Turtle Creek Wealth Advisors’s IBM IBM Stock Holding History

Turtle Creek Wealth Advisors’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	$1.35M	Buy	5,573 +1,175	+27%	+$318K	0.1%	122
2025 Q4	$1.3M	Buy	4,398 +625	+17%	+$187K	0.1%	128
2025 Q3	$1.06M	Buy	3,773 +1,339	+55%	+$350K	0.1%	131
2025 Q2	$717K	Buy	+2,434	New	+$627K	0.08%	135
2024 Q4	–	Sell	-2,332	Closed	-$516K	–	111
2024 Q3	$516K	Buy	2,332 +1,081	+86%	+$212K	0.1%	100
2024 Q2	$216K	Buy	+1,251	New	+$217K	0.05%	147
2024 Q1	–	Sell	-1,053	Closed	-$172K	–	484
2023 Q4	$172K	Buy	+1,053	New	+$159K	0.05%	158

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

Turtle Creek Wealth Advisors's IBM Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its IBM (IBM) stake by 27% in Q1 2026, buying an estimated $318K and bringing the position to 5,573 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #122.

Turtle Creek Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 7 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Turtle Creek Wealth Advisors held 5,573 shares of IBM worth $1.35M as of Q1 2026.
Turtle Creek Wealth Advisors bought 1,175 IBM shares in Q1 2026, an estimated $318K.
IBM made up 0.1% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #122 holding.
Turtle Creek Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 7 quarters since.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.