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Triad Wealth Partners’s IBM IBM Stock Holding History

Triad 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 		$905K Buy
3,733
+265
+8% +$71.7K 0.07% 185
2025
Q4 		$1.03M Buy
3,468
+502
+17% +$150K 0.1% 154
2025
Q3 		$837K Buy
2,966
+770
+35% +$202K 0.11% 139
2025
Q2 		$647K Buy
2,196
+1,310
+148% +$338K 0.13% 121
2025
Q1 		$220K Buy
+886
New +$217K 0.07% 193
2024
Q3 		– Sell
-332
Closed -$57.4K – 434
2024
Q2 		$57.4K Buy
+332
New +$57.7K 0.03% 207

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

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

Triad Wealth Partners increased its IBM (IBM) stake by 7.6% in Q1 2026, buying an estimated $71.7K and bringing the position to 3,733 shares worth $905K. The position accounts for 0.07% of the portfolio, ranked #185.

Triad Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Triad Wealth Partners held 3,733 shares of IBM worth $905K as of Q1 2026.
  • Triad Wealth Partners bought 265 IBM shares in Q1 2026, an estimated $71.7K.
  • IBM made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #185 holding.
  • Triad Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's IBM position peaked at $1.03M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.