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Stone Summit Wealth’s IBM IBM Stock Holding History

Stone Summit 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 		$411K Sell
1,696
-75
-4% -$20.3K 0.11% 101
2025
Q4 		$525K Buy
1,771
+125
+8% +$37.4K 0.14% 97
2025
Q3 		$464K Sell
1,646
-350
-18% -$91.6K 0.13% 103
2025
Q2 		$588K Buy
1,996
+400
+25% +$103K 0.18% 89
2025
Q1 		$397K Buy
1,596
+150
+10% +$36.7K 0.13% 111
2024
Q4 		$318K Buy
1,446
+253
+21% +$56.3K 0.11% 119
2024
Q3 		$264K Hold
1,193
– – 0.09% 132
2024
Q2 		$206K Buy
1,193
+50
+4% +$8.69K 0.07% 135
2024
Q1 		$218K Buy
+1,143
New +$209K 0.08% 136

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

Stone Summit Wealth's IBM Position: Q1 2026 in Review

Stone Summit Wealth reduced its IBM (IBM) stake by 4.2% in Q1 2026, selling an estimated $20.3K and leaving 1,696 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #101.

Stone Summit Wealth first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $588K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stone Summit Wealth held 1,696 shares of IBM worth $411K as of Q1 2026.
  • Stone Summit Wealth sold 75 IBM shares in Q1 2026, an estimated $20.3K.
  • IBM made up 0.11% of Stone Summit Wealth's portfolio in Q1 2026, its #101 holding.
  • Stone Summit Wealth first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Stone Summit Wealth's IBM position peaked at $588K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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