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Moss Adams Wealth Advisors’s IBM IBM Stock Holding History

Moss Adams Wealth Advisors’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 		$1.81M Buy
7,464
+143
+2% +$38.7K 0.13% 53
2025
Q4 		$2.17M Buy
7,321
+130
+2% +$38.9K 0.16% 46
2025
Q3 		$2.03M Sell
7,191
-369
-5% -$96.6K 0.16% 46
2025
Q2 		$2.23M Buy
7,560
+162
+2% +$41.7K 0.2% 45
2025
Q1 		$1.84M Buy
7,398
+592
+9% +$145K 0.19% 43
2024
Q4 		$1.5M Sell
6,806
-434
-6% -$96.7K 0.16% 44
2024
Q3 		$1.6M Buy
7,240
+445
+7% +$87.3K 0.18% 41
2024
Q2 		$1.18M Buy
6,795
+127
+2% +$22.1K 0.16% 44
2024
Q1 		$1.27M Buy
6,668
+908
+16% +$166K 0.2% 41
2023
Q4 		$942K Buy
5,760
+569
+11% +$86K 0.2% 35
2023
Q3 		$728K Buy
5,191
+35
+0.7% +$4.98K 0.25% 31
2023
Q2 		$690K Buy
5,156
+32
+0.6% +$4.13K 0.23% 37
2023
Q1 		$672K Buy
5,124
+3,637
+245% +$487K 0.23% 37
2022
Q4 		$210K Buy
+1,487
New +$205K 0.1% 97

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

Moss Adams Wealth Advisors's IBM Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its IBM (IBM) stake by 2% in Q1 2026, buying an estimated $38.7K and bringing the position to 7,464 shares worth $1.81M. The position accounts for 0.13% of the portfolio, ranked #53.

Moss Adams Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.23M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Moss Adams Wealth Advisors held 7,464 shares of IBM worth $1.81M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 143 IBM shares in Q1 2026, an estimated $38.7K.
  • IBM made up 0.13% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Moss Adams Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Moss Adams Wealth Advisors's IBM position peaked at $2.23M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.