Prosperity Consulting Group’s IBM IBM Stock Holding History

Prosperity Consulting 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	$5.73M	Sell	23,639 -1,769	-7%	-$479K	0.25%	71
2025 Q4	$7.53M	Sell	25,408 -900	-3%	-$270K	0.34%	52
2025 Q3	$7.42M	Sell	26,308 -881	-3%	-$231K	0.37%	51
2025 Q2	$8.01M	Sell	27,189 -1,167	-4%	-$301K	0.58%	38
2025 Q1	$7.05M	Buy	28,356 +241	+0.9%	+$59K	0.55%	39
2024 Q4	$6.18M	Sell	28,115 -148	-0.5%	-$33K	0.47%	47
2024 Q3	$6.25M	Buy	28,263 +1,787	+7%	+$350K	0.49%	44
2024 Q2	$4.58M	Sell	26,476 -4,488	-14%	-$780K	0.62%	40
2024 Q1	$5.91M	Buy	30,964 +26,349	+571%	+$4.81M	0.74%	31
2023 Q4	$755K	Buy	4,615 +819	+22%	+$124K	0.25%	79
2023 Q3	$533K	Buy	+3,796	New	+$540K	0.24%	85

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

Prosperity Consulting Group's IBM Position: Q1 2026 in Review

Prosperity Consulting Group reduced its IBM (IBM) stake by 7% in Q1 2026, selling an estimated $479K and leaving 23,639 shares worth $5.73M. The position accounts for 0.25% of the portfolio, ranked #71.

Prosperity Consulting Group first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.01M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Prosperity Consulting Group held 23,639 shares of IBM worth $5.73M as of Q1 2026.
Prosperity Consulting Group sold 1,769 IBM shares in Q1 2026, an estimated $479K.
IBM made up 0.25% of Prosperity Consulting Group's portfolio in Q1 2026, its #71 holding.
Prosperity Consulting Group first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
Prosperity Consulting Group's IBM position peaked at $8.01M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.