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Ridgecrest Wealth Partners’s IBM IBM Stock Holding History

Ridgecrest 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 		$1.62M Buy
6,663
+206
+3% +$55.7K 0.89% 27
2025
Q4 		$1.91M Sell
6,457
-3,394
-34% -$1.02M 1.04% 22
2025
Q3 		$2.78M Buy
9,851
+55
+0.6% +$14.4K 1.26% 15
2025
Q2 		$2.89M Buy
9,796
+200
+2% +$51.5K 1.52% 15
2025
Q1 		$2.39M Buy
9,596
+45
+0.5% +$11K 1.25% 17
2024
Q4 		$2.1M Buy
9,551
+6
+0.1% +$1.34K 1.14% 16
2024
Q3 		$2.11M Buy
9,545
+119
+1% +$23.3K 1.1% 20
2024
Q2 		$1.63M Hold
9,426
– – 0.98% 22
2024
Q1 		$1.8M Sell
9,426
-200
-2% -$36.5K 1.07% 22
2023
Q4 		$1.57M Hold
9,626
– – 1.04% 22
2023
Q3 		$1.35M Hold
9,626
– – 0.95% 26
2023
Q2 		$1.29M Hold
9,626
– – 0.85% 26
2023
Q1 		$1.26M Sell
9,626
-204
-2% -$27.3K 0.9% 27
2022
Q4 		$1.38M Hold
9,830
– – 1.05% 23
2022
Q3 		$1.17M Sell
9,830
-3,690
-27% -$484K 0.95% 25
2022
Q2 		$1.91M Sell
13,520
-100
-0.7% -$13.5K 1.39% 18
2022
Q1 		$1.77M Sell
13,620
-300
-2% -$39.1K 1.12% 23
2021
Q4 		$1.86M Buy
13,920
+1,983
+17% +$249K 0.91% 27
2021
Q3 		$1.58M Buy
11,937
+366
+3% +$48.9K 0.86% 29
2021
Q2 		$1.62M Sell
11,571
-567
-5% -$77.5K 1.01% 28
2021
Q1 		$1.55M Buy
+12,138
New +$1.45M 1.47% 21

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

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

Ridgecrest Wealth Partners increased its IBM (IBM) stake by 3.2% in Q1 2026, buying an estimated $55.7K and bringing the position to 6,663 shares worth $1.62M. The position accounts for 0.89% of the portfolio, ranked #27.

Ridgecrest Wealth Partners first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.89M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ridgecrest Wealth Partners held 6,663 shares of IBM worth $1.62M as of Q1 2026.
  • Ridgecrest Wealth Partners bought 206 IBM shares in Q1 2026, an estimated $55.7K.
  • IBM made up 0.89% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Ridgecrest Wealth Partners first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's IBM position peaked at $2.89M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.