Tower Wealth Partners’s IBM IBM Stock Holding History

Tower Wealth Partners’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	$541K	Sell	2,230 -269	-11%	-$72.8K	0.3%	39
2025 Q4	$740K	Buy	2,499 +76	+3%	+$22.8K	0.41%	29
2025 Q3	$684K	Sell	2,423 -209	-8%	-$54.7K	0.38%	30
2025 Q2	$776K	Buy	2,632 +129	+5%	+$33.2K	0.46%	25
2025 Q1	$622K	Buy	2,503 +127	+5%	+$31.1K	0.33%	28
2024 Q4	$522K	Buy	2,376 +45	+2%	+$10K	0.27%	33
2024 Q3	$515K	Buy	2,331 +300	+15%	+$58.8K	0.3%	29
2024 Q2	$351K	Sell	2,031 -10	-0.5%	-$1.74K	0.22%	42
2024 Q1	$390K	Buy	2,041 +421	+26%	+$76.8K	0.25%	40
2023 Q4	$265K	Buy	+1,620	New	+$245K	0.19%	48

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

Tower Wealth Partners's IBM Position: Q1 2026 in Review

Tower Wealth Partners reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $72.8K and leaving 2,230 shares worth $541K. The position accounts for 0.3% of the portfolio, ranked #39.

Tower Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $776K in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Tower Wealth Partners held 2,230 shares of IBM worth $541K as of Q1 2026.
Tower Wealth Partners sold 269 IBM shares in Q1 2026, an estimated $72.8K.
IBM made up 0.3% of Tower Wealth Partners's portfolio in Q1 2026, its #39 holding.
Tower Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Tower Wealth Partners's IBM position peaked at $776K in Q2 2025.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.