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Wealth Advisors of Iowa’s IBM IBM Stock Holding History

Wealth Advisors of Iowa’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 		$351K Buy
1,447
+30
+2% +$8.12K 0.11% 62
2025
Q4 		$420K Buy
1,417
+7
+0.5% +$2.1K 0.14% 55
2025
Q3 		$398K Buy
1,410
+9
+0.6% +$2.36K 0.14% 55
2025
Q2 		$413K Buy
1,401
+9
+0.6% +$2.32K 0.15% 51
2025
Q1 		$346K Buy
1,392
+9
+0.7% +$2.2K 0.15% 52
2024
Q4 		$304K Sell
1,383
-92
-6% -$20.5K 0.15% 48
2024
Q3 		$326K Buy
1,475
+11
+0.8% +$2.16K 0.17% 44
2024
Q2 		$253K Sell
1,464
-5
-0.3% -$869 0.14% 42
2024
Q1 		$281K Buy
1,469
+32
+2% +$5.84K 0.17% 50
2023
Q4 		$235K Buy
+1,437
New +$217K 0.16% 51
2023
Q3 		– Sell
-1,657
Closed -$222K – 62
2023
Q2 		$222K Buy
1,657
+17
+1% +$2.19K 0.16% 53
2023
Q1 		$215K Sell
1,640
-664
-29% -$88.8K 0.17% 51
2022
Q4 		$325K Sell
2,304
-2,120
-48% -$292K 0.27% 42
2022
Q3 		$525K Sell
4,424
-9,415
-68% -$1.24M 0.49% 21
2022
Q2 		$1.91M Buy
13,839
+9,432
+214% +$1.27M 0.33% 25
2022
Q1 		$573K Buy
4,407
+1,515
+52% +$198K 0.29% 35
2021
Q4 		$386K Sell
2,892
-211
-7% -$26.5K 0.21% 38
2021
Q3 		$412K Buy
3,103
+1,675
+117% +$224K 0.22% 35
2021
Q2 		$200K Buy
+1,428
New +$195K 0.1% 52

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

Wealth Advisors of Iowa's IBM Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its IBM (IBM) stake by 2.1% in Q1 2026, buying an estimated $8.12K and bringing the position to 1,447 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #62.

Wealth Advisors of Iowa first reported a position in IBM in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q2 2022. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wealth Advisors of Iowa held 1,447 shares of IBM worth $351K as of Q1 2026.
  • Wealth Advisors of Iowa bought 30 IBM shares in Q1 2026, an estimated $8.12K.
  • IBM made up 0.11% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #62 holding.
  • Wealth Advisors of Iowa first reported a position in IBM in Q2 2021 and has held it in 19 quarters since.
  • Wealth Advisors of Iowa's IBM position peaked at $1.91M in Q2 2022.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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