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Topsail Wealth Management’s IBM IBM Stock Holding History

Topsail Wealth Management’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 		$367K Sell
1,513
-21
-1% -$5.68K 0.05% 114
2025
Q4 		$454K Buy
1,534
+655
+75% +$196K 0.07% 96
2025
Q3 		$248K Hold
879
– – 0.04% 131
2025
Q2 		$259K Sell
879
-23
-3% -$5.93K 0.05% 121
2025
Q1 		$224K Buy
+902
New +$221K 0.05% 125

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

Topsail Wealth Management's IBM Position: Q1 2026 in Review

Topsail Wealth Management reduced its IBM (IBM) stake by 1.4% in Q1 2026, selling an estimated $5.68K and leaving 1,513 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #114.

Topsail Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $454K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Topsail Wealth Management held 1,513 shares of IBM worth $367K as of Q1 2026.
  • Topsail Wealth Management sold 21 IBM shares in Q1 2026, an estimated $5.68K.
  • IBM made up 0.05% of Topsail Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Topsail Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Topsail Wealth Management's IBM position peaked at $454K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.