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Resolute Wealth Strategies’s IBM IBM Stock Holding History

Resolute Wealth Strategies’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 		$487K Buy
2,008
+364
+22% +$98.5K 0.21% 65
2025
Q4 		$487K Buy
1,644
+21
+1% +$6.29K 0.21% 63
2025
Q3 		$458K Sell
1,623
-26
-2% -$6.81K 0.21% 64
2025
Q2 		$486K Buy
1,649
+5
+0.3% +$1.29K 0.26% 57
2025
Q1 		$409K Buy
1,644
+21
+1% +$5.14K 0.23% 68
2024
Q4 		$357K Hold
1,623
– – 0.18% 68
2024
Q3 		$359K Hold
1,623
– – 0.19% 71
2024
Q2 		$281K Hold
1,623
– – 0.16% 75
2024
Q1 		$310K Hold
1,623
– – 0.19% 72
2023
Q4 		$265K Hold
1,623
– – 0.18% 73
2023
Q3 		$228K Hold
1,623
– – 0.17% 76
2023
Q2 		$217K Sell
1,623
-207
-11% -$26.7K 0.17% 84
2023
Q1 		$240K Buy
+1,830
New +$245K 0.2% 74

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

Resolute Wealth Strategies's IBM Position: Q1 2026 in Review

Resolute Wealth Strategies increased its IBM (IBM) stake by 22% in Q1 2026, buying an estimated $98.5K and bringing the position to 2,008 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #65.

Resolute Wealth Strategies first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $487K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Resolute Wealth Strategies held 2,008 shares of IBM worth $487K as of Q1 2026.
  • Resolute Wealth Strategies bought 364 IBM shares in Q1 2026, an estimated $98.5K.
  • IBM made up 0.21% of Resolute Wealth Strategies's portfolio in Q1 2026, its #65 holding.
  • Resolute Wealth Strategies first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
  • Resolute Wealth Strategies's IBM position peaked at $487K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.