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TKG Advisors’s IBM IBM Stock Holding History

TKG Advisors’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 		$2.34M Sell
9,642
-18,316
-66% -$4.96M 0.97% 38
2025
Q4 		$8.28M Buy
27,958
+978
+4% +$293K 3.34% 6
2025
Q3 		$7.61M Buy
26,980
+818
+3% +$214K 3.26% 6
2025
Q2 		$7.71M Buy
26,162
+13,852
+113% +$3.57M 3.45% 5
2025
Q1 		$3.06M Buy
12,310
+6,274
+104% +$1.53M 1.51% 24
2024
Q4 		$1.36M Sell
6,036
-265
-4% -$59K 0.63% 43
2024
Q3 		$1.39M Sell
6,301
-53
-0.8% -$10.4K 0.69% 40
2024
Q2 		$1.1M Buy
+6,354
New +$1.1M 0.6% 49
2023
Q4 		– Sell
-1,590
Closed -$223K – 102
2023
Q3 		$223K Buy
+1,590
New +$226K 0.15% 94
2022
Q4 		– Sell
-6,608
Closed -$785K – 94
2022
Q3 		$785K Buy
6,608
+4,908
+289% +$644K 0.62% 42
2022
Q2 		$240K Hold
1,700
– – 0.21% 65
2022
Q1 		$221K Hold
1,700
– – 0.18% 81
2021
Q4 		$227K Buy
+1,700
New +$213K 0.18% 79

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

TKG Advisors's IBM Position: Q1 2026 in Review

TKG Advisors reduced its IBM (IBM) stake by 66% in Q1 2026, selling an estimated $4.96M and leaving 9,642 shares worth $2.34M. The position accounts for 0.97% of the portfolio, ranked #38.

TKG Advisors first reported a position in IBM in Q4 2021 and has held it in 13 quarters since. The position peaked at $8.28M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • TKG Advisors held 9,642 shares of IBM worth $2.34M as of Q1 2026.
  • TKG Advisors sold 18,316 IBM shares in Q1 2026, an estimated $4.96M.
  • IBM made up 0.97% of TKG Advisors's portfolio in Q1 2026, its #38 holding.
  • TKG Advisors first reported a position in IBM in Q4 2021 and has held it in 13 quarters since.
  • TKG Advisors's IBM position peaked at $8.28M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.