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ProVise Management Group’s IBM IBM Stock Holding History

ProVise Management 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 		$350K Sell
1,446
-107
-7% -$29K 0.03% 202
2025
Q4 		$460K Sell
1,553
-14
-0.9% -$4.19K 0.03% 178
2025
Q3 		$442K Sell
1,567
-14
-0.9% -$3.67K 0.03% 180
2025
Q2 		$466K Buy
1,581
+33
+2% +$8.5K 0.04% 176
2025
Q1 		$385K Sell
1,548
-54
-3% -$13.2K 0.03% 180
2024
Q4 		$352K Sell
1,602
-1,689
-51% -$376K 0.03% 195
2024
Q3 		$728K Sell
3,291
-14
-0.4% -$2.75K 0.06% 167
2024
Q2 		$572K Buy
3,305
+74
+2% +$12.9K 0.05% 169
2024
Q1 		$617K Sell
3,231
-2,782
-46% -$508K 0.05% 173
2023
Q4 		$983K Sell
6,013
-471
-7% -$71.2K 0.08% 174
2023
Q3 		$910K Sell
6,484
-4,613
-42% -$656K 0.08% 176
2023
Q2 		$1.48M Buy
11,097
+6,894
+164% +$890K 0.13% 142
2023
Q1 		$551K Buy
4,203
+1,445
+52% +$193K 0.05% 217
2022
Q4 		$389K Buy
2,758
+363
+15% +$50.1K 0.04% 232
2022
Q3 		$285K Buy
2,395
+8
+0.3% +$1.05K 0.03% 255
2022
Q2 		$337K Sell
2,387
-221
-8% -$29.8K 0.04% 245
2022
Q1 		$339K Buy
2,608
+259
+11% +$33.8K 0.03% 268
2021
Q4 		$314K Buy
+2,349
New +$295K 0.03% 297
2020
Q2 		– Sell
-3,373
Closed -$358K – 282
2020
Q1 		$358K Buy
3,373
+561
+20% +$70.9K 0.06% 200
2019
Q4 		$360K Sell
2,812
-5
-0.2% -$650 0.04% 227
2019
Q3 		$392K Buy
+2,817
New +$380K 0.05% 219
2017
Q3 		– Sell
-5,302
Closed -$780K – 330
2017
Q2 		$780K Sell
5,302
-2,846
-35% -$429K 0.12% 170
2017
Q1 		$1.36M Sell
8,148
-299
-4% -$50.1K 0.22% 122
2016
Q4 		$1.34M Buy
8,447
+2,916
+53% +$444K 0.23% 121
2016
Q3 		$840K Sell
5,531
-504
-8% -$76.5K 0.15% 158
2016
Q2 		$876K Sell
6,035
-994
-14% -$142K 0.16% 147
2016
Q1 		$1.02M Buy
7,029
+907
+15% +$116K 0.21% 118
2015
Q4 		$806K Buy
6,122
+388
+7% +$52.1K 0.17% 145
2015
Q3 		$795K Buy
5,734
+171
+3% +$25.3K 0.18% 135
2015
Q2 		$865K Buy
5,563
+537
+11% +$86.3K 0.18% 133
2015
Q1 		$763K Sell
5,026
-367
-7% -$55.7K 0.16% 142
2014
Q4 		$827K Sell
5,393
-1,391
-21% -$221K 0.18% 141
2014
Q3 		$1.23M Buy
6,784
+223
+3% +$40.6K 0.27% 114
2014
Q2 		$1.14M Buy
6,561
+622
+10% +$112K 0.25% 121
2014
Q1 		$1.09M Buy
5,939
+910
+18% +$160K 0.26% 104
2013
Q4 		$901K Sell
5,029
-52
-1% -$8.97K 0.23% 125
2013
Q3 		$899K Sell
5,081
-157
-3% -$28.5K 0.25% 111
2013
Q2 		$957K Buy
+5,238
New +$1.02M 0.28% 99

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

ProVise Management Group's IBM Position: Q1 2026 in Review

ProVise Management Group reduced its IBM (IBM) stake by 6.9% in Q1 2026, selling an estimated $29K and leaving 1,446 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #202.

ProVise Management Group first reported a position in IBM in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.48M in Q2 2023. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • ProVise Management Group held 1,446 shares of IBM worth $350K as of Q1 2026.
  • ProVise Management Group sold 107 IBM shares in Q1 2026, an estimated $29K.
  • IBM made up 0.03% of ProVise Management Group's portfolio in Q1 2026, its #202 holding.
  • ProVise Management Group first reported a position in IBM in Q2 2013 and has held it in 38 quarters since.
  • ProVise Management Group's IBM position peaked at $1.48M in Q2 2023.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.