United Advisor Group’s IBM IBM Stock Holding History

United Advisor 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	6,000 -854	-12%	-$231K	0.18%	139
2025 Q4	$2.03M	Buy	6,854 +72	+1%	+$21.6K	0.25%	101
2025 Q3	$1.91M	Buy	6,782 +2,118	+45%	+$554K	0.26%	97
2025 Q2	$1.37M	Buy	4,664 +243	+5%	+$62.6K	0.24%	105
2025 Q1	$1.1M	Sell	4,421 -1,246	-22%	-$305K	0.23%	107
2024 Q4	$1.25M	Sell	5,667 -185	-3%	-$41.2K	0.25%	99
2024 Q3	$1.29M	Buy	5,852 +2,765	+90%	+$542K	0.29%	88
2024 Q2	$534K	Buy	3,087 +195	+7%	+$33.9K	0.17%	127
2024 Q1	$552K	Sell	2,892 -202	-7%	-$36.9K	0.21%	107
2023 Q4	$509K	Buy	+3,094	New	+$468K	0.61%	32

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

United Advisor Group's IBM Position: Q1 2026 in Review

United Advisor Group reduced its IBM (IBM) stake by 12% in Q1 2026, selling an estimated $231K and leaving 6,000 shares worth $1.45M. The position accounts for 0.18% of the portfolio, ranked #139.

United Advisor Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

United Advisor Group held 6,000 shares of IBM worth $1.45M as of Q1 2026.
United Advisor Group sold 854 IBM shares in Q1 2026, an estimated $231K.
IBM made up 0.18% of United Advisor Group's portfolio in Q1 2026, its #139 holding.
United Advisor Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's IBM position peaked at $2.03M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.