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Regal Investment Advisors’s IBM IBM Stock Holding History

Regal Investment Advisors’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 		$8.38M Buy
34,581
+1,937
+6% +$524K 0.48% 50
2025
Q4 		$9.67M Buy
32,644
+2,809
+9% +$841K 0.58% 34
2025
Q3 		$8.42M Buy
29,835
+6,707
+29% +$1.76M 0.55% 44
2025
Q2 		$6.82M Buy
23,128
+2,337
+11% +$602K 0.51% 51
2025
Q1 		$5.17M Sell
20,791
-1,902
-8% -$465K 0.42% 67
2024
Q4 		$4.99M Buy
22,693
+485
+2% +$108K 0.37% 74
2024
Q3 		$4.91M Buy
22,208
+3,270
+17% +$641K 0.34% 90
2024
Q2 		$3.28M Buy
18,938
+393
+2% +$68.3K 0.21% 130
2024
Q1 		$3.54M Buy
18,545
+90
+0.5% +$16.4K 0.24% 120
2023
Q4 		$3.02M Buy
18,455
+1,018
+6% +$154K 0.23% 125
2023
Q3 		$2.45M Buy
17,437
+2,311
+15% +$329K 0.21% 134
2023
Q2 		$2.02M Buy
15,126
+705
+5% +$91K 0.17% 141
2023
Q1 		$1.89M Sell
14,421
-9,442
-40% -$1.26M 0.17% 146
2022
Q4 		$3.36M Buy
23,863
+1,103
+5% +$152K 0.33% 88
2022
Q3 		$2.7M Buy
22,760
+5,223
+30% +$685K 0.29% 94
2022
Q2 		$2.48M Buy
17,537
+624
+4% +$84.2K 0.26% 103
2022
Q1 		$2.2M Buy
16,913
+1,952
+13% +$255K 0.2% 117
2021
Q4 		$2M Sell
14,961
-37
-0.2% -$4.64K 0.18% 126
2021
Q3 		$1.99M Sell
14,998
-328
-2% -$43.8K 0.19% 126
2021
Q2 		$2.15M Buy
+15,326
New +$2.1M 0.22% 119
2021
Q1 		– Sell
-13,230
Closed -$1.59M – 213
2020
Q4 		$1.59M Buy
+13,230
New +$1.53M 0.18% 134
2020
Q3 		– Sell
-6,112
Closed -$706K – 117
2020
Q2 		$706K Buy
+6,112
New +$710K 0.13% 150
2020
Q1 		– Sell
-4,555
Closed -$584K – 156
2019
Q4 		$584K Buy
4,555
+425
+10% +$55.2K 0.11% 181
2019
Q3 		$574K Buy
4,130
+16
+0.4% +$2.16K 0.11% 178
2019
Q2 		$542K Buy
4,114
+1,695
+70% +$223K 0.11% 183
2019
Q1 		$326K Buy
+2,419
New +$308K 0.07% 235
2017
Q4 		– Sell
-1,561
Closed -$216K – 297
2017
Q3 		$216K Buy
1,561
+52
+3% +$7.24K 0.05% 257
2017
Q2 		$222K Buy
1,509
+105
+7% +$15.8K 0.06% 239
2017
Q1 		$234K Buy
+1,404
New +$235K 0.06% 234
2016
Q4 		– Sell
-2,523
Closed -$383K – 257
2016
Q3 		$383K Buy
2,523
+360
+17% +$54.6K 0.11% 179
2016
Q2 		$314K Sell
2,163
-39
-2% -$5.58K 0.09% 195
2016
Q1 		$319K Sell
2,202
-514
-19% -$65.7K 0.09% 192
2015
Q4 		$357K Sell
2,716
-18,224
-87% -$2.45M 0.09% 183
2015
Q3 		$2.9M Buy
20,940
+2,768
+15% +$409K 0.75% 39
2015
Q2 		$2.83M Buy
18,172
+1,283
+8% +$206K 0.76% 43
2015
Q1 		$2.59M Buy
16,889
+2,553
+18% +$387K 0.64% 56
2014
Q4 		$2.2M Buy
14,336
+537
+4% +$85.4K 0.59% 59
2014
Q3 		$2.5M Buy
13,799
+371
+3% +$67.6K 0.76% 41
2014
Q2 		$2.33M Buy
13,428
+12,487
+1,327% +$2.25M 0.83% 35
2014
Q1 		$173K Buy
941
+328
+54% +$57.7K 0.07% 200
2013
Q4 		$110K Buy
613
+394
+180% +$67.9K 0.06% 198
2013
Q3 		$39K Sell
219
-39
-15% -$7.09K 0.02% 332
2013
Q2 		$47K Buy
+258
New +$50.2K 0.03% 300

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

Regal Investment Advisors's IBM Position: Q1 2026 in Review

Regal Investment Advisors increased its IBM (IBM) stake by 5.9% in Q1 2026, buying an estimated $524K and bringing the position to 34,581 shares worth $8.38M. The position accounts for 0.48% of the portfolio, ranked #50.

Regal Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 43 quarters since. The position peaked at $9.67M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Regal Investment Advisors held 34,581 shares of IBM worth $8.38M as of Q1 2026.
  • Regal Investment Advisors bought 1,937 IBM shares in Q1 2026, an estimated $524K.
  • IBM made up 0.48% of Regal Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Regal Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 43 quarters since.
  • Regal Investment Advisors's IBM position peaked at $9.67M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.