MWM
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Modern Wealth Management’s IBM IBM Stock Holding History

Modern 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 		$5.63M Buy
23,176
+3,545
+18% +$959K 0.1% 189
2025
Q4 		$5.81M Buy
19,631
+586
+3% +$176K 0.11% 172
2025
Q3 		$5.37M Buy
19,045
+349
+2% +$91.4K 0.11% 179
2025
Q2 		$5.51M Buy
18,696
+1,219
+7% +$314K 0.14% 156
2025
Q1 		$4.35M Buy
17,477
+2,640
+18% +$646K 0.14% 139
2024
Q4 		$3.26M Buy
14,837
+5,297
+56% +$1.18M 0.12% 145
2024
Q3 		$2.11M Buy
9,540
+757
+9% +$148K 0.13% 107
2024
Q2 		$1.52M Sell
8,783
-246
-3% -$42.7K 0.11% 107
2024
Q1 		$1.72M Buy
9,029
+5,536
+158% +$1.01M 0.16% 83
2023
Q4 		$571K Buy
+3,493
New +$528K 0.07% 86

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

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

Modern Wealth Management increased its IBM (IBM) stake by 18% in Q1 2026, buying an estimated $959K and bringing the position to 23,176 shares worth $5.63M. The position accounts for 0.1% of the portfolio, ranked #189.

Modern Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.81M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Modern Wealth Management held 23,176 shares of IBM worth $5.63M as of Q1 2026.
  • Modern Wealth Management bought 3,545 IBM shares in Q1 2026, an estimated $959K.
  • IBM made up 0.1% of Modern Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Modern Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's IBM position peaked at $5.81M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.