Spectrum Wealth Advisory Group’s IBM IBM Stock Holding History

Spectrum Wealth Advisory Group’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	$244K	Buy	1,006 +6	+0.6%	+$1.62K	0.09%	54
2025 Q4	$296K	Hold	1,000	–	–	0.11%	48
2025 Q3	$282K	Hold	1,000	–	–	0.12%	54
2025 Q2	$295K	Hold	1,000	–	–	0.14%	52
2025 Q1	$249K	Hold	1,000	–	–	0.12%	48
2024 Q4	$220K	Hold	1,000	–	–	0.1%	54
2024 Q3	$221K	Buy	+1,000	New	+$196K	0.12%	43
2020 Q4	–	Sell	-2,092	Closed	-$244K	–	41
2020 Q3	$244K	Buy	+2,092	New	+$246K	0.16%	39
2019 Q2	–	Sell	-2,144	Closed	-$289K	–	36
2019 Q1	$289K	Buy	+2,144	New	+$273K	0.45%	26

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

Spectrum Wealth Advisory Group's IBM Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its IBM (IBM) stake by 0.6% in Q1 2026, buying an estimated $1.62K and bringing the position to 1,006 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #54.

Spectrum Wealth Advisory Group first reported a position in IBM in Q1 2019 and has held it in 9 quarters since. The position peaked at $296K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Spectrum Wealth Advisory Group held 1,006 shares of IBM worth $244K as of Q1 2026.
Spectrum Wealth Advisory Group bought 6 IBM shares in Q1 2026, an estimated $1.62K.
IBM made up 0.09% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #54 holding.
Spectrum Wealth Advisory Group first reported a position in IBM in Q1 2019 and has held it in 9 quarters since.
Spectrum Wealth Advisory Group's IBM position peaked at $296K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.