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Prepared Retirement Institute’s IBM IBM Stock Holding History

Prepared Retirement Institute’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 		$221K Sell
910
-199
-18% -$53.8K 0.11% 78
2025
Q4 		$329K Buy
1,109
+134
+14% +$40.1K 0.17% 67
2025
Q3 		$275K Sell
975
-85
-8% -$22.2K 0.14% 69
2025
Q2 		$313K Sell
1,060
-211
-17% -$54.4K 0.18% 61
2025
Q1 		$316K Sell
1,271
-309
-20% -$75.6K 0.2% 57
2024
Q4 		$347K Buy
1,580
+4
+0.3% +$891 0.2% 53
2024
Q3 		$348K Sell
1,576
-47
-3% -$9.22K 0.21% 46
2024
Q2 		$281K Sell
1,623
-167
-9% -$29K 0.19% 63
2024
Q1 		$342K Sell
1,790
-2,954
-62% -$539K 0.26% 44
2023
Q4 		$776K Buy
+4,744
New +$717K 0.58% 25

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

Prepared Retirement Institute's IBM Position: Q1 2026 in Review

Prepared Retirement Institute reduced its IBM (IBM) stake by 18% in Q1 2026, selling an estimated $53.8K and leaving 910 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #78.

Prepared Retirement Institute first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $776K in Q4 2023. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Prepared Retirement Institute held 910 shares of IBM worth $221K as of Q1 2026.
  • Prepared Retirement Institute sold 199 IBM shares in Q1 2026, an estimated $53.8K.
  • IBM made up 0.11% of Prepared Retirement Institute's portfolio in Q1 2026, its #78 holding.
  • Prepared Retirement Institute first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Prepared Retirement Institute's IBM position peaked at $776K in Q4 2023.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.