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Plotkin Financial Advisors’s IBM IBM Stock Holding History

Plotkin Financial Advisors’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 		$1.1M Hold
4,552
– – 0.55% 36
2025
Q4 		$1.35M Hold
4,552
– – 0.66% 32
2025
Q3 		$1.28M Hold
4,552
– – 0.63% 32
2025
Q2 		$1.34M Hold
4,552
– – 0.74% 31
2025
Q1 		$1.13M Hold
4,552
– – 0.7% 31
2024
Q4 		$1M Hold
4,552
– – 0.59% 35
2024
Q3 		$1.01M Hold
4,552
– – 0.6% 34
2024
Q2 		$787K Hold
4,552
– – 0.51% 39
2024
Q1 		$869K Buy
+4,552
New +$830K 0.58% 35

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

Plotkin Financial Advisors's IBM Position: Q1 2026 in Review

Plotkin Financial Advisors held its IBM (IBM) position steady in Q1 2026 at 4,552 shares worth $1.1M. The position accounts for 0.55% of the portfolio, ranked #36.

Plotkin Financial Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Plotkin Financial Advisors held 4,552 shares of IBM worth $1.1M as of Q1 2026.
  • Plotkin Financial Advisors left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.55% of Plotkin Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Plotkin Financial Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Plotkin Financial Advisors's IBM position peaked at $1.35M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.