Primoris Wealth Advisors’s IBM IBM Stock Holding History

Primoris Wealth Advisors’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	$350K	Sell	1,443 -2	-0.1%	-$541	0.25%	69
2025 Q4	$428K	Hold	1,445	–	–	0.26%	73
2025 Q3	$408K	Buy	1,445 +8	+0.6%	+$2.09K	0.26%	74
2025 Q2	$424K	Hold	1,437	–	–	0.29%	65
2025 Q1	$357K	Hold	1,437	–	–	0.28%	70
2024 Q4	$316K	Hold	1,437	–	–	0.24%	71
2024 Q3	$318K	Hold	1,437	–	–	0.23%	80
2024 Q2	$249K	Sell	1,437 -50	-3%	-$8.69K	0.2%	86
2024 Q1	$284K	Buy	1,487 +15	+1%	+$2.74K	0.23%	80
2023 Q4	$241K	Hold	1,472	–	–	0.23%	76
2023 Q3	$207K	Buy	+1,472	New	+$209K	0.25%	66
2023 Q1	–	Sell	-1,470	Closed	-$207K	–	71
2022 Q4	$207K	Buy	+1,470	New	+$203K	0.32%	54
2022 Q3	–	Sell	-1,553	Closed	-$218K	–	64
2022 Q2	$218K	Buy	+1,553	New	+$210K	0.31%	65

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

Primoris Wealth Advisors's IBM Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its IBM (IBM) stake by 0.14% in Q1 2026, selling an estimated $541 and leaving 1,443 shares worth $350K. The position accounts for 0.25% of the portfolio, ranked #69.

Primoris Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 13 quarters since. The position peaked at $428K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Primoris Wealth Advisors held 1,443 shares of IBM worth $350K as of Q1 2026.
Primoris Wealth Advisors sold 2 IBM shares in Q1 2026, an estimated $541.
IBM made up 0.25% of Primoris Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Primoris Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 13 quarters since.
Primoris Wealth Advisors's IBM position peaked at $428K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.