Wahed Invest’s IBM IBM Stock Holding History

Wahed Invest’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	$5.73M	Buy	+23,631	New	+$6.39M	0.74%	24
2025 Q2	–	Sell	-23,865	Closed	-$5.93M	–	233
2025 Q1	$5.93M	Buy	23,865 +644	+3%	+$158K	1.03%	17
2024 Q4	$5.1M	Buy	+23,221	New	+$5.17M	0.85%	18
2022 Q4	–	Sell	-10,285	Closed	-$1.22M	–	246
2022 Q3	$1.22M	Buy	10,285 +712	+7%	+$93.4K	0.75%	26
2022 Q2	$1.35M	Sell	9,573 -951	-9%	-$128K	0.83%	24
2022 Q1	$1.37M	Sell	10,524 -275	-3%	-$35.9K	0.81%	28
2021 Q4	$1.44M	Buy	+10,799	New	+$1.35M	0.8%	27

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

Wahed Invest's IBM Position: Q1 2026 in Review

Wahed Invest opened a new position in IBM (IBM) in Q1 2026: 23,631 shares worth $5.73M. The stake represents 0.74% of the portfolio and ranks #24 among its holdings. This is a return to the name: Wahed Invest previously reported a position in IBM as recently as Q1 2025.

Wahed Invest first reported a position in IBM in Q4 2021 and has held it in 7 quarters since. The position peaked at $5.93M in Q1 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Wahed Invest held 23,631 shares of IBM worth $5.73M as of Q1 2026.
IBM was a new Wahed Invest position in Q1 2026.
IBM made up 0.74% of Wahed Invest's portfolio in Q1 2026, its #24 holding.
Wahed Invest first reported a position in IBM in Q4 2021 and has held it in 7 quarters since.
Wahed Invest's IBM position peaked at $5.93M in Q1 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.