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Prosperitas Financial’s IBM IBM Stock Holding History

Prosperitas Financial’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 		$339K Buy
1,397
+165
+13% +$44.6K 0.13% 65
2025
Q4 		$365K Sell
1,232
-28
-2% -$8.39K 0.14% 55
2025
Q3 		$356K Buy
1,260
+36
+3% +$9.42K 0.15% 48
2025
Q2 		$361K Sell
1,224
-24
-2% -$6.18K 0.17% 43
2025
Q1 		$310K Buy
1,248
+6
+0.5% +$1.47K 0.16% 44
2024
Q4 		$273K Buy
1,242
+95
+8% +$21.2K 0.14% 52
2024
Q3 		$254K Buy
+1,147
New +$225K 0.14% 54

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prosperitas Financial's IBM Position: Q1 2026 in Review

Prosperitas Financial increased its IBM (IBM) stake by 13% in Q1 2026, buying an estimated $44.6K and bringing the position to 1,397 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #65.

Prosperitas Financial first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $365K in Q4 2025. 3,476 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Prosperitas Financial held 1,397 shares of IBM worth $339K as of Q1 2026.
  • Prosperitas Financial bought 165 IBM shares in Q1 2026, an estimated $44.6K.
  • IBM made up 0.13% of Prosperitas Financial's portfolio in Q1 2026, its #65 holding.
  • Prosperitas Financial first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Prosperitas Financial's IBM position peaked at $365K in Q4 2025.
  • 3,476 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.