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U.S. Capital Wealth Advisors’s IBM IBM Stock Holding History

U.S. Capital 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 		$4.43M Sell
18,261
-34,595
-65% -$9.36M 0.11% 211
2025
Q4 		$15.7M Sell
52,856
-2,532
-5% -$758K 0.41% 55
2025
Q3 		$15.6M Buy
55,388
+9,993
+22% +$2.62M 0.42% 50
2025
Q2 		$13.4M Buy
45,395
+20,005
+79% +$5.15M 0.39% 56
2025
Q1 		$6.31M Sell
25,390
-51,496
-67% -$12.6M 0.19% 134
2024
Q4 		$16.9M Buy
76,886
+1,837
+2% +$409K 0.52% 36
2024
Q3 		$16.6M Sell
75,049
-20
-0% -$3.92K 0.58% 31
2024
Q2 		$13M Buy
75,069
+2,834
+4% +$492K 0.49% 47
2024
Q1 		$13.8M Sell
72,235
-3,442
-5% -$628K 0.53% 38
2023
Q4 		$12.4M Sell
75,677
-50,592
-40% -$7.64M 0.49% 43
2023
Q3 		$17.7M Buy
126,269
+765
+0.6% +$109K 0.8% 21
2023
Q2 		$16.8M Sell
125,504
-21,081
-14% -$2.72M 0.8% 22
2023
Q1 		$19.2M Buy
146,585
+2,920
+2% +$391K 0.89% 16
2022
Q4 		$20.2M Sell
143,665
-34,447
-19% -$4.75M 0.94% 14
2022
Q3 		$21.2M Buy
178,112
+568
+0.3% +$74.5K 1.07% 11
2022
Q2 		$25.1M Buy
177,544
+24,453
+16% +$3.3M 1.1% 12
2022
Q1 		$19.9M Buy
153,091
+29,059
+23% +$3.79M 0.73% 19
2021
Q4 		$16.6M Buy
124,032
+1,794
+1% +$225K 0.66% 25
2021
Q3 		$16.2M Buy
+122,238
New +$16.3M 0.7% 25

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

U.S. Capital Wealth Advisors's IBM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its IBM (IBM) stake by 65% in Q1 2026, selling an estimated $9.36M and leaving 18,261 shares worth $4.43M. The position accounts for 0.11% of the portfolio, ranked #211.

U.S. Capital Wealth Advisors first reported a position in IBM in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.1M in Q2 2022. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • U.S. Capital Wealth Advisors held 18,261 shares of IBM worth $4.43M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 34,595 IBM shares in Q1 2026, an estimated $9.36M.
  • IBM made up 0.11% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • U.S. Capital Wealth Advisors first reported a position in IBM in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's IBM position peaked at $25.1M in Q2 2022.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.