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TSG Advice Partners’s IBM IBM Stock Holding History

TSG Advice 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 		$993K Sell
4,097
-396
-9% -$107K 0.15% 51
2025
Q4 		$1.33M Buy
+4,493
New +$1.35M 0.2% 29

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TSG Advice Partners's IBM Position: Q1 2026 in Review

TSG Advice Partners reduced its IBM (IBM) stake by 8.8% in Q1 2026, selling an estimated $107K and leaving 4,097 shares worth $993K. The position accounts for 0.15% of the portfolio, ranked #51.

TSG Advice Partners first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.33M in Q4 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • TSG Advice Partners held 4,097 shares of IBM worth $993K as of Q1 2026.
  • TSG Advice Partners sold 396 IBM shares in Q1 2026, an estimated $107K.
  • IBM made up 0.15% of TSG Advice Partners's portfolio in Q1 2026, its #51 holding.
  • TSG Advice Partners first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's IBM position peaked at $1.33M in Q4 2025.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.