Seed Wealth Management’s IBM IBM Stock Holding History

Seed Wealth Management’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	–	Sell	-744	Closed	-$220K	–	101
2025 Q4	$220K	Sell	744 -45	-6%	-$13.5K	0.15%	91
2025 Q3	$223K	Sell	789 -916	-54%	-$240K	0.15%	100
2025 Q2	$503K	Buy	1,705 +26	+2%	+$6.7K	0.37%	67
2025 Q1	$418K	Hold	1,679	–	–	0.34%	78
2024 Q4	$369K	Hold	1,679	–	–	0.3%	86
2024 Q3	$371K	Hold	1,679	–	–	0.3%	86
2024 Q2	$290K	Buy	1,679 +175	+12%	+$30.4K	0.25%	99
2024 Q1	$286K	Hold	1,504	–	–	0.27%	96
2023 Q4	$243K	Hold	1,504	–	–	0.25%	110
2023 Q3	$211K	Hold	1,504	–	–	0.24%	124
2023 Q2	$201K	Buy	+1,504	New	+$194K	0.21%	135
2023 Q1	–	Sell	-1,504	Closed	-$212K	–	133
2022 Q4	$212K	Buy	+1,504	New	+$207K	0.24%	119

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seed Wealth Management's IBM Position: Q1 2026 in Review

Seed Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 744 shares — an estimated $220K sold.

Seed Wealth Management first reported a position in IBM in Q4 2022 and held it in 12 quarters. The position peaked at $503K in Q2 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Seed Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Seed Wealth Management sold 744 IBM shares in Q1 2026, an estimated $220K.
Seed Wealth Management first reported a position in IBM in Q4 2022 and held it in 12 quarters.
Seed Wealth Management's IBM position peaked at $503K in Q2 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.