SMART Wealth’s IBM IBM Stock Holding History

SMART Wealth’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	$1.01M	Sell	4,178 -148	-3%	-$40K	0.3%	97
2025 Q4	$1.28M	Sell	4,326 -62	-1%	-$18.6K	0.39%	80
2025 Q3	$1.24M	Sell	4,388 -3,793	-46%	-$993K	0.47%	66
2025 Q2	$2.41M	Buy	8,181 +4,807	+142%	+$1.24M	0.76%	44
2025 Q1	$839K	Sell	3,374 -204	-6%	-$49.9K	0.3%	78
2024 Q4	$787K	Sell	3,578 -265	-7%	-$59K	0.28%	86
2024 Q3	$850K	Sell	3,843 -295	-7%	-$57.8K	0.33%	66
2024 Q2	$716K	Buy	4,138 +244	+6%	+$42.4K	0.29%	64
2024 Q1	$744K	Buy	3,894 +384	+11%	+$70.1K	0.34%	58
2023 Q4	$574K	Buy	3,510 +82	+2%	+$12.4K	0.31%	43
2023 Q3	$481K	Buy	3,428 +11	+0.3%	+$1.56K	0.36%	48
2023 Q2	$457K	Sell	3,417 -31	-0.9%	-$4K	0.35%	50
2023 Q1	$452K	Buy	3,448 +20	+0.6%	+$2.68K	0.4%	46
2022 Q4	$483K	Buy	+3,428	New	+$473K	0.36%	52

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

SMART Wealth's IBM Position: Q1 2026 in Review

SMART Wealth reduced its IBM (IBM) stake by 3.4% in Q1 2026, selling an estimated $40K and leaving 4,178 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #97.

SMART Wealth first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.41M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

SMART Wealth held 4,178 shares of IBM worth $1.01M as of Q1 2026.
SMART Wealth sold 148 IBM shares in Q1 2026, an estimated $40K.
IBM made up 0.3% of SMART Wealth's portfolio in Q1 2026, its #97 holding.
SMART Wealth first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
SMART Wealth's IBM position peaked at $2.41M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.