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Private Wealth Partners’s IBM IBM Stock Holding History

Private 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 		$661K Sell
2,726
-34
-1% -$9.2K 0.05% 117
2025
Q4 		$818K Hold
2,760
– – 0.06% 107
2025
Q3 		$779K Buy
2,760
+113
+4% +$29.6K 0.06% 109
2025
Q2 		$780K Hold
2,647
– – 0.06% 107
2025
Q1 		$658K Buy
2,647
+43
+2% +$10.5K 0.05% 110
2024
Q4 		$572K Sell
2,604
-581
-18% -$129K 0.04% 122
2024
Q3 		$704K Buy
3,185
+785
+33% +$154K 0.06% 105
2024
Q2 		$415K Hold
2,400
– – 0.03% 123
2024
Q1 		$458K Sell
2,400
-918
-28% -$167K 0.04% 114
2023
Q4 		$543K Hold
3,318
– – 0.05% 107
2023
Q3 		$466K Buy
3,318
+50
+2% +$7.11K 0.04% 103
2023
Q2 		$437K Buy
3,268
+100
+3% +$12.9K 0.04% 108
2023
Q1 		$415K Buy
+3,168
New +$424K 0.04% 115
2020
Q4 		– Sell
-1,883
Closed -$219K – 122
2020
Q3 		$219K Hold
1,883
– – 0.03% 101
2020
Q2 		$217K Buy
+1,883
New +$219K 0.03% 98
2020
Q1 		– Sell
-1,883
Closed -$241K – 129
2019
Q4 		$241K Hold
1,883
– – 0.03% 111
2019
Q3 		$262K Sell
1,883
-418
-18% -$56.4K 0.04% 104
2019
Q2 		$303K Sell
2,301
-133
-5% -$17.5K 0.05% 105
2019
Q1 		$328K Hold
2,434
– – 0.05% 99
2018
Q4 		$265K Sell
2,434
-1,599
-40% -$192K 0.05% 88
2018
Q3 		$583K Hold
4,033
– – 0.09% 85
2018
Q2 		$539K Sell
4,033
-28
-0.7% -$3.9K 0.09% 86
2018
Q1 		$596K Sell
4,061
-1,537
-27% -$233K 0.1% 87
2017
Q4 		$821K Sell
5,598
-251
-4% -$36.5K 0.15% 81
2017
Q3 		$811K Buy
5,849
+21
+0.4% +$2.93K 0.16% 81
2017
Q2 		$857K Hold
5,828
– – 0.19% 70
2017
Q1 		$970K Buy
5,828
+532
+10% +$89.2K 0.22% 62
2016
Q4 		$840K Sell
5,296
-119
-2% -$18.1K 0.2% 61
2016
Q3 		$822K Hold
5,415
– – 0.2% 69
2016
Q2 		$786K Hold
5,415
– – 0.19% 73
2016
Q1 		$784K Sell
5,415
-105
-2% -$13.4K 0.19% 75
2015
Q4 		$726K Sell
5,520
-178
-3% -$23.9K 0.17% 86
2015
Q3 		$790K Sell
5,698
-1,378
-19% -$203K 0.2% 84
2015
Q2 		$1.1M Sell
7,076
-1,036
-13% -$167K 0.25% 74
2015
Q1 		$1.25M Sell
8,112
-282
-3% -$42.8K 0.29% 72
2014
Q4 		$1.29M Sell
8,394
-7,106
-46% -$1.13M 0.3% 73
2014
Q3 		$2.81M Buy
15,500
+1,083
+8% +$197K 0.62% 48
2014
Q2 		$2.5M Sell
14,417
-497
-3% -$89.5K 0.55% 51
2014
Q1 		$2.75M Buy
14,914
+408
+3% +$71.8K 0.65% 44
2013
Q4 		$2.6M Buy
14,506
+88
+0.6% +$15.2K 0.58% 52
2013
Q3 		$2.55M Sell
14,418
-8,385
-37% -$1.52M 0.6% 51
2013
Q2 		$4.17M Buy
+22,803
New +$4.44M 1.04% 27

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 Wealth Partners's IBM Position: Q1 2026 in Review

Private Wealth Partners reduced its IBM (IBM) stake by 1.2% in Q1 2026, selling an estimated $9.2K and leaving 2,726 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #117.

Private Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.17M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Private Wealth Partners held 2,726 shares of IBM worth $661K as of Q1 2026.
  • Private Wealth Partners sold 34 IBM shares in Q1 2026, an estimated $9.2K.
  • IBM made up 0.05% of Private Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Private Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 42 quarters since.
  • Private Wealth Partners's IBM position peaked at $4.17M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.