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Paladin Advisory Group’s IBM IBM Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-348
Closed -$49K – 360
2022
Q4 		$49K Hold
348
– – 0.04% 155
2022
Q3 		$41K Hold
348
– – 0.04% 162
2022
Q2 		$49K Buy
+348
New +$47K 0.04% 160
2022
Q1 		– Sell
-348
Closed -$46K – 371
2021
Q4 		$46K Buy
+348
New +$43.6K 0.04% 178

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

Paladin Advisory Group's IBM Position: Q1 2026 in Review

Paladin Advisory Group increased its IBM (IBM) stake by 237% in Q1 2026, buying an estimated $223K and bringing the position to 1,174 shares worth $285K. The position accounts for 0.22% of the portfolio, ranked #65.

Paladin Advisory Group first reported a position in IBM in Q1 2022 and has held it in 14 quarters since. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Paladin Advisory Group held 1,174 shares of IBM worth $285K as of Q1 2026.
  • Paladin Advisory Group bought 826 IBM shares in Q1 2026, an estimated $223K.
  • IBM made up 0.22% of Paladin Advisory Group's portfolio in Q1 2026, its #65 holding.
  • Paladin Advisory Group first reported a position in IBM in Q1 2022 and has held it in 14 quarters since.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.