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Naviter Wealth’s IBM IBM Stock Holding History

Naviter Wealth’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 		$2.05M Buy
8,445
+246
+3% +$66.6K 0.26% 93
2025
Q4 		$2.43M Sell
8,199
-1,685
-17% -$505K 0.32% 76
2025
Q3 		$2.79M Buy
9,884
+145
+1% +$38K 0.32% 77
2025
Q2 		$2.87M Sell
9,739
-859
-8% -$221K 0.35% 72
2025
Q1 		$2.59M Buy
10,598
+69
+0.7% +$16.9K 0.31% 80
2024
Q4 		$2.31M Buy
10,529
+552
+6% +$123K 0.28% 94
2024
Q3 		$2.21M Sell
9,977
-149
-1% -$29.2K 0.31% 89
2024
Q2 		$1.75M Buy
10,126
+1,277
+14% +$222K 0.26% 113
2024
Q1 		$1.69M Buy
8,849
+975
+12% +$178K 0.28% 105
2023
Q4 		$1.29M Buy
7,874
+1,321
+20% +$200K 0.26% 104
2023
Q3 		$919K Buy
6,553
+274
+4% +$39K 0.22% 112
2023
Q2 		$840K Buy
6,279
+1,410
+29% +$182K 0.21% 123
2023
Q1 		$638K Buy
4,869
+739
+18% +$98.9K 0.22% 126
2022
Q4 		$584K Buy
4,130
+635
+18% +$87.6K 0.16% 139
2022
Q3 		$415K Buy
3,495
+416
+14% +$54.6K 0.17% 140
2022
Q2 		$435K Buy
+3,079
New +$416K 0.18% 131

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

Naviter Wealth's IBM Position: Q1 2026 in Review

Naviter Wealth increased its IBM (IBM) stake by 3% in Q1 2026, buying an estimated $66.6K and bringing the position to 8,445 shares worth $2.05M. The position accounts for 0.26% of the portfolio, ranked #93.

Naviter Wealth first reported a position in IBM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.87M in Q2 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Naviter Wealth held 8,445 shares of IBM worth $2.05M as of Q1 2026.
  • Naviter Wealth bought 246 IBM shares in Q1 2026, an estimated $66.6K.
  • IBM made up 0.26% of Naviter Wealth's portfolio in Q1 2026, its #93 holding.
  • Naviter Wealth first reported a position in IBM in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's IBM position peaked at $2.87M in Q2 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.