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Surience Private Wealth’s IBM IBM Stock Holding History

Surience 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
-13,612
Closed -$4.03M – 45
2025
Q4 		$4.03M Buy
+13,612
New +$4.08M 4.33% 11
2024
Q4 		– Sell
-15,730
Closed -$3.48M – 27
2024
Q3 		$3.48M Buy
+15,730
New +$3.08M 3.56% 10
2024
Q2 		– Sell
-20,497
Closed -$3.91M – 33
2024
Q1 		$3.91M Buy
+20,497
New +$3.74M 3.71% 11
2023
Q1 		– Sell
-20,324
Closed -$2.86M – 21
2022
Q4 		$2.86M Sell
20,324
-7,412
-27% -$1.02M 3.8% 12
2022
Q3 		$3.29M Buy
+27,736
New +$3.64M 8.46% 7

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

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

Surience Private Wealth sold out of IBM (IBM) in Q1 2026, closing a stake of 13,612 shares — an estimated $4.03M sold.

Surience Private Wealth first reported a position in IBM in Q3 2022 and held it in 5 quarters. The position peaked at $4.03M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Surience Private Wealth reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Surience Private Wealth sold 13,612 IBM shares in Q1 2026, an estimated $4.03M.
  • Surience Private Wealth first reported a position in IBM in Q3 2022 and held it in 5 quarters.
  • Surience Private Wealth's IBM position peaked at $4.03M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.