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Outlook Wealth Advisors’s IBM IBM Stock Holding History

Outlook Wealth 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 		$269K Hold
1,111
– – 0.07% 270
2025
Q4 		$329K Buy
1,111
+189
+20% +$56.6K 0.07% 225
2025
Q3 		$260K Buy
922
+55
+6% +$14.4K 0.06% 262
2025
Q2 		$256K Buy
867
+16
+2% +$4.12K 0.07% 245
2025
Q1 		$212K Buy
+851
New +$208K 0.06% 255
2019
Q1 		– Sell
-184
Closed -$200K – 158
2018
Q4 		$200K Buy
+184
New +$22.1K 0.09% 168

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

Outlook Wealth Advisors's IBM Position: Q1 2026 in Review

Outlook Wealth Advisors held its IBM (IBM) position steady in Q1 2026 at 1,111 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #270.

Outlook Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 6 quarters since. The position peaked at $329K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Outlook Wealth Advisors held 1,111 shares of IBM worth $269K as of Q1 2026.
  • Outlook Wealth Advisors left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #270 holding.
  • Outlook Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 6 quarters since.
  • Outlook Wealth Advisors's IBM position peaked at $329K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.