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Quadcap Wealth Management’s IBM IBM Stock Holding History

Quadcap Wealth Management’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 		$874K Buy
3,604
+185
+5% +$50.1K 0.1% 175
2025
Q4 		$1.01M Sell
3,419
-270
-7% -$80.9K 0.12% 157
2025
Q3 		$1.04M Buy
3,689
+255
+7% +$66.7K 0.12% 157
2025
Q2 		$1.01M Sell
3,434
-333
-9% -$85.8K 0.13% 150
2025
Q1 		$937K Sell
3,767
-136
-3% -$33.3K 0.14% 144
2024
Q4 		$858K Buy
3,903
+637
+20% +$142K 0.13% 154
2024
Q3 		$722K Sell
3,266
-491
-13% -$96.3K 0.11% 186
2024
Q2 		$650K Buy
3,757
+103
+3% +$17.9K 0.12% 187
2024
Q1 		$698K Sell
3,654
-132
-3% -$24.1K 0.16% 155
2023
Q4 		$619K Buy
+3,786
New +$572K 0.16% 170

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

Quadcap Wealth Management's IBM Position: Q1 2026 in Review

Quadcap Wealth Management increased its IBM (IBM) stake by 5.4% in Q1 2026, buying an estimated $50.1K and bringing the position to 3,604 shares worth $874K. The position accounts for 0.1% of the portfolio, ranked #175.

Quadcap Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Quadcap Wealth Management held 3,604 shares of IBM worth $874K as of Q1 2026.
  • Quadcap Wealth Management bought 185 IBM shares in Q1 2026, an estimated $50.1K.
  • IBM made up 0.1% of Quadcap Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Quadcap Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's IBM position peaked at $1.04M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.