Parr McKnight Wealth Management Group’s IBM IBM Stock Holding History

Parr McKnight Wealth Management 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
2026 Q1	$891K	Sell	3,675 -10,337	-74%	-$2.8M	0.12%	158
2025 Q4	$4.15M	Buy	14,012 +1,076	+8%	+$322K	0.54%	59
2025 Q3	$3.65M	Buy	12,936 +293	+2%	+$76.7K	0.48%	67
2025 Q2	$3.73M	Buy	12,643 +9,520	+305%	+$2.45M	0.51%	64
2025 Q1	$776K	Sell	3,123 -86	-3%	-$21K	0.11%	171
2024 Q4	$705K	Buy	+3,209	New	+$715K	0.1%	168

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

Parr McKnight Wealth Management Group's IBM Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its IBM (IBM) stake by 74% in Q1 2026, selling an estimated $2.8M and leaving 3,675 shares worth $891K. The position accounts for 0.12% of the portfolio, ranked #158.

Parr McKnight Wealth Management Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.15M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Parr McKnight Wealth Management Group held 3,675 shares of IBM worth $891K as of Q1 2026.
Parr McKnight Wealth Management Group sold 10,337 IBM shares in Q1 2026, an estimated $2.8M.
IBM made up 0.12% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #158 holding.
Parr McKnight Wealth Management Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's IBM position peaked at $4.15M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.