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PUREfi Wealth’s IBM IBM Stock Holding History

PUREfi Wealth’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 		$251K Buy
1,034
+33
+3% +$8.93K 0.16% 161
2025
Q4 		$297K Buy
1,001
+16
+2% +$4.79K 0.23% 121
2025
Q3 		$278K Sell
985
-156
-14% -$40.8K 0.21% 126
2025
Q2 		$336K Sell
1,141
-193
-14% -$49.7K 0.27% 100
2025
Q1 		$332K Buy
1,334
+45
+3% +$11K 0.33% 90
2024
Q4 		$283K Buy
+1,289
New +$287K 0.28% 104

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

PUREfi Wealth's IBM Position: Q1 2026 in Review

PUREfi Wealth increased its IBM (IBM) stake by 3.3% in Q1 2026, buying an estimated $8.93K and bringing the position to 1,034 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #161.

PUREfi Wealth first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • PUREfi Wealth held 1,034 shares of IBM worth $251K as of Q1 2026.
  • PUREfi Wealth bought 33 IBM shares in Q1 2026, an estimated $8.93K.
  • IBM made up 0.16% of PUREfi Wealth's portfolio in Q1 2026, its #161 holding.
  • PUREfi Wealth first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's IBM position peaked at $336K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.