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Principle Wealth Partners’s IBM IBM Stock Holding History

Principle 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 		$14.3M Buy
59,145
+121
+0.2% +$32.7K 0.82% 26
2025
Q4 		$17.5M Buy
59,024
+2,379
+4% +$712K 0.98% 20
2025
Q3 		$16M Buy
56,645
+350
+0.6% +$91.6K 0.93% 23
2025
Q2 		$16.6M Buy
56,295
+390
+0.7% +$100K 1.04% 19
2025
Q1 		$13.9M Sell
55,905
-1,219
-2% -$298K 0.99% 24
2024
Q4 		$12.6M Sell
57,124
-221
-0.4% -$49.2K 0.88% 26
2024
Q3 		$12.7M Sell
57,345
-652
-1% -$128K 0.9% 28
2024
Q2 		$10M Buy
57,997
+805
+1% +$140K 0.76% 31
2024
Q1 		$10.9M Buy
57,192
+465
+0.8% +$84.8K 0.85% 27
2023
Q4 		$9.28M Buy
56,727
+733
+1% +$111K 0.8% 30
2023
Q3 		$7.86M Buy
55,994
+360
+0.6% +$51.2K 0.79% 29
2023
Q2 		$7.44M Buy
55,634
+2,475
+5% +$319K 0.75% 35
2023
Q1 		$6.97M Buy
53,159
+685
+1% +$91.6K 0.75% 35
2022
Q4 		$7.39M Buy
52,474
+290
+0.6% +$40K 0.84% 28
2022
Q3 		$6.2K Buy
52,184
+1,700
+3% +$223K 0.58% 28
2022
Q2 		$7.13M Buy
50,484
+1,107
+2% +$149K 0.86% 23
2022
Q1 		$6.42M Buy
49,377
+1,927
+4% +$251K 0.68% 31
2021
Q4 		$6.34M Sell
47,450
-35
-0.1% -$4.39K 0.67% 27
2021
Q3 		$6.31M Sell
47,485
-905
-2% -$121K 0.73% 25
2021
Q2 		$6.78M Buy
48,390
+1,026
+2% +$140K 0.77% 25
2021
Q1 		$6.03M Sell
47,364
-3,730
-7% -$446K 0.71% 29
2020
Q4 		$6.15M Buy
51,094
+33,147
+185% +$3.83M 0.81% 23
2020
Q3 		$2.09M Sell
17,947
-1,725
-9% -$203K 0.58% 31
2020
Q2 		$2.27M Buy
19,672
+2,729
+16% +$317K 0.67% 25
2020
Q1 		$1.8M Sell
16,943
-672
-4% -$85K 0.67% 28
2019
Q4 		$2.26M Sell
17,615
-1,616
-8% -$210K 0.72% 34
2019
Q3 		$2.67M Buy
19,231
+14,734
+328% +$1.99M 0.92% 28
2019
Q2 		$593K Buy
4,497
+1,498
+50% +$197K 0.31% 61
2019
Q1 		$405K Sell
2,999
-749
-20% -$95.5K 0.23% 77
2018
Q4 		$407K Buy
+3,748
New +$450K 0.34% 66

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

Principle Wealth Partners's IBM Position: Q1 2026 in Review

Principle Wealth Partners increased its IBM (IBM) stake by 0.21% in Q1 2026, buying an estimated $32.7K and bringing the position to 59,145 shares worth $14.3M. The position accounts for 0.82% of the portfolio, ranked #26.

Principle Wealth Partners first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.5M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Principle Wealth Partners held 59,145 shares of IBM worth $14.3M as of Q1 2026.
  • Principle Wealth Partners bought 121 IBM shares in Q1 2026, an estimated $32.7K.
  • IBM made up 0.82% of Principle Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Principle Wealth Partners first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's IBM position peaked at $17.5M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.