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North Berkeley Wealth Management’s IBM IBM Stock Holding History

North Berkeley Wealth Management’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 		$243K Buy
1,001
+322
+47% +$87.1K 0.13% 69
2025
Q4 		$201K Buy
+679
New +$203K 0.12% 74

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

North Berkeley Wealth Management's IBM Position: Q1 2026 in Review

North Berkeley Wealth Management increased its IBM (IBM) stake by 47% in Q1 2026, buying an estimated $87.1K and bringing the position to 1,001 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #69.

North Berkeley Wealth Management first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • North Berkeley Wealth Management held 1,001 shares of IBM worth $243K as of Q1 2026.
  • North Berkeley Wealth Management bought 322 IBM shares in Q1 2026, an estimated $87.1K.
  • IBM made up 0.13% of North Berkeley Wealth Management's portfolio in Q1 2026, its #69 holding.
  • North Berkeley Wealth Management first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.