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Personal CFO Solutions’s IBM IBM Stock Holding History

Personal CFO Solutions’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 		$1.79M Buy
7,374
+2,164
+42% +$586K 0.25% 67
2025
Q4 		$1.54M Sell
5,210
-132
-2% -$39.5K 0.25% 67
2025
Q3 		$1.51M Buy
5,342
+530
+11% +$139K 0.26% 68
2025
Q2 		$1.42M Sell
4,812
-1,692
-26% -$436K 0.26% 75
2025
Q1 		$1.62M Buy
6,504
+1,035
+19% +$253K 0.33% 60
2024
Q4 		$1.2M Buy
5,469
+114
+2% +$25.4K 0.24% 83
2024
Q3 		$1.18M Buy
5,355
+76
+1% +$14.9K 0.17% 114
2024
Q2 		$913K Buy
5,279
+44
+0.8% +$7.64K 0.14% 139
2024
Q1 		$1,000K Sell
5,235
-713
-12% -$130K 0.16% 130
2023
Q4 		$973K Buy
5,948
+1,441
+32% +$218K 0.17% 123
2023
Q3 		$632K Buy
4,507
+17
+0.4% +$2.42K 0.13% 156
2023
Q2 		$601K Sell
4,490
-1,798
-29% -$232K 0.12% 167
2023
Q1 		$824K Sell
6,288
-33
-0.5% -$4.42K 0.17% 114
2022
Q4 		$891K Buy
6,321
+589
+10% +$81.2K 0.19% 102
2022
Q3 		$681K Buy
5,732
+224
+4% +$29.4K 0.17% 117
2022
Q2 		$778K Buy
5,508
+234
+4% +$31.6K 0.18% 96
2022
Q1 		$686K Sell
5,274
-1,626
-24% -$212K 0.14% 144
2021
Q4 		$922K Sell
6,900
-264
-4% -$33.1K 0.17% 119
2021
Q3 		$952K Buy
7,164
+2,931
+69% +$392K 0.2% 110
2021
Q2 		$593K Sell
4,233
-1,683
-28% -$230K 0.12% 163
2021
Q1 		$754K Buy
5,916
+401
+7% +$48K 0.16% 118
2020
Q4 		$664K Sell
5,515
-5,670
-51% -$655K 0.16% 114
2020
Q3 		$1K Buy
11,185
+2,235
+25% +$263K 0.33% 82
2020
Q2 		$1.03M Buy
8,950
+451
+5% +$52.4K 0.31% 75
2020
Q1 		$901K Sell
8,499
-1,545
-15% -$195K 0.32% 71
2019
Q4 		$1.29M Buy
10,044
+309
+3% +$40.2K 0.37% 57
2019
Q3 		$1.36M Buy
+9,735
New +$1.31M 0.54% 34

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

Personal CFO Solutions's IBM Position: Q1 2026 in Review

Personal CFO Solutions increased its IBM (IBM) stake by 42% in Q1 2026, buying an estimated $586K and bringing the position to 7,374 shares worth $1.79M. The position accounts for 0.25% of the portfolio, ranked #67.

Personal CFO Solutions first reported a position in IBM in Q3 2019 and has held it in 27 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Personal CFO Solutions held 7,374 shares of IBM worth $1.79M as of Q1 2026.
  • Personal CFO Solutions bought 2,164 IBM shares in Q1 2026, an estimated $586K.
  • IBM made up 0.25% of Personal CFO Solutions's portfolio in Q1 2026, its #67 holding.
  • Personal CFO Solutions first reported a position in IBM in Q3 2019 and has held it in 27 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.