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Tobias Financial Advisors’s IBM IBM Stock Holding History

Tobias Financial 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 		– Sell
-833
Closed -$247K – 151
2025
Q4 		$247K Sell
833
-112
-12% -$33.5K 0.03% 125
2025
Q3 		$267K Buy
+945
New +$247K 0.04% 106
2020
Q1 		– Sell
-345
Closed -$44K – 151
2019
Q4 		$44K Buy
+345
New +$44.8K 0.03% 99

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

Tobias Financial Advisors's IBM Position: Q1 2026 in Review

Tobias Financial Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 833 shares — an estimated $247K sold.

Tobias Financial Advisors first reported a position in IBM in Q4 2019 and held it in 3 quarters. The position peaked at $267K in Q3 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Tobias Financial Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 833 IBM shares in Q1 2026, an estimated $247K.
  • Tobias Financial Advisors first reported a position in IBM in Q4 2019 and held it in 3 quarters.
  • Tobias Financial Advisors's IBM position peaked at $267K in Q3 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.