Morris Financial Concepts’s IBM IBM Stock Holding History

Morris Financial Concepts’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	$699K	Buy	2,886 +4	+0.1%	+$1.08K	0.24%	57
2025 Q4	$854K	Hold	2,882	–	–	0.3%	49
2025 Q3	$813K	Hold	2,882	–	–	0.29%	49
2025 Q2	$850K	Sell	2,882 -3	-0.1%	-$773	0.34%	48
2025 Q1	$717K	Sell	2,885 -5	-0.2%	-$1.22K	0.3%	55
2024 Q4	$635K	Buy	2,890 +5	+0.2%	+$1.11K	0.27%	54
2024 Q3	$638K	Hold	2,885	–	–	0.27%	52
2024 Q2	$499K	Hold	2,885	–	–	0.24%	56
2024 Q1	$551K	Buy	2,885 +13	+0.5%	+$2.37K	0.28%	51
2023 Q4	$470K	Hold	2,872	–	–	0.27%	53
2023 Q3	$403K	Sell	2,872 -239	-8%	-$34K	0.27%	53
2023 Q2	$416K	Hold	3,111	–	–	0.27%	53
2023 Q1	$408K	Hold	3,111	–	–	0.29%	51
2022 Q4	$438K	Hold	3,111	–	–	0.35%	48
2022 Q3	$370K	Hold	3,111	–	–	0.38%	41
2022 Q2	$439K	Sell	3,111 -2	-0.1%	-$270	0.42%	39
2022 Q1	$405K	Sell	3,113 -3	-0.1%	-$391	0.34%	44
2021 Q4	$416K	Buy	+3,116	New	+$391K	0.35%	40

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morris Financial Concepts's IBM Position: Q1 2026 in Review

Morris Financial Concepts increased its IBM (IBM) stake by 0.14% in Q1 2026, buying an estimated $1.08K and bringing the position to 2,886 shares worth $699K. The position accounts for 0.24% of the portfolio, ranked #57.

Morris Financial Concepts first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $854K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Morris Financial Concepts held 2,886 shares of IBM worth $699K as of Q1 2026.
Morris Financial Concepts bought 4 IBM shares in Q1 2026, an estimated $1.08K.
IBM made up 0.24% of Morris Financial Concepts's portfolio in Q1 2026, its #57 holding.
Morris Financial Concepts first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Morris Financial Concepts's IBM position peaked at $854K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.