Q1WB
IBM icon

Quest 10 Wealth Builders’s IBM IBM Stock Holding History

Quest 10 Wealth Builders’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 		$70.7K Buy
292
+6
+2% +$1.62K 0.06% 171
2025
Q4 		$84.6K Buy
286
+81
+40% +$24.3K 0.08% 143
2025
Q3 		$57.7K Buy
205
+14
+7% +$3.67K 0.05% 170
2025
Q2 		$56.2K Buy
191
+33
+21% +$8.5K 0.05% 171
2025
Q1 		$39.2K Sell
158
-72
-31% -$17.6K 0.04% 194
2024
Q4 		$50.6K Buy
+230
New +$51.2K 0.05% 183

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

Quest 10 Wealth Builders's IBM Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its IBM (IBM) stake by 2.1% in Q1 2026, buying an estimated $1.62K and bringing the position to 292 shares worth $70.7K. The position accounts for 0.06% of the portfolio, ranked #171.

Quest 10 Wealth Builders first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $84.6K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Quest 10 Wealth Builders held 292 shares of IBM worth $70.7K as of Q1 2026.
  • Quest 10 Wealth Builders bought 6 IBM shares in Q1 2026, an estimated $1.62K.
  • IBM made up 0.06% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #171 holding.
  • Quest 10 Wealth Builders first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's IBM position peaked at $84.6K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.