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Semus Wealth Partners’s IBM IBM Stock Holding History

Semus 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 		$244K Buy
1,009
+252
+33% +$68.2K 0.14% 94
2025
Q4 		$224K Buy
757
+2
+0.3% +$599 0.12% 98
2025
Q3 		$213K Buy
+755
New +$198K 0.12% 104
2024
Q1 		– Sell
-1,268
Closed -$207K – 135
2023
Q4 		$207K Buy
+1,268
New +$192K 0.17% 122

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

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

Semus Wealth Partners increased its IBM (IBM) stake by 33% in Q1 2026, buying an estimated $68.2K and bringing the position to 1,009 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #94.

Semus Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Semus Wealth Partners held 1,009 shares of IBM worth $244K as of Q1 2026.
  • Semus Wealth Partners bought 252 IBM shares in Q1 2026, an estimated $68.2K.
  • IBM made up 0.14% of Semus Wealth Partners's portfolio in Q1 2026, its #94 holding.
  • Semus Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.