Phillips Wealth Planners’s IBM IBM Stock Holding History

Phillips Wealth Planners’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	$665K	Sell	2,973 -1,086	-27%	-$294K	0.5%	55
2025 Q4	$1.21M	Buy	4,059 +199	+5%	+$59.6K	0.97%	26
2025 Q3	$1.12M	Buy	3,860 +17	+0.4%	+$4.45K	0.93%	24
2025 Q2	$1.12M	Sell	3,843 -166	-4%	-$42.8K	1.01%	24
2025 Q1	$944K	Buy	4,009 +198	+5%	+$48.4K	1%	28
2024 Q4	$837K	Sell	3,811 -38	-1%	-$8.46K	0.84%	30
2024 Q3	$899K	Buy	3,849 +2,150	+127%	+$422K	0.86%	28
2024 Q2	$302K	Buy	1,699 +92	+6%	+$16K	0.32%	116
2024 Q1	$295K	Buy	1,607 +253	+19%	+$46.2K	0.34%	112
2023 Q4	$226K	Buy	+1,354	New	+$205K	0.27%	137

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

Phillips Wealth Planners's IBM Position: Q1 2026 in Review

Phillips Wealth Planners reduced its IBM (IBM) stake by 27% in Q1 2026, selling an estimated $294K and leaving 2,973 shares worth $665K. The position accounts for 0.5% of the portfolio, ranked #55.

Phillips Wealth Planners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Phillips Wealth Planners held 2,973 shares of IBM worth $665K as of Q1 2026.
Phillips Wealth Planners sold 1,086 IBM shares in Q1 2026, an estimated $294K.
IBM made up 0.5% of Phillips Wealth Planners's portfolio in Q1 2026, its #55 holding.
Phillips Wealth Planners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Phillips Wealth Planners's IBM position peaked at $1.21M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.