Summit Wealth Group’s IBM IBM Stock Holding History

Summit Wealth 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	$258K	Sell	1,064 -23	-2%	-$6.22K	0.06%	109
2025 Q4	$322K	Buy	1,087 +72	+7%	+$21.6K	0.08%	92
2025 Q3	$286K	Sell	1,015 -6	-0.6%	-$1.57K	0.07%	92
2025 Q2	$301K	Sell	1,021 -6	-0.6%	-$1.55K	0.08%	90
2025 Q1	$255K	Buy	1,027 +13	+1%	+$3.18K	0.07%	88
2024 Q4	$223K	Buy	1,014 +3	+0.3%	+$668	0.06%	95
2024 Q3	$223K	Buy	+1,011	New	+$198K	0.06%	92
2023 Q2	–	Sell	-81,134	Closed	-$1K	–	160
2023 Q1	$1K	Buy	+81,134	New	+$10.9M	0.02%	122

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

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

Summit Wealth Group reduced its IBM (IBM) stake by 2.1% in Q1 2026, selling an estimated $6.22K and leaving 1,064 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #109.

Summit Wealth Group first reported a position in IBM in Q1 2023 and has held it in 8 quarters since. The position peaked at $322K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Summit Wealth Group held 1,064 shares of IBM worth $258K as of Q1 2026.
Summit Wealth Group sold 23 IBM shares in Q1 2026, an estimated $6.22K.
IBM made up 0.06% of Summit Wealth Group's portfolio in Q1 2026, its #109 holding.
Summit Wealth Group first reported a position in IBM in Q1 2023 and has held it in 8 quarters since.
Summit Wealth Group's IBM position peaked at $322K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.