Navis Wealth Advisors’s IBM IBM Stock Holding History

Navis 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	$844K	Hold	3,483	–	–	0.43%	65
2025 Q4	$1.03M	Buy	3,483 +36	+1%	+$10.8K	0.44%	51
2025 Q3	$973K	Buy	3,447 +456	+15%	+$119K	0.73%	26
2025 Q2	$882K	Hold	2,991	–	–	0.74%	27
2025 Q1	$744K	Hold	2,991	–	–	0.73%	30
2024 Q4	$658K	Buy	2,991 +37	+1%	+$8.24K	0.72%	32
2024 Q3	$653K	Sell	2,954 -40	-1%	-$7.84K	0.71%	36
2024 Q2	$518K	Sell	2,994 -6	-0.2%	-$1.04K	0.59%	41
2024 Q1	$573K	Buy	3,000 +49	+2%	+$8.94K	0.69%	37
2023 Q4	$483K	Sell	2,951 -40	-1%	-$6.04K	0.63%	37
2023 Q3	$420K	Hold	2,991	–	–	0.61%	38
2023 Q2	$400K	Hold	2,991	–	–	0.37%	42
2023 Q1	$392K	Buy	2,991 +40	+1%	+$5.35K	0.43%	42
2022 Q4	$416K	Hold	2,951	–	–	0.59%	35
2022 Q3	$351K	Hold	2,951	–	–	0.54%	39
2022 Q2	$417K	Hold	2,951	–	–	0.45%	52
2022 Q1	$384K	Sell	2,951 -40	-1%	-$5.22K	0.34%	62
2021 Q4	$400K	Sell	2,991 -138	-4%	-$17.3K	0.34%	59
2021 Q3	$416K	Hold	3,129	–	–	0.29%	75
2021 Q2	$438K	Hold	3,129	–	–	0.37%	57
2021 Q1	$399K	Buy	3,129 +523	+20%	+$62.6K	0.31%	68
2020 Q4	$314K	Buy	+2,606	New	+$301K	0.28%	65

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

Navis Wealth Advisors's IBM Position: Q1 2026 in Review

Navis Wealth Advisors held its IBM (IBM) position steady in Q1 2026 at 3,483 shares worth $844K. The position accounts for 0.43% of the portfolio, ranked #65.

Navis Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.03M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Navis Wealth Advisors held 3,483 shares of IBM worth $844K as of Q1 2026.
Navis Wealth Advisors left its IBM share count unchanged in Q1 2026.
IBM made up 0.43% of Navis Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Navis Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
Navis Wealth Advisors's IBM position peaked at $1.03M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.