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SFMG Wealth Advisors’s IBM IBM Stock Holding History

SFMG Wealth 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 		$1.18M Buy
4,866
+183
+4% +$49.5K 0.08% 105
2025
Q4 		$1.39M Buy
4,683
+16
+0.3% +$4.79K 0.09% 91
2025
Q3 		$1.32M Hold
4,667
– – 0.09% 92
2025
Q2 		$1.38M Buy
4,667
+1
+0% +$258 0.1% 88
2025
Q1 		$1.16M Buy
4,666
+13
+0.3% +$3.18K 0.09% 95
2024
Q4 		$1.02M Sell
4,653
-2
-0% -$445 0.08% 99
2024
Q3 		$1.03M Sell
4,655
-27
-0.6% -$5.29K 0.08% 93
2024
Q2 		$810K Sell
4,682
-242
-5% -$42K 0.07% 102
2024
Q1 		$940K Buy
4,924
+39
+0.8% +$7.12K 0.08% 93
2023
Q4 		$799K Sell
4,885
-166
-3% -$25.1K 0.07% 99
2023
Q3 		$709K Sell
5,051
-545
-10% -$77.5K 0.07% 101
2023
Q2 		$749K Buy
5,596
+147
+3% +$19K 0.08% 101
2023
Q1 		$714K Sell
5,449
-398
-7% -$53.2K 0.08% 104
2022
Q4 		$824K Sell
5,847
-60
-1% -$8.28K 0.09% 99
2022
Q3 		$694K Buy
5,907
+17
+0.3% +$2.23K 0.08% 101
2022
Q2 		$832K Buy
5,890
+585
+11% +$79K 0.1% 94
2022
Q1 		$690K Sell
5,305
-99
-2% -$12.9K 0.07% 114
2021
Q4 		$722K Buy
5,404
+844
+19% +$106K 0.07% 121
2021
Q3 		$606K Buy
4,560
+594
+15% +$79.4K 0.07% 123
2021
Q2 		$556K Buy
3,966
+30
+0.8% +$4.1K 0.06% 139
2021
Q1 		$502K Sell
3,936
-135
-3% -$16.2K 0.06% 140
2020
Q4 		$490K Buy
4,071
+167
+4% +$19.3K 0.06% 128
2020
Q3 		$454K Buy
3,904
+1,174
+43% +$138K 0.06% 115
2020
Q2 		$315K Sell
2,730
-122
-4% -$14.2K 0.04% 119
2020
Q1 		$302K Sell
2,852
-172
-6% -$21.8K 0.05% 96
2019
Q4 		$387K Buy
3,024
+42
+1% +$5.46K 0.05% 115
2019
Q3 		$415K Sell
2,982
-470
-14% -$63.4K 0.06% 100
2019
Q2 		$500K Sell
3,452
-771
-18% -$101K 0.07% 90
2019
Q1 		$570K Buy
4,223
+1,790
+74% +$228K 0.08% 69
2018
Q4 		$264K Sell
2,433
-23
-0.9% -$2.76K 0.04% 112
2018
Q3 		$272K Buy
+2,456
New +$343K 0.04% 106
2018
Q2 		– Sell
-1,500
Closed -$220K – 160
2018
Q1 		$220K Buy
1,500
+117
+8% +$17.7K 0.04% 130
2017
Q4 		$203K Buy
+1,383
New +$201K 0.03% 136
2017
Q3 		– Sell
-1,361
Closed -$200K – 129
2017
Q2 		$200K Buy
1,361
+72
+6% +$10.9K 0.04% 117
2017
Q1 		$215K Sell
1,289
-119
-8% -$20K 0.04% 110
2016
Q4 		$223K Hold
1,408
– – 0.05% 106
2016
Q3 		$214K Hold
1,408
– – 0.05% 105
2016
Q2 		$204K Buy
+1,408
New +$202K 0.05% 101
2015
Q4 		– Sell
-1,621
Closed -$225K – 116
2015
Q3 		$225K Sell
1,621
-27
-2% -$3.99K 0.05% 104
2015
Q2 		$256K Sell
1,648
-2,103
-56% -$338K 0.06% 92
2015
Q1 		$576K Buy
3,751
+2,066
+123% +$313K 0.05% 86
2014
Q4 		$259K Sell
1,685
-277
-14% -$44.1K 0.06% 98
2014
Q3 		$356K Buy
1,962
+195
+11% +$35.5K 0.11% 53
2014
Q2 		$306K Buy
1,767
+1
+0.1% +$180 0.11% 60
2014
Q1 		$325K Buy
1,766
+1
+0.1% +$176 0.11% 52
2013
Q4 		$316K Buy
1,765
+205
+13% +$35.4K 0.11% 49
2013
Q3 		$276K Hold
1,560
– – 0.11% 52
2013
Q2 		$285K Buy
+1,560
New +$304K 0.11% 53

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

SFMG Wealth Advisors's IBM Position: Q1 2026 in Review

SFMG Wealth Advisors increased its IBM (IBM) stake by 3.9% in Q1 2026, buying an estimated $49.5K and bringing the position to 4,866 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #105.

SFMG Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.39M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • SFMG Wealth Advisors held 4,866 shares of IBM worth $1.18M as of Q1 2026.
  • SFMG Wealth Advisors bought 183 IBM shares in Q1 2026, an estimated $49.5K.
  • IBM made up 0.08% of SFMG Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • SFMG Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 48 quarters since.
  • SFMG Wealth Advisors's IBM position peaked at $1.39M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.