USWIA
IBM icon

UP Strategic Wealth Investment Advisors’s IBM IBM Stock Holding History

UP Strategic Wealth Investment 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 		$223K Buy
965
+30
+3% +$8.12K 0.14% 86
2025
Q4 		$280K Buy
935
+13
+1% +$3.89K 0.2% 69
2025
Q3 		$259K Hold
922
– – 0.19% 73
2025
Q2 		$272K Buy
+922
New +$238K 0.21% 70

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

UP Strategic Wealth Investment Advisors's IBM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its IBM (IBM) stake by 3.2% in Q1 2026, buying an estimated $8.12K and bringing the position to 965 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #86.

UP Strategic Wealth Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 965 shares of IBM worth $223K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 30 IBM shares in Q1 2026, an estimated $8.12K.
  • IBM made up 0.14% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • UP Strategic Wealth Investment Advisors's IBM position peaked at $280K in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.