Stonehaven Wealth & Tax Solutions’s IBM IBM Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-696	Closed	-$206K	–	90
2025 Q4	$206K	Buy	+696	New	+$208K	0.19%	78

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

Stonehaven Wealth & Tax Solutions's IBM Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of IBM (IBM) in Q1 2026, closing a stake of 696 shares — an estimated $206K sold.

Stonehaven Wealth & Tax Solutions first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 696 IBM shares in Q1 2026, an estimated $206K.
Stonehaven Wealth & Tax Solutions first reported a position in IBM in Q4 2025 and held it in 1 quarter.
Stonehaven Wealth & Tax Solutions's IBM position peaked at $206K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.