SSWM
IBM icon

Smith Salley Wealth Management’s IBM IBM Stock Holding History

Smith Salley 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 		$5.92M Buy
24,426
+1,999
+9% +$541K 0.3% 67
2025
Q4 		$6.64M Buy
22,427
+8,305
+59% +$2.49M 0.33% 64
2025
Q3 		$3.98M Buy
14,122
+65
+0.5% +$17K 0.21% 77
2025
Q2 		$4.14M Sell
14,057
-290
-2% -$74.7K 0.24% 72
2025
Q1 		$3.57M Buy
14,347
+5,053
+54% +$1.24M 0.23% 73
2024
Q4 		$2.04M Buy
9,294
+121
+1% +$26.9K 0.13% 104
2024
Q3 		$2.03M Buy
9,173
+191
+2% +$37.5K 0.13% 106
2024
Q2 		$1.55M Buy
8,982
+160
+2% +$27.8K 0.11% 108
2024
Q1 		$1.68M Buy
8,822
+5,707
+183% +$1.04M 0.13% 103
2023
Q4 		$509K Sell
3,115
-471
-13% -$71.2K 0.03% 177
2023
Q3 		$503K Buy
3,586
+806
+29% +$115K 0.04% 173
2023
Q2 		$372K Sell
2,780
-801
-22% -$103K 0.03% 184
2023
Q1 		$469K Buy
3,581
+1,253
+54% +$168K 0.04% 177
2022
Q4 		$328K Hold
2,328
– – 0.03% 186
2022
Q3 		$277K Sell
2,328
-54
-2% -$7.09K 0.03% 193
2022
Q2 		$336K Sell
2,382
-113
-5% -$15.3K 0.03% 186
2022
Q1 		$324K Sell
2,495
-25
-1% -$3.26K 0.02% 200
2021
Q4 		$337K Sell
2,520
-560
-18% -$70.2K 0.02% 206
2021
Q3 		$409K Sell
3,080
-356
-10% -$47.6K 0.03% 194
2021
Q2 		$482K Buy
3,436
+669
+24% +$91.5K 0.04% 185
2021
Q1 		$352K Sell
2,767
-89
-3% -$10.7K 0.03% 198
2020
Q4 		$344K Buy
2,856
+9
+0.3% +$1.04K 0.03% 181
2020
Q3 		$331K Sell
2,847
-298
-9% -$35.1K 0.04% 156
2020
Q2 		$363K Buy
+3,145
New +$365K 0.05% 144
2020
Q1 		– Sell
-32,280
Closed -$4.14M – 192
2019
Q4 		$4.14M Sell
32,280
-1,756
-5% -$228K 0.55% 57
2019
Q3 		$4.73M Buy
34,036
+1,220
+4% +$165K 0.67% 49
2019
Q2 		$4.33M Buy
32,816
+404
+1% +$53.1K 0.65% 51
2019
Q1 		$4.37M Buy
32,412
+10,823
+50% +$1.38M 0.7% 53
2018
Q4 		$2.35M Sell
21,589
-7,263
-25% -$872K 0.43% 72
2018
Q3 		$4.17M Sell
28,852
-1,427
-5% -$199K 0.66% 54
2018
Q2 		$4.04M Buy
30,279
+354
+1% +$49.4K 0.69% 53
2018
Q1 		$4.39M Buy
29,925
+13,706
+85% +$2.07M 0.79% 48
2017
Q4 		$2.38M Buy
16,219
+12,653
+355% +$1.84M 0.43% 73
2017
Q3 		$495K Sell
3,566
-1,383
-28% -$193K 0.09% 116
2017
Q2 		$728K Hold
4,949
– – 0.15% 105
2017
Q1 		$824K Sell
4,949
-1
-0% -$168 0.17% 102
2016
Q4 		$785K Buy
4,950
+49
+1% +$7.46K 0.16% 99
2016
Q3 		$744K Sell
4,901
-339
-6% -$51.4K 0.17% 98
2016
Q2 		$761K Buy
5,240
+399
+8% +$57.1K 0.18% 99
2016
Q1 		$701K Sell
4,841
-223
-4% -$28.5K 0.18% 101
2015
Q4 		$666K Sell
5,064
-328
-6% -$44.1K 0.17% 110
2015
Q3 		$748K Sell
5,392
-67
-1% -$9.89K 0.2% 100
2015
Q2 		$849K Sell
5,459
-825
-13% -$133K 0.22% 99
2015
Q1 		$964K Sell
6,284
-59
-0.9% -$8.95K 0.25% 99
2014
Q4 		$973K Sell
6,343
-337
-5% -$53.6K 0.25% 100
2014
Q3 		$1.21M Sell
6,680
-411
-6% -$74.9K 0.32% 93
2014
Q2 		$1.23M Buy
7,091
+1,819
+35% +$327K 0.33% 93
2014
Q1 		$970K Buy
5,272
+637
+14% +$112K 0.61% 52
2013
Q4 		$831K Buy
4,635
+21
+0.5% +$3.62K 0.54% 50
2013
Q3 		$817K Buy
4,614
+103
+2% +$18.7K 0.66% 46
2013
Q2 		$824K Buy
+4,511
New +$878K 0.66% 50

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

Smith Salley Wealth Management's IBM Position: Q1 2026 in Review

Smith Salley Wealth Management increased its IBM (IBM) stake by 8.9% in Q1 2026, buying an estimated $541K and bringing the position to 24,426 shares worth $5.92M. The position accounts for 0.3% of the portfolio, ranked #67.

Smith Salley Wealth Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.64M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Smith Salley Wealth Management held 24,426 shares of IBM worth $5.92M as of Q1 2026.
  • Smith Salley Wealth Management bought 1,999 IBM shares in Q1 2026, an estimated $541K.
  • IBM made up 0.3% of Smith Salley Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Smith Salley Wealth Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • Smith Salley Wealth Management's IBM position peaked at $6.64M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.