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Moran Wealth Management’s IBM IBM Stock Holding History

Moran 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 		$4.77M Buy
19,672
+118
+0.6% +$31.9K 0.15% 203
2025
Q4 		$5.79M Sell
19,554
-412
-2% -$123K 0.18% 170
2025
Q3 		$5.63M Sell
19,966
-631
-3% -$165K 0.17% 161
2025
Q2 		$6.07M Buy
20,597
+1,096
+6% +$282K 0.19% 152
2025
Q1 		$4.85M Buy
19,501
+550
+3% +$135K 0.16% 178
2024
Q4 		$4.17M Buy
18,951
+504
+3% +$112K 0.13% 186
2024
Q3 		$4.08M Buy
18,447
+251
+1% +$49.2K 0.13% 194
2024
Q2 		$3.15M Buy
18,196
+569
+3% +$98.9K 0.1% 214
2024
Q1 		$3.37M Buy
+17,627
New +$3.22M 0.11% 211

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

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

Moran Wealth Management increased its IBM (IBM) stake by 0.6% in Q1 2026, buying an estimated $31.9K and bringing the position to 19,672 shares worth $4.77M. The position accounts for 0.15% of the portfolio, ranked #203.

Moran Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.07M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Moran Wealth Management held 19,672 shares of IBM worth $4.77M as of Q1 2026.
  • Moran Wealth Management bought 118 IBM shares in Q1 2026, an estimated $31.9K.
  • IBM made up 0.15% of Moran Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Moran Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Moran Wealth Management's IBM position peaked at $6.07M in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.