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Quotient Wealth Partners’s IBM IBM Stock Holding History

Quotient Wealth Partners’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 		$1.32M Sell
5,430
-273
-5% -$73.9K 0.03% 102
2025
Q4 		$1.69M Buy
5,703
+214
+4% +$64.1K 0.05% 93
2025
Q3 		$1.55M Sell
5,489
-189
-3% -$49.5K 0.04% 93
2025
Q2 		$1.67M Buy
5,678
+810
+17% +$209K 0.05% 87
2025
Q1 		$1.21M Buy
4,868
+767
+19% +$188K 0.04% 98
2024
Q4 		$902K Buy
4,101
+119
+3% +$26.5K 0.03% 113
2024
Q3 		$880K Buy
3,982
+181
+5% +$35.5K 0.03% 120
2024
Q2 		$657K Buy
3,801
+69
+2% +$12K 0.02% 142
2024
Q1 		$713K Buy
3,732
+312
+9% +$56.9K 0.03% 138
2023
Q4 		$559K Buy
+3,420
New +$517K 0.02% 160

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

Quotient Wealth Partners's IBM Position: Q1 2026 in Review

Quotient Wealth Partners reduced its IBM (IBM) stake by 4.8% in Q1 2026, selling an estimated $73.9K and leaving 5,430 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #102.

Quotient Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Quotient Wealth Partners held 5,430 shares of IBM worth $1.32M as of Q1 2026.
  • Quotient Wealth Partners sold 273 IBM shares in Q1 2026, an estimated $73.9K.
  • IBM made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #102 holding.
  • Quotient Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's IBM position peaked at $1.69M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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