Mosaic Family Wealth Partners’s IBM IBM Stock Holding History

Mosaic Family Wealth Partners’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	$1.67M	Buy	6,893 +68	+1%	+$18.4K	0.17%	81
2025 Q4	$2.02M	Buy	6,825 +1	+0%	+$299	0.22%	57
2025 Q3	$1.91M	Buy	6,824 +5,373	+370%	+$1.41M	0.22%	52
2025 Q2	$428K	Sell	1,451 -603	-29%	-$155K	0.05%	144
2025 Q1	$511K	Buy	2,054 +537	+35%	+$131K	0.07%	130
2024 Q4	$334K	Buy	1,517 +6	+0.4%	+$1.34K	0.05%	157
2024 Q3	$334K	Buy	1,511 +1	+0.1%	+$196	0.05%	154
2024 Q2	$261K	Sell	1,510 -49	-3%	-$8.51K	0.04%	167
2024 Q1	$298K	Sell	1,559 -52	-3%	-$9.49K	0.05%	166
2023 Q4	$263K	Sell	1,611 -134	-8%	-$20.2K	0.05%	161
2023 Q3	$245K	Buy	1,745 +3	+0.2%	+$427	0.05%	160
2023 Q2	$233K	Buy	1,742 +3	+0.2%	+$387	0.05%	164
2023 Q1	$228K	Buy	1,739 +3	+0.2%	+$401	0.05%	167
2022 Q4	$245K	Buy	+1,736	New	+$239K	0.07%	156

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

Mosaic Family Wealth Partners's IBM Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its IBM (IBM) stake by 1% in Q1 2026, buying an estimated $18.4K and bringing the position to 6,893 shares worth $1.67M. The position accounts for 0.17% of the portfolio, ranked #81.

Mosaic Family Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Mosaic Family Wealth Partners held 6,893 shares of IBM worth $1.67M as of Q1 2026.
Mosaic Family Wealth Partners bought 68 IBM shares in Q1 2026, an estimated $18.4K.
IBM made up 0.17% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #81 holding.
Mosaic Family Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's IBM position peaked at $2.02M in Q4 2025.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.