Pacific Wealth Management’s IBM IBM Stock Holding History

Pacific 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	–	Sell	-1,068	Closed	-$316K	–	21
2025 Q4	$316K	Hold	1,068	–	–	0.15%	16
2025 Q3	$301K	Hold	1,068	–	–	0.15%	16
2025 Q2	$315K	Buy	+1,068	New	+$275K	0.16%	18

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

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

Pacific Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 1,068 shares — an estimated $316K sold.

Pacific Wealth Management first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $316K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Pacific Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Pacific Wealth Management sold 1,068 IBM shares in Q1 2026, an estimated $316K.
Pacific Wealth Management first reported a position in IBM in Q2 2025 and held it in 3 quarters.
Pacific Wealth Management's IBM position peaked at $316K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.