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Valmark Advisers’s IBM IBM Stock Holding History

Valmark Advisers’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 		$1.77M Sell
7,294
-307
-4% -$83.1K 0.02% 268
2025
Q4 		$2.25M Sell
7,601
-108
-1% -$32.3K 0.03% 224
2025
Q3 		$2.18M Buy
7,709
+1,535
+25% +$402K 0.03% 221
2025
Q2 		$1.82M Buy
6,174
+1,152
+23% +$297K 0.03% 239
2025
Q1 		$1.25M Buy
5,022
+9
+0.2% +$2.2K 0.02% 279
2024
Q4 		$1.1M Buy
5,013
+362
+8% +$80.6K 0.02% 291
2024
Q3 		$1.03M Buy
4,651
+297
+7% +$58.2K 0.02% 297
2024
Q2 		$753K Buy
4,354
+545
+14% +$94.7K 0.01% 327
2024
Q1 		$727K Buy
3,809
+69
+2% +$12.6K 0.01% 319
2023
Q4 		$612K Sell
3,740
-96
-3% -$14.5K 0.01% 319
2023
Q3 		$538K Buy
3,836
+152
+4% +$21.6K 0.01% 315
2023
Q2 		$493K Buy
3,684
+83
+2% +$10.7K 0.01% 335
2023
Q1 		$472K Buy
3,601
+485
+16% +$64.9K 0.01% 329
2022
Q4 		$439K Buy
3,116
+503
+19% +$69.4K 0.01% 326
2022
Q3 		$310K Sell
2,613
-1,866
-42% -$245K 0.01% 343
2022
Q2 		$632K Buy
4,479
+35
+0.8% +$4.72K 0.01% 258
2022
Q1 		$578K Sell
4,444
-201
-4% -$26.2K 0.01% 284
2021
Q4 		$621K Sell
4,645
-695
-13% -$87.2K 0.01% 259
2021
Q3 		$709K Sell
5,340
-407
-7% -$54.4K 0.01% 238
2021
Q2 		$805K Buy
5,747
+89
+2% +$12.2K 0.01% 221
2021
Q1 		$721K Buy
5,658
+84
+2% +$10.1K 0.01% 226
2020
Q4 		$671K Buy
5,574
+3,093
+125% +$357K 0.01% 219
2020
Q3 		$289K Sell
2,481
-45
-2% -$5.3K 0.01% 240
2020
Q2 		$292K Sell
2,526
-418
-14% -$48.5K 0.01% 219
2020
Q1 		$312K Sell
2,944
-7
-0.2% -$885 0.01% 175
2019
Q4 		$378K Sell
2,951
-1,392
-32% -$181K 0.01% 166
2019
Q3 		$604K Sell
4,343
-110
-2% -$14.8K 0.01% 140
2019
Q2 		$587K Sell
4,453
-36
-0.8% -$4.73K 0.01% 133
2019
Q1 		$606K Sell
4,489
-27
-0.6% -$3.44K 0.01% 124
2018
Q4 		$491K Sell
4,516
-16
-0.4% -$1.92K 0.01% 130
2018
Q3 		$655K Sell
4,532
-269
-6% -$37.6K 0.01% 108
2018
Q2 		$641K Sell
4,801
-252
-5% -$35.1K 0.01% 108
2018
Q1 		$741K Sell
5,053
-314
-6% -$47.5K 0.02% 93
2017
Q4 		$787K Buy
+5,367
New +$780K 0.02% 87
2015
Q3 		– Sell
-1,588
Closed -$247K – 63
2015
Q2 		$247K Sell
1,588
-209
-12% -$33.6K 0.01% 55
2015
Q1 		$276K Hold
1,797
– – 0.01% 50
2014
Q4 		$276K Hold
1,797
– – 0.01% 50
2014
Q3 		$326K Hold
1,797
– – 0.01% 45
2014
Q2 		$311K Hold
1,797
– – 0.01% 46
2014
Q1 		$331K Hold
1,797
– – 0.01% 45
2013
Q4 		$322K Buy
1,797
+281
+19% +$48.5K 0.01% 50
2013
Q3 		$268K Hold
1,516
– – 0.01% 44
2013
Q2 		$277K Buy
+1,516
New +$295K 0.01% 42

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

Valmark Advisers's IBM Position: Q1 2026 in Review

Valmark Advisers reduced its IBM (IBM) stake by 4% in Q1 2026, selling an estimated $83.1K and leaving 7,294 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #268.

Valmark Advisers first reported a position in IBM in Q2 2013 and has held it in 43 quarters since. The position peaked at $2.25M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Valmark Advisers held 7,294 shares of IBM worth $1.77M as of Q1 2026.
  • Valmark Advisers sold 307 IBM shares in Q1 2026, an estimated $83.1K.
  • IBM made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #268 holding.
  • Valmark Advisers first reported a position in IBM in Q2 2013 and has held it in 43 quarters since.
  • Valmark Advisers's IBM position peaked at $2.25M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.