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NWF Advisory Services’s IBM IBM Stock Holding History

NWF Advisory Services’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 		$542K Sell
2,235
-354
-14% -$95.8K 0.06% 199
2025
Q4 		$767K Sell
2,589
-34
-1% -$10.2K 0.08% 153
2025
Q3 		$740K Sell
2,623
-337
-11% -$88.2K 0.08% 165
2025
Q2 		$872K Sell
2,960
-14
-0.5% -$3.61K 0.1% 142
2025
Q1 		$739K Buy
2,974
+720
+32% +$176K 0.1% 132
2024
Q4 		$495K Buy
2,254
+465
+26% +$104K 0.07% 142
2024
Q3 		$395K Sell
1,789
-74
-4% -$14.5K 0.06% 202
2024
Q2 		$322K Buy
1,863
+236
+15% +$41K 0.05% 211
2024
Q1 		$311K Sell
1,627
-6
-0.4% -$1.09K 0.05% 220
2023
Q4 		$267K Buy
1,633
+75
+5% +$11.3K 0.05% 225
2023
Q3 		$219K Buy
1,558
+39
+3% +$5.55K 0.05% 224
2023
Q2 		$203K Hold
1,519
– – 0.05% 236
2023
Q1 		$203K Buy
+1,519
New +$203K 0.05% 235

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

NWF Advisory Services's IBM Position: Q1 2026 in Review

NWF Advisory Services reduced its IBM (IBM) stake by 14% in Q1 2026, selling an estimated $95.8K and leaving 2,235 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #199.

NWF Advisory Services first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $872K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • NWF Advisory Services held 2,235 shares of IBM worth $542K as of Q1 2026.
  • NWF Advisory Services sold 354 IBM shares in Q1 2026, an estimated $95.8K.
  • IBM made up 0.06% of NWF Advisory Services's portfolio in Q1 2026, its #199 holding.
  • NWF Advisory Services first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's IBM position peaked at $872K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.