Perfromance Wealth Partners’s IBM IBM Stock Holding History

Perfromance 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	$2.46M	Sell	10,149 -322	-3%	-$87.1K	0.07%	54
2025 Q4	$3.1M	Buy	10,471 +14	+0.1%	+$4.19K	0.08%	41
2025 Q3	$2.95M	Buy	10,457 +911	+10%	+$238K	0.08%	39
2025 Q2	$2.81M	Sell	9,546 -252	-3%	-$64.9K	0.09%	40
2025 Q1	$2.44M	Buy	9,798 +273	+3%	+$66.8K	0.09%	38
2024 Q4	$2.09M	Buy	9,525 +24	+0.3%	+$5.34K	0.07%	48
2024 Q3	$2.1M	Buy	9,501 +1,520	+19%	+$298K	0.07%	45
2024 Q2	$1.38M	Hold	7,981	–	–	0.05%	48
2024 Q1	$1.52M	Buy	7,981 +47	+0.6%	+$8.57K	0.06%	57
2023 Q4	$1.3M	Buy	7,934 +1,531	+24%	+$231K	0.06%	66
2023 Q3	$898K	Sell	6,403 -32	-0.5%	-$4.55K	0.04%	78
2023 Q2	$864K	Hold	6,435	–	–	0.04%	86
2023 Q1	$844K	Buy	6,435 +122	+2%	+$16.3K	0.04%	85
2022 Q4	$889K	Sell	6,313 -102	-2%	-$14.1K	0.05%	77
2022 Q3	$762K	Hold	6,415	–	–	0.04%	78
2022 Q2	$906K	Hold	6,415	–	–	0.05%	72
2022 Q1	$834K	Hold	6,415	–	–	0.04%	82
2021 Q4	$857K	Buy	+6,415	New	+$805K	0.03%	89

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

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

Perfromance Wealth Partners reduced its IBM (IBM) stake by 3.1% in Q1 2026, selling an estimated $87.1K and leaving 10,149 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #54.

Perfromance Wealth Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.1M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Perfromance Wealth Partners held 10,149 shares of IBM worth $2.46M as of Q1 2026.
Perfromance Wealth Partners sold 322 IBM shares in Q1 2026, an estimated $87.1K.
IBM made up 0.07% of Perfromance Wealth Partners's portfolio in Q1 2026, its #54 holding.
Perfromance Wealth Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's IBM position peaked at $3.1M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.