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Tranquilli Financial Advisor’s IBM IBM Stock Holding History

Tranquilli Financial Advisor’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
-1,177
Closed -$349K – 140
2025
Q4 		$349K Buy
1,177
+8
+0.7% +$2.4K 0.2% 96
2025
Q3 		$330K Buy
1,169
+7
+0.6% +$1.83K 0.19% 96
2025
Q2 		$343K Sell
1,162
-49
-4% -$12.6K 0.21% 84
2025
Q1 		$301K Sell
1,211
-484
-29% -$118K 0.19% 78
2024
Q4 		$373K Buy
+1,695
New +$377K 0.24% 78

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

Tranquilli Financial Advisor's IBM Position: Q1 2026 in Review

Tranquilli Financial Advisor sold out of IBM (IBM) in Q1 2026, closing a stake of 1,177 shares — an estimated $349K sold.

Tranquilli Financial Advisor first reported a position in IBM in Q4 2024 and held it in 5 quarters. The position peaked at $373K in Q4 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Tranquilli Financial Advisor reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 1,177 IBM shares in Q1 2026, an estimated $349K.
  • Tranquilli Financial Advisor first reported a position in IBM in Q4 2024 and held it in 5 quarters.
  • Tranquilli Financial Advisor's IBM position peaked at $373K in Q4 2024.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.