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Tradition Wealth Management’s IBM IBM Stock Holding History

Tradition 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 		$1.62M Sell
6,676
-1,181
-15% -$320K 0.12% 159
2025
Q4 		$2.33M Sell
7,857
-122
-2% -$36.5K 0.17% 122
2025
Q3 		$2.25M Buy
7,979
+85
+1% +$22.2K 0.17% 121
2025
Q2 		$2.33M Buy
7,894
+992
+14% +$256K 0.19% 111
2025
Q1 		$1.72M Buy
6,902
+448
+7% +$110K 0.15% 129
2024
Q4 		$1.42M Sell
6,454
-533
-8% -$119K 0.13% 139
2024
Q3 		$1.54M Buy
6,987
+395
+6% +$77.4K 0.14% 131
2024
Q2 		$1.14M Sell
6,592
-481
-7% -$83.6K 0.11% 150
2024
Q1 		$1.35M Buy
7,073
+2,618
+59% +$478K 0.14% 126
2023
Q4 		$729K Buy
4,455
+18
+0.4% +$2.72K 0.08% 146
2023
Q3 		$623K Sell
4,437
-430
-9% -$61.2K 0.07% 149
2023
Q2 		$651K Buy
4,867
+158
+3% +$20.4K 0.08% 149
2023
Q1 		$617K Sell
4,709
-75
-2% -$10K 0.08% 146
2022
Q4 		$674K Sell
4,784
-106
-2% -$14.6K 0.1% 135
2022
Q3 		$581K Buy
4,890
+29
+0.6% +$3.81K 0.09% 142
2022
Q2 		$686K Buy
4,861
+116
+2% +$15.7K 0.1% 133
2022
Q1 		$617K Sell
4,745
-324
-6% -$42.3K 0.08% 164
2021
Q4 		$678K Sell
5,069
-93
-2% -$11.7K 0.09% 154
2021
Q3 		$686K Buy
5,162
+379
+8% +$50.7K 0.1% 142
2021
Q2 		$670K Buy
4,783
+727
+18% +$99.4K 0.1% 150
2021
Q1 		$517K Sell
4,056
-1,171
-22% -$140K 0.09% 157
2020
Q4 		$629K Buy
+5,227
New +$604K 0.12% 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

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

Tradition Wealth Management reduced its IBM (IBM) stake by 15% in Q1 2026, selling an estimated $320K and leaving 6,676 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #159.

Tradition Wealth Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.33M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Tradition Wealth Management held 6,676 shares of IBM worth $1.62M as of Q1 2026.
  • Tradition Wealth Management sold 1,181 IBM shares in Q1 2026, an estimated $320K.
  • IBM made up 0.12% of Tradition Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Tradition Wealth Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's IBM position peaked at $2.33M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.