Northwest Financial Advisors’s IBM IBM Stock Holding History

Northwest Financial 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	$210K	Buy	865 +1	+0.1%	+$271	0.4%	64
2025 Q4	$256K	Sell	864 -1,167	-57%	-$350K	0.53%	54
2025 Q3	$573K	Buy	2,031 +5	+0.2%	+$1.31K	0.74%	38
2025 Q2	$597K	Sell	2,026 -1,901	-48%	-$490K	0.83%	35
2025 Q1	$977K	Buy	3,927 +361	+10%	+$88.3K	0.81%	31
2024 Q4	$784K	Buy	3,566 +16	+0.5%	+$3.56K	0.65%	41
2024 Q3	$785K	Buy	3,550 +1,270	+56%	+$249K	0.62%	37
2024 Q2	$394K	Buy	2,280 +77	+3%	+$13.4K	0.4%	60
2024 Q1	$421K	Sell	2,203 -56	-2%	-$10.2K	0.46%	55
2023 Q4	$369K	Buy	+2,259	New	+$341K	0.31%	58

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

Northwest Financial Advisors's IBM Position: Q1 2026 in Review

Northwest Financial Advisors increased its IBM (IBM) stake by 0.12% in Q1 2026, buying an estimated $271 and bringing the position to 865 shares worth $210K. The position accounts for 0.4% of the portfolio, ranked #64.

Northwest Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $977K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Northwest Financial Advisors held 865 shares of IBM worth $210K as of Q1 2026.
Northwest Financial Advisors bought 1 IBM share in Q1 2026, an estimated $271.
IBM made up 0.4% of Northwest Financial Advisors's portfolio in Q1 2026, its #64 holding.
Northwest Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's IBM position peaked at $977K in Q1 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.