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Wealth Effects’s IBM IBM Stock Holding History

Wealth Effects’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 		$3.08M Buy
12,710
+840
+7% +$227K 1.09% 16
2025
Q4 		$3.52M Sell
11,870
-1,672
-12% -$501K 1.1% 14
2025
Q3 		$3.82M Buy
13,542
+865
+7% +$226K 1.23% 13
2025
Q2 		$3.74M Buy
12,677
+985
+8% +$254K 1.4% 12
2025
Q1 		$2.91M Sell
11,692
-1,550
-12% -$379K 1.22% 12
2024
Q4 		$2.91M Sell
13,242
-1,469
-10% -$327K 1.03% 14
2024
Q3 		$3.25M Buy
14,711
+700
+5% +$137K 1.14% 13
2024
Q2 		$2.42M Sell
14,011
-135
-1% -$23.5K 0.88% 16
2024
Q1 		$2.7M Buy
14,146
+1,954
+16% +$356K 1% 14
2023
Q4 		$1.99M Buy
12,192
+3,065
+34% +$463K 0.75% 20
2023
Q3 		$1.28M Sell
9,127
-1,071
-11% -$152K 0.63% 35
2023
Q2 		$1.36M Sell
10,198
-649
-6% -$83.8K 0.6% 37
2023
Q1 		$1.42M Buy
10,847
+1,146
+12% +$153K 0.73% 32
2022
Q4 		$1.37M Buy
9,701
+210
+2% +$29K 0.78% 33
2022
Q3 		$1.13M Sell
9,491
-298
-3% -$39.1K 0.69% 33
2022
Q2 		$1.38M Buy
9,789
+725
+8% +$97.9K 0.83% 28
2022
Q1 		$1.18M Buy
9,064
+2,309
+34% +$301K 0.55% 44
2021
Q4 		$903K Buy
+6,755
New +$847K 0.37% 59

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 Effects's IBM Position: Q1 2026 in Review

Wealth Effects increased its IBM (IBM) stake by 7.1% in Q1 2026, buying an estimated $227K and bringing the position to 12,710 shares worth $3.08M. The position accounts for 1.09% of the portfolio, ranked #16.

Wealth Effects first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.82M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wealth Effects held 12,710 shares of IBM worth $3.08M as of Q1 2026.
  • Wealth Effects bought 840 IBM shares in Q1 2026, an estimated $227K.
  • IBM made up 1.09% of Wealth Effects's portfolio in Q1 2026, its #16 holding.
  • Wealth Effects first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's IBM position peaked at $3.82M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.