
-840
Closed -$209K – 40
2025
Q1 		$209K Sell
840
-265
-24% -$64.8K 0.19% 32
2024
Q4 		$243K Sell
1,105
-182
-14% -$40.5K 0.23% 30
2024
Q3 		$285K Sell
1,287
-329
-20% -$64.5K 0.16% 26
2024
Q2 		$279K Buy
+1,616
New +$281K 0.18% 64

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

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

Mittelman Wealth Management reduced its IBM (IBM) stake by 20% in Q1 2026, selling an estimated $81.7K and leaving 1,216 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #48.

Mittelman Wealth Management first reported a position in IBM in Q2 2024 and has held it in 6 quarters since. The position peaked at $450K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mittelman Wealth Management held 1,216 shares of IBM worth $295K as of Q1 2026.
  • Mittelman Wealth Management sold 302 IBM shares in Q1 2026, an estimated $81.7K.
  • IBM made up 0.18% of Mittelman Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Mittelman Wealth Management first reported a position in IBM in Q2 2024 and has held it in 6 quarters since.
  • Mittelman Wealth Management's IBM position peaked at $450K in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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