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Powers Advisory Group’s IBM IBM Stock Holding History

Powers Advisory Group’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 		– Sell
-697
Closed -$206K – 127
2025
Q4 		$206K Sell
697
-18
-3% -$5.39K 0.08% 124
2025
Q3 		$202K Sell
715
-62
-8% -$16.2K 0.08% 121
2025
Q2 		$229K Buy
+777
New +$200K 0.1% 109
2024
Q2 		– Sell
-1,066
Closed -$204K – 98
2024
Q1 		$204K Buy
+1,066
New +$194K 0.12% 94
2022
Q3 		– Sell
-1,440
Closed -$203K – 94
2022
Q2 		$203K Buy
+1,440
New +$194K 0.16% 91
2022
Q1 		– Sell
-1,512
Closed -$202K – 92
2021
Q4 		$202K Buy
+1,512
New +$190K 0.14% 91

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

Powers Advisory Group's IBM Position: Q1 2026 in Review

Powers Advisory Group sold out of IBM (IBM) in Q1 2026, closing a stake of 697 shares — an estimated $206K sold.

Powers Advisory Group first reported a position in IBM in Q4 2021 and held it in 6 quarters. The position peaked at $229K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Powers Advisory Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Powers Advisory Group sold 697 IBM shares in Q1 2026, an estimated $206K.
  • Powers Advisory Group first reported a position in IBM in Q4 2021 and held it in 6 quarters.
  • Powers Advisory Group's IBM position peaked at $229K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.