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MPWM Advisory Solutions’s IBM IBM Stock Holding History

MPWM Advisory Solutions’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 		$172K Buy
709
+1
+0.1% +$271 0.09% 112
2025
Q4 		$210K Sell
708
-449
-39% -$134K 0.12% 87
2025
Q3 		$327K Buy
1,157
+1
+0.1% +$262 0.19% 70
2025
Q2 		$341K Buy
1,156
+1
+0.1% +$258 0.22% 60
2025
Q1 		$287K Sell
1,155
-20
-2% -$4.89K 0.21% 59
2024
Q4 		$258K Buy
+1,175
New +$262K 0.19% 64

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

MPWM Advisory Solutions's IBM Position: Q1 2026 in Review

MPWM Advisory Solutions increased its IBM (IBM) stake by 0.14% in Q1 2026, buying an estimated $271 and bringing the position to 709 shares worth $172K. The position accounts for 0.09% of the portfolio, ranked #112.

MPWM Advisory Solutions first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $341K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MPWM Advisory Solutions held 709 shares of IBM worth $172K as of Q1 2026.
  • MPWM Advisory Solutions bought 1 IBM share in Q1 2026, an estimated $271.
  • IBM made up 0.09% of MPWM Advisory Solutions's portfolio in Q1 2026, its #112 holding.
  • MPWM Advisory Solutions first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's IBM position peaked at $341K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.