Nordwand Advisors’s IBM IBM Stock Holding History

Nordwand 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	$1.27M	Hold	5,220	–	–	0.22%	81
2025 Q4	$1.55M	Hold	5,220	–	–	0.27%	74
2025 Q3	$1.47M	Buy	5,220 +176	+3%	+$46.1K	0.23%	81
2025 Q2	$1.49M	Buy	5,044 +3,350	+198%	+$863K	0.23%	74
2025 Q1	$421K	Hold	1,694	–	–	0.16%	22
2024 Q4	$372K	Hold	1,694	–	–	0.15%	19
2024 Q3	$375K	Hold	1,694	–	–	0.1%	18
2024 Q2	$293K	Hold	1,694	–	–	0.13%	24
2024 Q1	$323K	Hold	1,694	–	–	0.13%	40
2023 Q4	$277K	Buy	1,694 +1,300	+330%	+$196K	0.07%	41
2023 Q3	$55.3K	Hold	394	–	–	0.01%	60
2023 Q2	$52.7K	Hold	394	–	–	0.01%	62
2023 Q1	$51.6K	Buy	+394	New	+$52.7K	0.01%	63

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

Nordwand Advisors's IBM Position: Q1 2026 in Review

Nordwand Advisors held its IBM (IBM) position steady in Q1 2026 at 5,220 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #81.

Nordwand Advisors first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Nordwand Advisors held 5,220 shares of IBM worth $1.27M as of Q1 2026.
Nordwand Advisors left its IBM share count unchanged in Q1 2026.
IBM made up 0.22% of Nordwand Advisors's portfolio in Q1 2026, its #81 holding.
Nordwand Advisors first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
Nordwand Advisors's IBM position peaked at $1.55M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Nordwand Advisors's 13F filing for Q1 2026, filed 7 May 2026.