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Wealth Management Strategies’s IBM IBM Stock Holding History

Wealth Management Strategies’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 		$571K Buy
2,357
+16
+0.7% +$4.33K 0.26% 22
2025
Q4 		$693K Buy
2,341
+13
+0.6% +$3.89K 0.32% 20
2025
Q3 		$657K Buy
+2,328
New +$609K 0.33% 20
2025
Q1 		$572K Sell
2,299
-7
-0.3% -$1.71K 0.38% 21
2024
Q4 		$5.07K Buy
+2,306
New +$514K 0.39% 21

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 Management Strategies's IBM Position: Q1 2026 in Review

Wealth Management Strategies increased its IBM (IBM) stake by 0.68% in Q1 2026, buying an estimated $4.33K and bringing the position to 2,357 shares worth $571K. The position accounts for 0.26% of the portfolio, ranked #22.

Wealth Management Strategies first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. The position peaked at $693K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wealth Management Strategies held 2,357 shares of IBM worth $571K as of Q1 2026.
  • Wealth Management Strategies bought 16 IBM shares in Q1 2026, an estimated $4.33K.
  • IBM made up 0.26% of Wealth Management Strategies's portfolio in Q1 2026, its #22 holding.
  • Wealth Management Strategies first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's IBM position peaked at $693K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.