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Perigon Wealth Management’s IBM IBM Stock Holding History

Perigon Wealth Management’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 		$6.11M Buy
25,227
+15
+0.1% +$4.06K 0.11% 175
2025
Q4 		$7.47M Buy
25,212
+2,959
+13% +$886K 0.13% 143
2025
Q3 		$6.28M Buy
22,253
+538
+2% +$141K 0.13% 161
2025
Q2 		$6.4M Sell
21,715
-336
-2% -$86.6K 0.15% 139
2025
Q1 		$5.48M Buy
22,051
+91
+0.4% +$22.3K 0.14% 149
2024
Q4 		$4.89M Buy
21,960
+1,213
+6% +$270K 0.12% 163
2024
Q3 		$4.59M Sell
20,747
-11,176
-35% -$2.19M 0.12% 160
2024
Q2 		$5.52M Buy
31,923
+10,676
+50% +$1.86M 0.16% 133
2024
Q1 		$4.06M Buy
21,247
+1,007
+5% +$184K 0.12% 163
2023
Q4 		$3.31M Buy
20,240
+1,535
+8% +$232K 0.11% 166
2023
Q3 		$2.62M Buy
18,705
+873
+5% +$124K 0.11% 174
2023
Q2 		$2.39M Buy
17,832
+1,099
+7% +$142K 0.09% 192
2023
Q1 		$2.19M Buy
16,733
+1,460
+10% +$195K 0.12% 172
2022
Q4 		$2.15M Buy
15,273
+4,953
+48% +$683K 0.13% 164
2022
Q3 		$1.23M Buy
10,320
+271
+3% +$35.6K 0.11% 181
2022
Q2 		$1.42M Buy
10,049
+847
+9% +$114K 0.12% 160
2022
Q1 		$1.2M Buy
9,202
+426
+5% +$55.6K 0.08% 205
2021
Q4 		$1.17M Sell
8,776
-238
-3% -$29.9K 0.08% 200
2021
Q3 		$1.2M Sell
9,014
-552
-6% -$73.8K 0.1% 178
2021
Q2 		$1.34M Buy
9,566
+151
+2% +$20.6K 0.12% 155
2021
Q1 		$1.2M Buy
9,415
+6,023
+178% +$721K 0.12% 160
2020
Q4 		$408K Buy
3,392
+183
+6% +$21.1K 0.05% 285
2020
Q3 		$373K Sell
3,209
-1,143
-26% -$135K 0.05% 264
2020
Q2 		$502K Buy
4,352
+997
+30% +$116K 0.08% 199
2020
Q1 		$390K Buy
3,355
+1,130
+51% +$143K 0.07% 201
2019
Q4 		$285K Sell
2,225
-211
-9% -$27.4K 0.06% 202
2019
Q3 		$333K Sell
2,436
-1,280
-34% -$173K 0.08% 162
2019
Q2 		$490K Buy
+3,716
New +$488K 0.11% 128
2018
Q4 		– Sell
-2,634
Closed -$381K – 247
2018
Q3 		$381K Sell
2,634
-2,426
-48% -$339K 0.09% 147
2018
Q2 		$676K Sell
5,060
-2,430
-32% -$339K 0.2% 103
2018
Q1 		$1.1M Buy
7,490
+1,411
+23% +$213K 0.4% 52
2017
Q4 		$892K Sell
6,079
-2,375
-28% -$345K 0.33% 56
2017
Q3 		$1.17M Sell
8,454
-8,434
-50% -$1.17M 0.38% 60
2017
Q2 		$2.48M Sell
16,888
-10,399
-38% -$1.57M 0.54% 55
2017
Q1 		$4.54M Buy
27,287
+209
+0.8% +$35K 0.96% 26
2016
Q4 		$4.7M Buy
27,078
+12,115
+81% +$1.85M 1.03% 27
2016
Q3 		$2.27M Sell
14,963
-96
-0.6% -$14.6K 0.58% 53
2016
Q2 		$2.19M Sell
15,059
-1,902
-11% -$272K 0.58% 51
2016
Q1 		$2.23M Hold
16,961
– – 0.69% 43
2015
Q4 		$2.23M Buy
16,961
+4,355
+35% +$585K 0.62% 46
2015
Q3 		$1.75M Sell
12,606
-2,433
-16% -$359K 0.52% 51
2015
Q2 		$2.34M Buy
15,039
+290
+2% +$46.6K 0.62% 46
2015
Q1 		$2.26M Buy
14,749
+143
+1% +$21.7K 0.62% 45
2014
Q4 		$2.24M Sell
14,606
-861
-6% -$137K 0.67% 41
2014
Q3 		$2.81M Sell
15,467
-2,110
-12% -$384K 0.84% 32
2014
Q2 		$3.05M Buy
17,577
+2,273
+15% +$409K 0.87% 32
2014
Q1 		$2.82M Buy
15,304
+62
+0.4% +$10.9K 1.55% 20
2013
Q4 		$2.73M Buy
+15,242
New +$2.63M 1.52% 22

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

Perigon Wealth Management's IBM Position: Q1 2026 in Review

Perigon Wealth Management increased its IBM (IBM) stake by 0.06% in Q1 2026, buying an estimated $4.06K and bringing the position to 25,227 shares worth $6.11M. The position accounts for 0.11% of the portfolio, ranked #175.

Perigon Wealth Management first reported a position in IBM in Q4 2013 and has held it in 48 quarters since. The position peaked at $7.47M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Perigon Wealth Management held 25,227 shares of IBM worth $6.11M as of Q1 2026.
  • Perigon Wealth Management bought 15 IBM shares in Q1 2026, an estimated $4.06K.
  • IBM made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Perigon Wealth Management first reported a position in IBM in Q4 2013 and has held it in 48 quarters since.
  • Perigon Wealth Management's IBM position peaked at $7.47M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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