TLWM Financial’s IBM IBM Stock Holding History

TLWM Financial’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	-815	Closed	-$241K	–	71
2025 Q4	$241K	Buy	815 +22	+3%	+$6.59K	0.04%	70
2025 Q3	$224K	Hold	793	–	–	0.04%	72
2025 Q2	$234K	Buy	+793	New	+$204K	0.04%	69

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

TLWM Financial's IBM Position: Q1 2026 in Review

TLWM Financial sold out of IBM (IBM) in Q1 2026, closing a stake of 815 shares — an estimated $241K sold.

TLWM Financial first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $241K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

TLWM Financial reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
TLWM Financial sold 815 IBM shares in Q1 2026, an estimated $241K.
TLWM Financial first reported a position in IBM in Q2 2025 and held it in 3 quarters.
TLWM Financial's IBM position peaked at $241K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on TLWM Financial's 13F filing for Q1 2026, filed 8 Apr 2026.