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Pure Financial Advisors’s IBM IBM Stock Holding History

Pure Financial 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 		$1.83M Sell
7,562
-520
-6% -$141K 0.03% 172
2025
Q4 		$2.39M Buy
8,082
+2,141
+36% +$641K 0.04% 148
2025
Q3 		$1.68M Buy
5,941
+76
+1% +$19.9K 0.03% 168
2025
Q2 		$1.73M Buy
5,865
+1,108
+23% +$285K 0.03% 165
2025
Q1 		$1.18M Sell
4,757
-120
-2% -$29.4K 0.02% 161
2024
Q4 		$1.07M Sell
4,877
-319
-6% -$71K 0.02% 161
2024
Q3 		$1.15M Buy
5,196
+252
+5% +$49.4K 0.03% 146
2024
Q2 		$855K Buy
4,944
+809
+20% +$141K 0.02% 155
2024
Q1 		$790K Buy
4,135
+369
+10% +$67.3K 0.02% 160
2023
Q4 		$616K Buy
3,766
+2,280
+153% +$345K 0.02% 172
2023
Q3 		$208K Sell
1,486
-24
-2% -$3.42K 0.01% 252
2023
Q2 		$202K Sell
1,510
-222
-13% -$28.6K 0.01% 245
2023
Q1 		$227K Buy
1,732
+278
+19% +$37.2K 0.01% 232
2022
Q4 		$205K Buy
+1,454
New +$201K 0.01% 233

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

Pure Financial Advisors's IBM Position: Q1 2026 in Review

Pure Financial Advisors reduced its IBM (IBM) stake by 6.4% in Q1 2026, selling an estimated $141K and leaving 7,562 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #172.

Pure Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.39M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pure Financial Advisors held 7,562 shares of IBM worth $1.83M as of Q1 2026.
  • Pure Financial Advisors sold 520 IBM shares in Q1 2026, an estimated $141K.
  • IBM made up 0.03% of Pure Financial Advisors's portfolio in Q1 2026, its #172 holding.
  • Pure Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Pure Financial Advisors's IBM position peaked at $2.39M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.