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Opes Wealth Management’s IBM IBM Stock Holding History

Opes 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 		$209K Buy
862
+82
+11% +$22.2K 0.03% 141
2025
Q4 		$231K Sell
780
-209
-21% -$62.6K 0.04% 140
2025
Q3 		$279K Sell
989
-395
-29% -$103K 0.05% 123
2025
Q2 		$408K Buy
1,384
+400
+41% +$103K 0.07% 103
2025
Q1 		$245K Buy
984
+50
+5% +$12.2K 0.05% 133
2024
Q4 		$205K Hold
934
– – 0.04% 136
2024
Q3 		$206K Buy
+934
New +$183K 0.04% 134
2022
Q1 		– Sell
-2,068
Closed -$276K – 108
2021
Q4 		$276K Buy
+2,068
New +$259K 0.09% 91

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

Opes Wealth Management's IBM Position: Q1 2026 in Review

Opes Wealth Management increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $22.2K and bringing the position to 862 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #141.

Opes Wealth Management first reported a position in IBM in Q4 2021 and has held it in 8 quarters since. The position peaked at $408K in Q2 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Opes Wealth Management held 862 shares of IBM worth $209K as of Q1 2026.
  • Opes Wealth Management bought 82 IBM shares in Q1 2026, an estimated $22.2K.
  • IBM made up 0.03% of Opes Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Opes Wealth Management first reported a position in IBM in Q4 2021 and has held it in 8 quarters since.
  • Opes Wealth Management's IBM position peaked at $408K in Q2 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.