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TD Private Client Wealth’s IBM IBM Stock Holding History

TD Private Client 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 		$4.33M Buy
17,873
+913
+5% +$247K 0.09% 142
2025
Q4 		$5.02M Sell
16,960
-852
-5% -$255K 0.11% 126
2025
Q3 		$5.03M Buy
17,812
+1,367
+8% +$358K 0.11% 126
2025
Q2 		$4.85M Buy
16,445
+354
+2% +$91.2K 0.12% 128
2025
Q1 		$4M Sell
16,091
-1,555
-9% -$380K 0.11% 130
2024
Q4 		$3.88M Sell
17,646
-289
-2% -$64.4K 0.11% 137
2024
Q3 		$3.97M Buy
17,935
+3
+0% +$588 0.11% 132
2024
Q2 		$3.1M Buy
17,932
+1,487
+9% +$258K 0.1% 149
2024
Q1 		$3.14M Sell
16,445
-391
-2% -$71.3K 0.1% 154
2023
Q4 		$2.75M Buy
16,836
+412
+3% +$62.3K 0.1% 170
2023
Q3 		$2.3M Sell
16,424
-793
-5% -$113K 0.1% 181
2023
Q2 		$2.3M Buy
17,217
+7,057
+69% +$911K 0.1% 200
2023
Q1 		$1.33M Sell
10,160
-72
-0.7% -$9.63K 0.06% 279
2022
Q4 		$1.44M Sell
10,232
-151
-1% -$20.8K 0.07% 264
2022
Q3 		$1.23M Buy
10,383
+24
+0.2% +$3.15K 0.06% 271
2022
Q2 		$1.46M Buy
10,359
+203
+2% +$27.4K 0.07% 255
2022
Q1 		$1.32M Buy
10,156
+1,288
+15% +$168K 0.06% 294
2021
Q4 		$1.19M Sell
8,868
-14,296
-62% -$1.79M 0.05% 315
2021
Q3 		$3.08M Sell
23,164
-5,392
-19% -$721K 0.13% 174
2021
Q2 		$4M Sell
28,556
-388
-1% -$53.1K 0.17% 137
2021
Q1 		$3.69M Sell
28,944
-2,802
-9% -$335K 0.17% 143
2020
Q4 		$3.82M Sell
31,746
-302
-0.9% -$34.9K 0.19% 123
2020
Q3 		$3.73M Sell
32,048
-1,377
-4% -$162K 0.21% 108
2020
Q2 		$3.86M Buy
33,425
+20,319
+155% +$2.36M 0.23% 90
2020
Q1 		$1.39M Buy
13,106
+800
+7% +$101K 0.1% 188
2019
Q4 		$1.58M Buy
+12,306
New +$1.6M 0.09% 206

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

TD Private Client Wealth's IBM Position: Q1 2026 in Review

TD Private Client Wealth increased its IBM (IBM) stake by 5.4% in Q1 2026, buying an estimated $247K and bringing the position to 17,873 shares worth $4.33M. The position accounts for 0.09% of the portfolio, ranked #142.

TD Private Client Wealth first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.03M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • TD Private Client Wealth held 17,873 shares of IBM worth $4.33M as of Q1 2026.
  • TD Private Client Wealth bought 913 IBM shares in Q1 2026, an estimated $247K.
  • IBM made up 0.09% of TD Private Client Wealth's portfolio in Q1 2026, its #142 holding.
  • TD Private Client Wealth first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's IBM position peaked at $5.03M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.