Paulson Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $350K | Buy |
1,445
+102
| +8% | +$27.6K | 0.08% | 94 |
|
|
2025
Q4 | $398K | Sell |
1,343
-145
| -10% | -$43.4K | 0.09% | 92 |
|
|
2025
Q3 | $420K | Sell |
1,488
-105
| -7% | -$27.5K | 0.1% | 91 |
|
|
2025
Q2 | $470K | Sell |
1,593
-17
| -1% | -$4.38K | 0.12% | 88 |
|
|
2025
Q1 | $400K | Sell |
1,610
-244
| -13% | -$59.7K | 0.11% | 86 |
|
|
2024
Q4 | $408K | Sell |
1,854
-189
| -9% | -$42.1K | 0.11% | 91 |
|
|
2024
Q3 | $452K | Buy |
2,043
+34
| +2% | +$6.67K | 0.12% | 92 |
|
|
2024
Q2 | $347K | Sell |
2,009
-57
| -3% | -$9.9K | 0.1% | 103 |
|
|
2024
Q1 | $395K | Sell |
2,066
-181
| -8% | -$33K | 0.12% | 94 |
|
|
2023
Q4 | $367K | Hold |
2,247
| – | – | 0.12% | 93 |
|
|
2023
Q3 | $315K | Sell |
2,247
-7
| -0.3% | -$996 | 0.11% | 98 |
|
|
2023
Q2 | $302K | Sell |
2,254
-9
| -0.4% | -$1.16K | 0.1% | 100 |
|
|
2023
Q1 | $297K | Buy |
2,263
+100
| +5% | +$13.4K | 0.13% | 68 |
|
|
2022
Q4 | $305K | Sell |
2,163
-79
| -4% | -$10.9K | 0.15% | 64 |
|
|
2022
Q3 | $266K | Sell |
2,242
-1,291
| -37% | -$169K | 0.14% | 60 |
|
|
2022
Q2 | $499K | Sell |
3,533
-46
| -1% | -$6.21K | 0.26% | 37 |
|
|
2022
Q1 | $465K | Sell |
3,579
-199
| -5% | -$26K | 0.21% | 43 |
|
|
2021
Q4 | $505K | Sell |
3,778
-194
| -5% | -$24.3K | 0.23% | 42 |
|
|
2021
Q3 | $528K | Buy |
3,972
+258
| +7% | +$34.5K | 0.25% | 45 |
|
|
2021
Q2 | $521K | Buy |
3,714
+102
| +3% | +$13.9K | 0.25% | 49 |
|
|
2021
Q1 | $458K | Buy |
3,612
+538
| +18% | +$64.4K | 0.23% | 58 |
|
|
2020
Q4 | $370K | Buy |
3,074
+197
| +7% | +$22.8K | 0.22% | 60 |
|
|
2020
Q3 | $335K | Sell |
2,877
-7
| -0.2% | -$824 | 0.22% | 61 |
|
|
2020
Q2 | $333K | Buy |
2,884
+177
| +7% | +$20.6K | 0.23% | 63 |
|
|
2020
Q1 | $307K | Sell |
2,707
-70
| -3% | -$8.85K | 0.24% | 65 |
|
|
2019
Q4 | $367K | Sell |
2,777
-103
| -4% | -$13.4K | 0.26% | 72 |
|
|
2019
Q3 | $400K | Buy |
2,880
+225
| +8% | +$30.4K | 0.3% | 61 |
|
|
2019
Q2 | $382K | Buy |
2,655
+15
| +0.6% | +$1.97K | 0.28% | 65 |
|
|
2019
Q1 | $356K | Buy |
2,640
+199
| +8% | +$25.4K | 0.27% | 78 |
|
|
2018
Q4 | $286K | Buy |
+2,441
| New | +$293K | 0.24% | 91 |
|
|
2018
Q1 | – | Sell |
-1,257
| Closed | -$184K | – | 292 |
|
|
2017
Q4 | $184K | Buy |
+1,257
| New | +$183K | 0.16% | 111 |
|
Other funds holding IBM
VCM
VPM
Paulson Wealth Management's IBM Position: Q1 2026 in Review
Paulson Wealth Management increased its IBM (IBM) stake by 7.6% in Q1 2026, buying an estimated $27.6K and bringing the position to 1,445 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #94.
Paulson Wealth Management first reported a position in IBM in Q4 2017 and has held it in 31 quarters since. The position peaked at $528K in Q3 2021. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Paulson Wealth Management held 1,445 shares of IBM worth $350K as of Q1 2026.
- Paulson Wealth Management bought 102 IBM shares in Q1 2026, an estimated $27.6K.
- IBM made up 0.08% of Paulson Wealth Management's portfolio in Q1 2026, its #94 holding.
- Paulson Wealth Management first reported a position in IBM in Q4 2017 and has held it in 31 quarters since.
- Paulson Wealth Management's IBM position peaked at $528K in Q3 2021.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.