Paragon Financial Partners’s IBM IBM Stock Holding History

Paragon Financial Partners’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	$371K	Hold	1,545	–	–	0.21%	59
2025 Q4	$458K	Hold	1,545	–	–	0.28%	47
2025 Q3	$436K	Hold	1,545	–	–	0.28%	46
2025 Q2	$455K	Hold	1,545	–	–	0.31%	43
2025 Q1	$384K	Hold	1,545	–	–	0.3%	48
2024 Q4	$340K	Sell	1,545 -100	-6%	-$22.3K	0.26%	55
2024 Q3	$364K	Hold	1,645	–	–	0.27%	58
2024 Q2	$285K	Hold	1,645	–	–	0.22%	67
2024 Q1	$314K	Hold	1,645	–	–	0.26%	64
2023 Q4	$269K	Sell	1,645 -67	-4%	-$10.1K	0.26%	65
2023 Q3	$240K	Hold	1,712	–	–	0.25%	70
2023 Q2	$229K	Sell	1,712 -20	-1%	-$2.58K	0.22%	78
2023 Q1	$227K	Hold	1,732	–	–	0.24%	76
2022 Q4	$244K	Hold	1,732	–	–	0.27%	67
2022 Q3	$206K	Hold	1,732	–	–	0.23%	73
2022 Q2	$245K	Hold	1,732	–	–	0.25%	69
2022 Q1	$225K	Hold	1,732	–	–	0.2%	79
2021 Q4	$232K	Buy	+1,732	New	+$217K	0.19%	79

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

Paragon Financial Partners's IBM Position: Q1 2026 in Review

Paragon Financial Partners held its IBM (IBM) position steady in Q1 2026 at 1,545 shares worth $371K. The position accounts for 0.21% of the portfolio, ranked #59.

Paragon Financial Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $458K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Paragon Financial Partners held 1,545 shares of IBM worth $371K as of Q1 2026.
Paragon Financial Partners left its IBM share count unchanged in Q1 2026.
IBM made up 0.21% of Paragon Financial Partners's portfolio in Q1 2026, its #59 holding.
Paragon Financial Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Paragon Financial Partners's IBM position peaked at $458K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.