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Presper Financial Architects’s IBM IBM Stock Holding History

Presper Financial Architects’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 		$1.25M Buy
5,176
+12
+0.2% +$3.25K 0.75% 16
2025
Q4 		$1.53M Buy
5,164
+9
+0.2% +$2.69K 0.86% 12
2025
Q3 		$1.45M Buy
5,155
+86
+2% +$22.5K 0.84% 13
2025
Q2 		$1.49M Buy
+5,069
New +$1.31M 1.11% 11

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

Presper Financial Architects's IBM Position: Q1 2026 in Review

Presper Financial Architects increased its IBM (IBM) stake by 0.23% in Q1 2026, buying an estimated $3.25K and bringing the position to 5,176 shares worth $1.25M. The position accounts for 0.75% of the portfolio, ranked #16.

Presper Financial Architects first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Presper Financial Architects held 5,176 shares of IBM worth $1.25M as of Q1 2026.
  • Presper Financial Architects bought 12 IBM shares in Q1 2026, an estimated $3.25K.
  • IBM made up 0.75% of Presper Financial Architects's portfolio in Q1 2026, its #16 holding.
  • Presper Financial Architects first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Presper Financial Architects's IBM position peaked at $1.53M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Presper Financial Architects's 13F filing for Q1 2026, filed 29 Apr 2026.