Premier Path Wealth Partners’s IBM IBM Stock Holding History

Premier Path Wealth Partners’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	$1.64M	Buy	6,753 +71	+1%	+$19.2K	0.21%	104
2025 Q4	$1.98M	Buy	6,682 +493	+8%	+$148K	0.26%	86
2025 Q3	$1.75M	Sell	6,189 -7	-0.1%	-$1.83K	0.22%	96
2025 Q2	$1.83M	Buy	6,196 +523	+9%	+$135K	0.25%	90
2025 Q1	$1.41M	Buy	5,673 +118	+2%	+$28.9K	0.22%	110
2024 Q4	$1.22M	Buy	5,555 +51	+0.9%	+$11.4K	0.19%	128
2024 Q3	$1.22M	Buy	5,504 +217	+4%	+$42.5K	0.19%	137
2024 Q2	$914K	Buy	5,287 +127	+2%	+$22.1K	0.16%	153
2024 Q1	$985K	Buy	5,160 +3	+0.1%	+$547	0.19%	142
2023 Q4	$843K	Buy	+5,157	New	+$779K	0.19%	139

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

Premier Path Wealth Partners's IBM Position: Q1 2026 in Review

Premier Path Wealth Partners increased its IBM (IBM) stake by 1.1% in Q1 2026, buying an estimated $19.2K and bringing the position to 6,753 shares worth $1.64M. The position accounts for 0.21% of the portfolio, ranked #104.

Premier Path Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Premier Path Wealth Partners held 6,753 shares of IBM worth $1.64M as of Q1 2026.
Premier Path Wealth Partners bought 71 IBM shares in Q1 2026, an estimated $19.2K.
IBM made up 0.21% of Premier Path Wealth Partners's portfolio in Q1 2026, its #104 holding.
Premier Path Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's IBM position peaked at $1.98M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.