Turning Point Benefit Group’s IBM IBM Stock Holding History

Turning Point Benefit Group’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	-78	Closed	-$23.1K	–	417
2025 Q4	$23.1K	Buy	78 +23	+42%	+$6.89K	0.01%	185
2025 Q3	$15.8K	Buy	+55	New	+$14.4K	0.01%	194

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

Turning Point Benefit Group's IBM Position: Q1 2026 in Review

Turning Point Benefit Group sold out of IBM (IBM) in Q1 2026, closing a stake of 78 shares — an estimated $23.1K sold.

Turning Point Benefit Group first reported a position in IBM in Q3 2025 and held it in 2 quarters. The position peaked at $23.1K in Q4 2025. 3,471 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Turning Point Benefit Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 78 IBM shares in Q1 2026, an estimated $23.1K.
Turning Point Benefit Group first reported a position in IBM in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's IBM position peaked at $23.1K in Q4 2025.
3,471 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.