Trajan Wealth’s IBM IBM Stock Holding History

Trajan Wealth’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	$5.57M	Buy	22,994 +4,286	+23%	+$1.16M	0.23%	81
2025 Q4	$5.54M	Sell	18,708 -341	-2%	-$102K	0.23%	72
2025 Q3	$5.37M	Sell	19,049 -3	-0%	-$785	0.23%	72
2025 Q2	$5.62M	Sell	19,052 -139	-0.7%	-$35.8K	0.27%	65
2025 Q1	$4.77M	Sell	19,191 -7,243	-27%	-$1.77M	0.26%	87
2024 Q4	$5.81M	Sell	26,434 -976	-4%	-$217K	0.32%	60
2024 Q3	$6.06M	Sell	27,410 -105	-0.4%	-$20.6K	0.36%	59
2024 Q2	$4.76M	Buy	27,515 +33	+0.1%	+$5.73K	0.31%	64
2024 Q1	$5.25M	Buy	+27,482	New	+$5.01M	0.36%	61

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

Trajan Wealth's IBM Position: Q1 2026 in Review

Trajan Wealth increased its IBM (IBM) stake by 23% in Q1 2026, buying an estimated $1.16M and bringing the position to 22,994 shares worth $5.57M. The position accounts for 0.23% of the portfolio, ranked #81.

Trajan Wealth first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.06M in Q3 2024. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Trajan Wealth held 22,994 shares of IBM worth $5.57M as of Q1 2026.
Trajan Wealth bought 4,286 IBM shares in Q1 2026, an estimated $1.16M.
IBM made up 0.23% of Trajan Wealth's portfolio in Q1 2026, its #81 holding.
Trajan Wealth first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's IBM position peaked at $6.06M in Q3 2024.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.