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VestGen Advisors’s IBM IBM Stock Holding History

VestGen 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 		$3.22M Buy
14,700
+2,296
+19% +$621K 0.09% 211
2025
Q4 		$3.67M Sell
12,404
-7,675
-38% -$2.3M 0.16% 139
2025
Q3 		$5.67M Buy
20,079
+2,003
+11% +$524K 0.19% 115
2025
Q2 		$4.82M Buy
18,076
+2,405
+15% +$620K 0.19% 117
2025
Q1 		$3.9M Buy
+15,671
New +$3.83M 0.18% 120

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

VestGen Advisors's IBM Position: Q1 2026 in Review

VestGen Advisors increased its IBM (IBM) stake by 19% in Q1 2026, buying an estimated $621K and bringing the position to 14,700 shares worth $3.22M. The position accounts for 0.09% of the portfolio, ranked #211.

VestGen Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.67M in Q3 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • VestGen Advisors held 14,700 shares of IBM worth $3.22M as of Q1 2026.
  • VestGen Advisors bought 2,296 IBM shares in Q1 2026, an estimated $621K.
  • IBM made up 0.09% of VestGen Advisors's portfolio in Q1 2026, its #211 holding.
  • VestGen Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's IBM position peaked at $5.67M in Q3 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.