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Parkwoods Wealth Partners’s IBM IBM Stock Holding History

Parkwoods Wealth 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 		$385K Buy
1,588
+394
+33% +$107K 0.09% 72
2025
Q4 		$354K Buy
1,194
+24
+2% +$7.19K 0.1% 72
2025
Q3 		$330K Sell
1,170
-25
-2% -$6.54K 0.11% 64
2025
Q2 		$352K Buy
+1,195
New +$308K 0.2% 45

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

Parkwoods Wealth Partners's IBM Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its IBM (IBM) stake by 33% in Q1 2026, buying an estimated $107K and bringing the position to 1,588 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #72.

Parkwoods Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Parkwoods Wealth Partners held 1,588 shares of IBM worth $385K as of Q1 2026.
  • Parkwoods Wealth Partners bought 394 IBM shares in Q1 2026, an estimated $107K.
  • IBM made up 0.09% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #72 holding.
  • Parkwoods Wealth Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.