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Purpose Unlimited Inc’s IBM IBM Stock Holding History

Purpose Unlimited Inc’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 		$746K Buy
3,077
+320
+12% +$86.6K 0.03% 140
2025
Q4 		$817K Buy
+2,757
New +$826K 0.04% 119

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Purpose Unlimited Inc's IBM Position: Q1 2026 in Review

Purpose Unlimited Inc increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $86.6K and bringing the position to 3,077 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #140.

Purpose Unlimited Inc first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $817K in Q4 2025. 3,474 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Purpose Unlimited Inc held 3,077 shares of IBM worth $746K as of Q1 2026.
  • Purpose Unlimited Inc bought 320 IBM shares in Q1 2026, an estimated $86.6K.
  • IBM made up 0.03% of Purpose Unlimited Inc's portfolio in Q1 2026, its #140 holding.
  • Purpose Unlimited Inc first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's IBM position peaked at $817K in Q4 2025.
  • 3,474 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.