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Wealth Preservation Advisors’s IBM IBM Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-556
Closed -$165K – 1102
2025
Q4 		$165K Buy
556
+3
+0.5% +$898 0.08% 99
2025
Q3 		$156K Sell
553
-3
-0.5% -$785 0.09% 99
2025
Q2 		$164K Sell
556
-1
-0.2% -$258 0.1% 97
2025
Q1 		$139K Buy
+557
New +$136K 0.1% 102

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 Preservation Advisors's IBM Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 556 shares — an estimated $165K sold.

Wealth Preservation Advisors first reported a position in IBM in Q1 2025 and held it in 4 quarters. The position peaked at $165K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 556 IBM shares in Q1 2026, an estimated $165K.
  • Wealth Preservation Advisors first reported a position in IBM in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's IBM position peaked at $165K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.