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Sonoma Private Wealth’s IBM IBM Stock Holding History

Sonoma Private 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 		– Sell
-958
Closed -$284K – 71
2025
Q4 		$284K Hold
958
– – 0.34% 62
2025
Q3 		$270K Buy
958
+28
+3% +$7.33K 0.32% 63
2025
Q2 		$274K Sell
930
-38
-4% -$9.79K 0.34% 66
2025
Q1 		$241K Sell
968
-222
-19% -$54.3K 0.33% 64
2024
Q4 		$262K Sell
1,190
-248
-17% -$55.2K 0.42% 70
2024
Q3 		$318K Sell
1,438
-87
-6% -$17.1K 0.5% 72
2024
Q2 		$264K Hold
1,525
– – 0.43% 73
2024
Q1 		$291K Buy
1,525
+20
+1% +$3.65K 0.47% 73
2023
Q4 		$246K Sell
1,505
-758
-33% -$115K 0.41% 71
2023
Q3 		$317K Buy
2,263
+8
+0.4% +$1.14K 0.58% 59
2023
Q2 		$302K Buy
2,255
+145
+7% +$18.7K 0.53% 66
2023
Q1 		$277K Sell
2,110
-541
-20% -$72.4K 0.55% 60
2022
Q4 		$374K Buy
+2,651
New +$366K 0.83% 43

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

Sonoma Private Wealth's IBM Position: Q1 2026 in Review

Sonoma Private Wealth sold out of IBM (IBM) in Q1 2026, closing a stake of 958 shares — an estimated $284K sold.

Sonoma Private Wealth first reported a position in IBM in Q4 2022 and held it in 13 quarters. The position peaked at $374K in Q4 2022. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sonoma Private Wealth reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Sonoma Private Wealth sold 958 IBM shares in Q1 2026, an estimated $284K.
  • Sonoma Private Wealth first reported a position in IBM in Q4 2022 and held it in 13 quarters.
  • Sonoma Private Wealth's IBM position peaked at $374K in Q4 2022.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.