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Providence Wealth Advisors’s IBM IBM Stock Holding History

Providence Wealth Advisors’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 		$2.46M Buy
10,095
+243
+2% +$65.8K 1.56% 19
2025
Q4 		$2.92M Sell
9,852
-673
-6% -$202K 1.82% 14
2025
Q3 		$3.29M Sell
10,525
-40
-0.4% -$10.5K 2.08% 13
2025
Q2 		$2.66M Sell
10,565
-313
-3% -$80.6K 1.83% 15
2025
Q1 		$2.7M Sell
10,878
-175
-2% -$42.8K 2.05% 14
2024
Q4 		$2.46M Sell
11,053
-245
-2% -$54.6K 1.86% 14
2024
Q3 		$2.63M Hold
11,298
– – 1.94% 14
2024
Q2 		$1.97M Sell
11,298
-753
-6% -$131K 1.57% 19
2024
Q1 		$2.28M Sell
12,051
-9,057
-43% -$1.65M 1.94% 15
2023
Q4 		$3.68M Buy
21,108
+9,986
+90% +$1.51M 3.32% 6
2023
Q3 		$1.56M Sell
11,122
-39
-0.3% -$5.55K 1.75% 16
2023
Q2 		$1.5M Buy
11,161
+135
+1% +$17.4K 1.66% 21
2023
Q1 		$1.39M Sell
11,026
-881
-7% -$118K 1.03% 34
2022
Q4 		$1.68M Sell
11,907
-94
-0.8% -$13K 1.25% 27
2022
Q3 		$1.67M Sell
12,001
-273
-2% -$35.8K 1.24% 25
2022
Q2 		$1.69M Buy
12,274
+792
+7% +$107K 1.22% 30
2022
Q1 		$1.49M Buy
11,482
+542
+5% +$70.7K 0.96% 33
2021
Q4 		$1.49M Buy
10,940
+125
+1% +$15.7K 0.93% 36
2021
Q3 		$1.47M Sell
10,815
-68
-0.6% -$9.09K 1.02% 31
2021
Q2 		$1.45M Buy
10,883
+411
+4% +$56.2K 0.99% 33
2021
Q1 		$1.33M Buy
10,472
+1,173
+13% +$140K 0.98% 37
2020
Q4 		$1.1M Sell
9,299
-1,028
-10% -$119K 0.92% 38
2020
Q3 		$1.2M Buy
10,327
+1,065
+11% +$125K 1.19% 31
2020
Q2 		$1.07M Buy
9,262
+99
+1% +$11.5K 1.09% 31
2020
Q1 		$961K Sell
9,163
-640
-7% -$80.9K 1.16% 31
2019
Q4 		$1.25M Buy
9,803
+655
+7% +$85.1K 1.15% 32
2019
Q3 		$1.27M Sell
9,148
-9
-0.1% -$1.21K 1.14% 33
2019
Q2 		$1.22M Sell
9,157
-253
-3% -$33.2K 1.14% 34
2019
Q1 		$1.28M Buy
9,410
+238
+3% +$30.3K 1.2% 33
2018
Q4 		$991K Buy
+9,172
New +$1.1M 1.1% 35

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

Providence Wealth Advisors's IBM Position: Q1 2026 in Review

Providence Wealth Advisors increased its IBM (IBM) stake by 2.5% in Q1 2026, buying an estimated $65.8K and bringing the position to 10,095 shares worth $2.46M. The position accounts for 1.56% of the portfolio, ranked #19.

Providence Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.68M in Q4 2023. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Providence Wealth Advisors held 10,095 shares of IBM worth $2.46M as of Q1 2026.
  • Providence Wealth Advisors bought 243 IBM shares in Q1 2026, an estimated $65.8K.
  • IBM made up 1.56% of Providence Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Providence Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Providence Wealth Advisors's IBM position peaked at $3.68M in Q4 2023.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.