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Redwood Wealth Management Group’s IBM IBM Stock Holding History

Redwood Wealth Management Group’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 		$4.62M Sell
19,052
-84
-0.4% -$22.7K 1.99% 8
2025
Q4 		$5.67M Sell
19,136
-247
-1% -$74K 2.37% 7
2025
Q3 		$5.47M Buy
19,383
+381
+2% +$99.7K 2.32% 7
2025
Q2 		$5.6M Sell
19,002
-35
-0.2% -$9.02K 2.52% 5
2025
Q1 		$4.73M Sell
19,037
-254
-1% -$62.1K 2.41% 3
2024
Q4 		$4.24M Sell
19,291
-169
-0.9% -$37.6K 2.06% 6
2024
Q3 		$4.3M Sell
19,460
-530
-3% -$104K 2.13% 5
2024
Q2 		$3.46M Buy
19,990
+16
+0.1% +$2.78K 2.6% 4
2024
Q1 		$3.81M Sell
19,974
-511
-2% -$93.2K 4.04% 2
2023
Q4 		$3.35M Sell
20,485
-258
-1% -$39K 3.71% 3
2023
Q3 		$2.91M Buy
20,743
+2
+0% +$285 3.4% 4
2023
Q2 		$2.78M Buy
20,741
+339
+2% +$43.8K 3.08% 4
2023
Q1 		$2.67M Buy
20,402
+445
+2% +$59.5K 3.03% 4
2022
Q4 		$2.81M Buy
+19,957
New +$2.75M 3.51% 2

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

Redwood Wealth Management Group's IBM Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its IBM (IBM) stake by 0.44% in Q1 2026, selling an estimated $22.7K and leaving 19,052 shares worth $4.62M. The position accounts for 1.99% of the portfolio, ranked #8.

Redwood Wealth Management Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.67M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Redwood Wealth Management Group held 19,052 shares of IBM worth $4.62M as of Q1 2026.
  • Redwood Wealth Management Group sold 84 IBM shares in Q1 2026, an estimated $22.7K.
  • IBM made up 1.99% of Redwood Wealth Management Group's portfolio in Q1 2026, its #8 holding.
  • Redwood Wealth Management Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's IBM position peaked at $5.67M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.