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Soltis Investment Advisors’s IBM IBM Stock Holding History

Soltis Investment 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 		$1.74M Buy
7,188
+1,471
+26% +$398K 0.11% 160
2025
Q4 		$1.69M Sell
5,717
-1,237
-18% -$370K 0.11% 157
2025
Q3 		$1.96M Buy
6,954
+1,789
+35% +$468K 0.14% 140
2025
Q2 		$1.52M Buy
5,165
+1,544
+43% +$398K 0.12% 148
2025
Q1 		$900K Sell
3,621
-83
-2% -$20.3K 0.08% 174
2024
Q4 		$814K Buy
3,704
+614
+20% +$137K 0.08% 186
2024
Q3 		$683K Sell
3,090
-330
-10% -$64.7K 0.07% 189
2024
Q2 		$591K Buy
3,420
+93
+3% +$16.2K 0.06% 194
2024
Q1 		$635K Sell
3,327
-607
-15% -$111K 0.07% 178
2023
Q4 		$643K Sell
3,934
-28,797
-88% -$4.35M 0.07% 167
2023
Q3 		$4.59M Sell
32,731
-17,466
-35% -$2.49M 0.59% 55
2023
Q2 		$6.72M Buy
50,197
+7,840
+19% +$1.01M 0.78% 23
2023
Q1 		$5.55M Buy
42,357
+4,393
+12% +$588K 0.71% 31
2022
Q4 		$5.35M Sell
37,964
-5,554
-13% -$766K 0.7% 33
2022
Q3 		$5.17M Buy
43,518
+9,610
+28% +$1.26M 0.78% 28
2022
Q2 		$4.79M Buy
33,908
+6,828
+25% +$922K 0.7% 31
2022
Q1 		$3.52M Buy
27,080
+5,627
+26% +$734K 0.49% 45
2021
Q4 		$2.87M Buy
21,453
+6,341
+42% +$795K 0.4% 52
2021
Q3 		$2.01M Buy
15,112
+599
+4% +$80.1K 0.31% 65
2021
Q2 		$2.03M Buy
14,513
+1,662
+13% +$227K 0.32% 66
2021
Q1 		$1.64M Buy
12,851
+2,570
+25% +$308K 0.3% 66
2020
Q4 		$1.24M Buy
10,281
+4,102
+66% +$474K 0.23% 77
2020
Q3 		$719K Buy
6,179
+673
+12% +$79.2K 0.17% 104
2020
Q2 		$636K Buy
5,506
+1,347
+32% +$156K 0.16% 97
2020
Q1 		$441K Buy
+4,159
New +$526K 0.14% 85

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

Soltis Investment Advisors's IBM Position: Q1 2026 in Review

Soltis Investment Advisors increased its IBM (IBM) stake by 26% in Q1 2026, buying an estimated $398K and bringing the position to 7,188 shares worth $1.74M. The position accounts for 0.11% of the portfolio, ranked #160.

Soltis Investment Advisors first reported a position in IBM in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.72M in Q2 2023. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Soltis Investment Advisors held 7,188 shares of IBM worth $1.74M as of Q1 2026.
  • Soltis Investment Advisors bought 1,471 IBM shares in Q1 2026, an estimated $398K.
  • IBM made up 0.11% of Soltis Investment Advisors's portfolio in Q1 2026, its #160 holding.
  • Soltis Investment Advisors first reported a position in IBM in Q1 2020 and has held it in 25 quarters since.
  • Soltis Investment Advisors's IBM position peaked at $6.72M in Q2 2023.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.