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Private Advisor Group’s IBM IBM Stock Holding History

Private Advisor 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 		$3.57K Buy
+200
New +$54.1K ﹤0.01% 2667
2025
Q3 		– Sell
-300
Closed -$763 – 2626
2025
Q2 		$763 Buy
+300
New +$77.3K ﹤0.01% 2464
2023
Q4 		– Sell
-7,200
Closed -$10.1K – 2358
2023
Q3 		$10.1K Buy
+7,200
New +$1.02M ﹤0.01% 2171

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

Private Advisor Group's IBM Position: Q1 2026 in Review

Private Advisor Group reduced its IBM (IBM) stake by 3.5% in Q1 2026, selling an estimated $1.69M and leaving 170,209 shares worth $41.3M. The position accounts for 0.19% of the portfolio, ranked #110.

Private Advisor Group first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $63.5M in Q4 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Private Advisor Group held 170,209 shares of IBM worth $41.3M as of Q1 2026.
  • Private Advisor Group sold 6,251 IBM shares in Q1 2026, an estimated $1.69M.
  • IBM made up 0.19% of Private Advisor Group's portfolio in Q1 2026, its #110 holding.
  • Private Advisor Group first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's IBM position peaked at $63.5M in Q4 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.