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Visionary Wealth Advisors’s IBM IBM Stock Holding History

Visionary Wealth 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 		$815K Sell
3,363
-656
-16% -$177K 0.04% 315
2025
Q4 		$1.19M Buy
4,019
+921
+30% +$276K 0.05% 246
2025
Q3 		$874K Sell
3,098
-53
-2% -$13.9K 0.04% 295
2025
Q2 		$929K Buy
3,151
+481
+18% +$124K 0.05% 281
2025
Q1 		$664K Buy
2,670
+103
+4% +$25.2K 0.04% 306
2024
Q4 		$564K Sell
2,567
-93
-3% -$20.7K 0.03% 334
2024
Q3 		$588K Buy
2,660
+126
+5% +$24.7K 0.04% 326
2024
Q2 		$438K Sell
2,534
-90
-3% -$15.6K 0.03% 350
2024
Q1 		$501K Buy
2,624
+97
+4% +$17.7K 0.03% 321
2023
Q4 		$413K Sell
2,527
-149
-6% -$22.5K 0.03% 345
2023
Q3 		$375K Sell
2,676
-48
-2% -$6.83K 0.03% 337
2023
Q2 		$364K Sell
2,724
-44
-2% -$5.68K 0.03% 338
2023
Q1 		$363K Sell
2,768
-146
-5% -$19.5K 0.03% 325
2022
Q4 		$411K Buy
2,914
+10
+0.3% +$1.38K 0.04% 266
2022
Q3 		$345K Sell
2,904
-3,820
-57% -$501K 0.04% 271
2022
Q2 		$949K Buy
6,724
+3,438
+105% +$464K 0.09% 174
2022
Q1 		$427K Buy
3,286
+1,329
+68% +$173K 0.03% 275
2021
Q4 		$262K Buy
+1,957
New +$245K 0.02% 319

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

Visionary Wealth Advisors's IBM Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its IBM (IBM) stake by 16% in Q1 2026, selling an estimated $177K and leaving 3,363 shares worth $815K. The position accounts for 0.04% of the portfolio, ranked #315.

Visionary Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Visionary Wealth Advisors held 3,363 shares of IBM worth $815K as of Q1 2026.
  • Visionary Wealth Advisors sold 656 IBM shares in Q1 2026, an estimated $177K.
  • IBM made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #315 holding.
  • Visionary Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's IBM position peaked at $1.19M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.