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Ullmann Wealth Partners Group’s IBM IBM Stock Holding History

Ullmann Wealth Partners 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 		$1.45M Sell
5,986
-87
-1% -$23.5K 0.15% 62
2025
Q4 		$1.87M Buy
6,073
+4
+0.1% +$1.2K 0.19% 51
2025
Q3 		$1.71M Buy
6,069
+60
+1% +$15.7K 0.19% 54
2025
Q2 		$1.77M Buy
6,009
+181
+3% +$46.6K 0.21% 50
2025
Q1 		$1.45M Buy
5,828
+36
+0.6% +$8.81K 0.19% 48
2024
Q4 		$1.27M Buy
5,792
+255
+5% +$56.8K 0.16% 49
2024
Q3 		$1.22M Buy
5,537
+2,553
+86% +$501K 0.16% 50
2024
Q2 		$516K Buy
2,984
+166
+6% +$28.8K 0.07% 74
2024
Q1 		$538K Buy
2,818
+120
+4% +$21.9K 0.08% 67
2023
Q4 		$441K Buy
2,698
+19
+0.7% +$2.87K 0.07% 71
2023
Q3 		$376K Buy
2,679
+338
+14% +$48.1K 0.07% 73
2023
Q2 		$313K Sell
2,341
-6
-0.3% -$774 0.06% 79
2023
Q1 		$308K Sell
2,347
-256
-10% -$34.2K 0.07% 69
2022
Q4 		$367K Sell
2,603
-211
-7% -$29.1K 0.09% 55
2022
Q3 		$334K Buy
+2,814
New +$369K 0.09% 56
2018
Q1 		– Sell
-2,089
Closed -$326K – 53
2017
Q4 		$326K Buy
+2,089
New +$304K 0.22% 39
2017
Q3 		– Sell
-2,496
Closed -$367K – 79
2017
Q2 		$367K Buy
2,496
+365
+17% +$55K 0.26% 42
2017
Q1 		$354K Buy
+2,131
New +$357K 0.29% 37

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

Ullmann Wealth Partners Group's IBM Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its IBM (IBM) stake by 1.4% in Q1 2026, selling an estimated $23.5K and leaving 5,986 shares worth $1.45M. The position accounts for 0.15% of the portfolio, ranked #62.

Ullmann Wealth Partners Group first reported a position in IBM in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.87M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ullmann Wealth Partners Group held 5,986 shares of IBM worth $1.45M as of Q1 2026.
  • Ullmann Wealth Partners Group sold 87 IBM shares in Q1 2026, an estimated $23.5K.
  • IBM made up 0.15% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #62 holding.
  • Ullmann Wealth Partners Group first reported a position in IBM in Q1 2017 and has held it in 18 quarters since.
  • Ullmann Wealth Partners Group's IBM position peaked at $1.87M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.