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Prestige Wealth Management Group’s IBM IBM Stock Holding History

Prestige Wealth Management 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 		$118K Hold
487
– – 0.02% 195
2025
Q4 		$144K Hold
487
– – 0.03% 182
2025
Q3 		$137K Hold
487
– – 0.03% 196
2025
Q2 		$144K Sell
487
-6
-1% -$1.55K 0.03% 190
2025
Q1 		$123K Hold
493
– – 0.03% 187
2024
Q4 		$108K Hold
493
– – 0.02% 196
2024
Q3 		$109K Hold
493
– – 0.02% 187
2024
Q2 		$85.3K Sell
493
-70
-12% -$12.2K 0.02% 184
2024
Q1 		$108K Sell
563
-140
-20% -$25.5K 0.02% 194
2023
Q4 		$115K Sell
703
-130
-16% -$19.6K 0.03% 176
2023
Q3 		$117K Buy
833
+38
+5% +$5.41K 0.03% 174
2023
Q2 		$106K Buy
795
+105
+15% +$13.6K 0.03% 200
2023
Q1 		$90.5K Sell
690
-1,303
-65% -$174K 0.02% 196
2022
Q4 		$281K Buy
1,993
+1,277
+178% +$176K 0.07% 115
2022
Q3 		$85K Buy
716
+112
+19% +$14.7K 0.02% 183
2022
Q2 		$86K Sell
604
-7
-1% -$945 0.02% 189
2022
Q1 		$79K Buy
611
+32
+6% +$4.17K 0.02% 208
2021
Q4 		$78K Buy
579
+126
+28% +$15.8K 0.02% 225
2021
Q3 		$60K Hold
453
– – 0.02% 237
2021
Q2 		$64K Buy
453
+11
+2% +$1.5K 0.02% 222
2021
Q1 		$56K Buy
442
+19
+4% +$2.27K 0.02% 241
2020
Q4 		$51K Sell
423
-50
-11% -$5.78K 0.01% 247
2020
Q3 		$55K Buy
473
+4
+0.9% +$471 0.02% 239
2020
Q2 		$54K Sell
469
-672
-59% -$78K 0.02% 215
2020
Q1 		$121K Buy
1,141
+829
+266% +$105K 0.05% 106
2019
Q4 		$40K Sell
312
-121
-28% -$15.7K 0.02% 223
2019
Q3 		$61K Buy
433
+50
+13% +$6.74K 0.04% 186
2019
Q2 		$51K Sell
383
-109
-22% -$14.3K 0.03% 195
2019
Q1 		$67K Sell
492
-904
-65% -$115K 0.04% 172
2018
Q4 		$152K Buy
+1,396
New +$168K 0.11% 119

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

Prestige Wealth Management Group's IBM Position: Q1 2026 in Review

Prestige Wealth Management Group held its IBM (IBM) position steady in Q1 2026 at 487 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #195.

Prestige Wealth Management Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $281K in Q4 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Prestige Wealth Management Group held 487 shares of IBM worth $118K as of Q1 2026.
  • Prestige Wealth Management Group left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.02% of Prestige Wealth Management Group's portfolio in Q1 2026, its #195 holding.
  • Prestige Wealth Management Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's IBM position peaked at $281K in Q4 2022.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.