Wallace Advisory Group’s IBM IBM Stock Holding History

Wallace Advisory Group’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	$344K	Sell	1,418 -13	-0.9%	-$3.52K	0.37%	63
2025 Q4	$424K	Sell	1,431 -15	-1%	-$4.49K	0.44%	56
2025 Q3	$426K	Sell	1,446 -22	-1%	-$5.76K	0.34%	88
2025 Q2	$365K	Sell	1,468 -2,227	-60%	-$574K	0.26%	114
2025 Q1	$812K	Buy	3,695 +3	+0.1%	+$734	0.56%	47
2024 Q4	$816K	Buy	3,692 +538	+17%	+$120K	0.56%	47
2024 Q3	$545K	Hold	3,154	–	–	0.4%	61
2024 Q2	$545K	Sell	3,154 -855	-21%	-$149K	0.39%	62
2024 Q1	$656K	Sell	4,009 -79	-2%	-$14.4K	0.49%	49
2023 Q4	$574K	Buy	4,088 +95	+2%	+$14.4K	0.45%	45
2023 Q3	$534K	Buy	3,993 +32	+0.8%	+$4.55K	0.38%	61
2023 Q2	$519K	Hold	3,961	–	–	0.4%	67
2023 Q1	$519K	Buy	3,961 +52	+1%	+$6.96K	0.4%	67
2022 Q4	$551K	Buy	+3,909	New	+$539K	0.43%	54

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

Wallace Advisory Group's IBM Position: Q1 2026 in Review

Wallace Advisory Group reduced its IBM (IBM) stake by 0.91% in Q1 2026, selling an estimated $3.52K and leaving 1,418 shares worth $344K. The position accounts for 0.37% of the portfolio, ranked #63.

Wallace Advisory Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $816K in Q4 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Wallace Advisory Group held 1,418 shares of IBM worth $344K as of Q1 2026.
Wallace Advisory Group sold 13 IBM shares in Q1 2026, an estimated $3.52K.
IBM made up 0.37% of Wallace Advisory Group's portfolio in Q1 2026, its #63 holding.
Wallace Advisory Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's IBM position peaked at $816K in Q4 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.