QFW
IBM icon

QTR Family Wealth’s IBM IBM Stock Holding History

QTR Family 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 		$425K Buy
1,771
+439
+33% +$119K 0.18% 134
2025
Q4 		$389K Buy
1,332
+43
+3% +$12.9K 0.17% 135
2025
Q3 		$364K Buy
1,289
+122
+10% +$31.9K 0.17% 127
2025
Q2 		$344K Buy
1,167
+128
+12% +$33K 0.21% 104
2025
Q1 		$258K Buy
+1,039
New +$254K 0.19% 130

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

QTR Family Wealth's IBM Position: Q1 2026 in Review

QTR Family Wealth increased its IBM (IBM) stake by 33% in Q1 2026, buying an estimated $119K and bringing the position to 1,771 shares worth $425K. The position accounts for 0.18% of the portfolio, ranked #134.

QTR Family Wealth first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • QTR Family Wealth held 1,771 shares of IBM worth $425K as of Q1 2026.
  • QTR Family Wealth bought 439 IBM shares in Q1 2026, an estimated $119K.
  • IBM made up 0.18% of QTR Family Wealth's portfolio in Q1 2026, its #134 holding.
  • QTR Family Wealth first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.