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Twin Peaks Wealth Advisors’s IBM IBM Stock Holding History

Twin Peaks 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 		$249K Buy
1,026
+20
+2% +$5.41K 0.06% 158
2025
Q4 		$298K Buy
1,006
+115
+13% +$34.4K 0.09% 141
2025
Q3 		$251K Sell
891
-106
-11% -$27.7K 0.09% 145
2025
Q2 		$234K Buy
997
+51
+5% +$13.1K 0.08% 142
2025
Q1 		$228K Buy
+946
New +$231K 0.1% 126

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

Twin Peaks Wealth Advisors's IBM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its IBM (IBM) stake by 2% in Q1 2026, buying an estimated $5.41K and bringing the position to 1,026 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #158.

Twin Peaks Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $298K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,026 shares of IBM worth $249K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 20 IBM shares in Q1 2026, an estimated $5.41K.
  • IBM made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #158 holding.
  • Twin Peaks Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Twin Peaks Wealth Advisors's IBM position peaked at $298K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.