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Wayfinding Financial’s IBM IBM Stock Holding History

Wayfinding Financial’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 		$640K Buy
2,644
+62
+2% +$16.8K 0.28% 61
2025
Q4 		$764K Sell
2,582
-49
-2% -$14.7K 0.32% 53
2025
Q3 		$742K Sell
2,631
-11
-0.4% -$2.88K 0.32% 58
2025
Q2 		$665K Sell
2,642
-37
-1% -$9.53K 0.3% 60
2025
Q1 		$666K Buy
2,679
+30
+1% +$7.34K 0.29% 62
2024
Q4 		$582K Buy
+2,649
New +$590K 0.31% 61
2024
Q3 		– Sell
-2,497
Closed -$431K – 72
2024
Q2 		$431K Sell
2,497
-10
-0.4% -$1.74K 0.24% 76
2024
Q1 		$425K Sell
2,507
-48
-2% -$8.76K 0.25% 75
2023
Q4 		$417K Sell
2,555
-21
-0.8% -$3.17K 0.28% 66
2023
Q3 		$362K Buy
2,576
+51
+2% +$7.26K 0.27% 65
2023
Q2 		$362K Buy
2,525
+18
+0.7% +$2.32K 0.25% 65
2023
Q1 		$328K Sell
2,507
-51
-2% -$6.82K 0.25% 67
2022
Q4 		$338K Buy
2,558
+166
+7% +$22.9K 0.27% 62
2022
Q3 		$284K Sell
2,392
-339
-12% -$44.5K 0.27% 59
2022
Q2 		$385K Buy
2,731
+157
+6% +$21.2K 0.34% 52
2022
Q1 		$354K Buy
2,574
+16
+0.6% +$2.09K 0.3% 54
2021
Q4 		$338K Buy
+2,558
New +$321K 0.27% 62

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

Wayfinding Financial's IBM Position: Q1 2026 in Review

Wayfinding Financial increased its IBM (IBM) stake by 2.4% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,644 shares worth $640K. The position accounts for 0.28% of the portfolio, ranked #61.

Wayfinding Financial first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $764K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wayfinding Financial held 2,644 shares of IBM worth $640K as of Q1 2026.
  • Wayfinding Financial bought 62 IBM shares in Q1 2026, an estimated $16.8K.
  • IBM made up 0.28% of Wayfinding Financial's portfolio in Q1 2026, its #61 holding.
  • Wayfinding Financial first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's IBM position peaked at $764K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.