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Palumbo Wealth Management’s IBM IBM Stock Holding History

Palumbo 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 		$2.46M Sell
10,132
-287
-3% -$77.7K 0.6% 38
2025
Q4 		$3.09M Sell
10,419
-104
-1% -$31.1K 0.76% 33
2025
Q3 		$2.87M Buy
10,523
+82
+0.8% +$21.5K 0.92% 29
2025
Q2 		$3.08M Buy
10,441
+5
+0% +$1.29K 0.95% 26
2025
Q1 		$2.6M Buy
10,436
+1,320
+14% +$323K 0.87% 32
2024
Q4 		$2M Buy
9,116
+53
+0.6% +$11.8K 0.75% 34
2024
Q3 		$2M Buy
9,063
+82
+0.9% +$16.1K 0.78% 35
2024
Q2 		$1.55M Buy
8,981
+1,301
+17% +$226K 0.66% 43
2024
Q1 		$1.47M Buy
7,680
+2,461
+47% +$449K 0.66% 42
2023
Q4 		$854K Buy
5,219
+37
+0.7% +$5.59K 0.44% 56
2023
Q3 		$727K Buy
5,182
+46
+0.9% +$6.54K 0.4% 54
2023
Q2 		$687K Buy
5,136
+49
+1% +$6.32K 0.42% 46
2023
Q1 		$667K Buy
5,087
+851
+20% +$114K 0.44% 50
2022
Q4 		$597K Buy
4,236
+31
+0.7% +$4.28K 0.47% 48
2022
Q3 		$500K Sell
4,205
-149
-3% -$19.6K 0.42% 50
2022
Q2 		$615K Buy
4,354
+47
+1% +$6.34K 0.49% 47
2022
Q1 		$560K Buy
4,307
+53
+1% +$6.91K 0.36% 58
2021
Q4 		$569K Sell
4,254
-139
-3% -$17.4K 0.36% 60
2021
Q3 		$583K Buy
4,393
+49
+1% +$6.55K 0.38% 59
2021
Q2 		$609K Buy
4,344
+46
+1% +$6.29K 0.41% 60
2021
Q1 		$548K Buy
4,298
+240
+6% +$28.7K 0.41% 63
2020
Q4 		$488K Buy
+4,058
New +$469K 0.39% 59

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

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

Palumbo Wealth Management reduced its IBM (IBM) stake by 2.8% in Q1 2026, selling an estimated $77.7K and leaving 10,132 shares worth $2.46M. The position accounts for 0.6% of the portfolio, ranked #38.

Palumbo Wealth Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.09M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Palumbo Wealth Management held 10,132 shares of IBM worth $2.46M as of Q1 2026.
  • Palumbo Wealth Management sold 287 IBM shares in Q1 2026, an estimated $77.7K.
  • IBM made up 0.6% of Palumbo Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Palumbo Wealth Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's IBM position peaked at $3.09M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.