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Wealth Dimensions Group’s IBM IBM Stock Holding History

Wealth Dimensions 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 		$928K Sell
3,828
-59
-2% -$16K 0.18% 68
2025
Q4 		$1.15M Sell
3,887
-227
-6% -$68K 0.23% 57
2025
Q3 		$1.16M Sell
4,114
-150
-4% -$39.3K 0.24% 59
2025
Q2 		$1.26M Buy
4,264
+131
+3% +$33.8K 0.28% 45
2025
Q1 		$1.03M Buy
4,133
+161
+4% +$39.4K 0.25% 52
2024
Q4 		$873K Buy
3,972
+40
+1% +$8.91K 0.21% 61
2024
Q3 		$869K Sell
3,932
-33
-0.8% -$6.47K 0.22% 56
2024
Q2 		$686K Sell
3,965
-259
-6% -$45K 0.2% 64
2024
Q1 		$807K Hold
4,224
– – 0.24% 52
2023
Q4 		$691K Sell
4,224
-194
-4% -$29.3K 0.22% 58
2023
Q3 		$620K Buy
4,418
+176
+4% +$25K 0.22% 60
2023
Q2 		$568K Sell
4,242
-111
-3% -$14.3K 0.21% 71
2023
Q1 		$571K Buy
4,353
+694
+19% +$92.8K 0.22% 62
2022
Q4 		$516K Sell
3,659
-194
-5% -$26.8K 0.21% 68
2022
Q3 		$458K Buy
3,853
+68
+2% +$8.92K 0.23% 59
2022
Q2 		$534K Buy
3,785
+3
+0.1% +$405 0.25% 58
2022
Q1 		$492K Buy
3,782
+30
+0.8% +$3.91K 0.23% 72
2021
Q4 		$501K Sell
3,752
-141
-4% -$17.7K 0.25% 73
2021
Q3 		$517K Hold
3,893
– – 0.33% 62
2021
Q2 		$546K Hold
3,893
– – 0.37% 54
2021
Q1 		$496K Hold
3,893
– – 0.39% 59
2020
Q4 		$469K Buy
+3,893
New +$450K 0.41% 51

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 Dimensions Group's IBM Position: Q1 2026 in Review

Wealth Dimensions Group reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $16K and leaving 3,828 shares worth $928K. The position accounts for 0.18% of the portfolio, ranked #68.

Wealth Dimensions Group first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.26M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wealth Dimensions Group held 3,828 shares of IBM worth $928K as of Q1 2026.
  • Wealth Dimensions Group sold 59 IBM shares in Q1 2026, an estimated $16K.
  • IBM made up 0.18% of Wealth Dimensions Group's portfolio in Q1 2026, its #68 holding.
  • Wealth Dimensions Group first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's IBM position peaked at $1.26M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.