WealthShield Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
4,383
+225
| +5% | +$60.9K | 0.12% | 178 |
|
|
2025
Q4 | $1.23M | Sell |
4,158
-15
| -0.4% | -$4.49K | 0.14% | 155 |
|
|
2025
Q3 | $1.18M | Buy |
4,173
+267
| +7% | +$69.9K | 0.13% | 162 |
|
|
2025
Q2 | $1.15M | Buy |
3,906
+1,441
| +58% | +$371K | 0.14% | 162 |
|
|
2025
Q1 | $613K | Buy |
2,465
+174
| +8% | +$42.6K | 0.08% | 205 |
|
|
2024
Q4 | $504K | Sell |
2,291
-210
| -8% | -$46.8K | 0.07% | 213 |
|
|
2024
Q3 | $553K | Sell |
2,501
-2
| -0.1% | -$392 | 0.07% | 203 |
|
|
2024
Q2 | $433K | Buy |
2,503
+113
| +5% | +$19.6K | 0.07% | 212 |
|
|
2024
Q1 | $456K | Buy |
2,390
+6
| +0.3% | +$1.09K | 0.07% | 201 |
|
|
2023
Q4 | $390K | Sell |
2,384
-132
| -5% | -$19.9K | 0.06% | 219 |
|
|
2023
Q3 | $353K | Sell |
2,516
-34
| -1% | -$4.84K | 0.05% | 236 |
|
|
2023
Q2 | $341K | Sell |
2,550
-23
| -0.9% | -$2.97K | 0.05% | 242 |
|
|
2023
Q1 | $337K | Buy |
2,573
+48
| +2% | +$6.42K | 0.05% | 235 |
|
|
2022
Q4 | $356K | Sell |
2,525
-1,218
| -33% | -$168K | 0.07% | 228 |
|
|
2022
Q3 | $445K | Sell |
3,743
-64
| -2% | -$8.4K | 0.09% | 205 |
|
|
2022
Q2 | $538K | Sell |
3,807
-1,506
| -28% | -$203K | 0.11% | 188 |
|
|
2022
Q1 | $691K | Sell |
5,313
-3,751
| -41% | -$489K | 0.11% | 191 |
|
|
2021
Q4 | $1.21M | Buy |
9,064
+4,843
| +115% | +$607K | 0.2% | 109 |
|
|
2021
Q3 | $561K | Sell |
4,221
-230
| -5% | -$30.7K | 0.15% | 131 |
|
|
2021
Q2 | $624K | Sell |
4,451
-142
| -3% | -$19.4K | 0.1% | 143 |
|
|
2021
Q1 | $584K | Sell |
4,593
-70
| -2% | -$8.38K | 0.11% | 139 |
|
|
2020
Q4 | $561K | Buy |
4,663
+2,162
| +86% | +$250K | 0.1% | 154 |
|
|
2020
Q3 | $291K | Buy |
2,501
+6
| +0.2% | +$706 | 0.1% | 196 |
|
|
2020
Q2 | $288K | Buy |
2,495
+153
| +7% | +$17.8K | 0.13% | 156 |
|
|
2020
Q1 | $248K | Buy |
2,342
+61
| +3% | +$7.71K | 0.15% | 130 |
|
|
2019
Q4 | $292K | Hold |
2,281
| – | – | 0.14% | 140 |
|
|
2019
Q3 | $317K | Hold |
2,281
| – | – | 0.17% | 129 |
|
|
2019
Q2 | $301K | Hold |
2,281
| – | – | 0.17% | 117 |
|
|
2019
Q1 | $308K | Sell |
2,281
-737
| -24% | -$93.9K | 0.17% | 102 |
|
|
2018
Q4 | $328K | Sell |
3,018
-722
| -19% | -$86.7K | 0.22% | 85 |
|
|
2018
Q3 | $541K | Buy |
3,740
+1,808
| +94% | +$253K | 0.31% | 59 |
|
|
2018
Q2 | $258K | Sell |
1,932
-90
| -4% | -$12.6K | 0.16% | 102 |
|
|
2018
Q1 | $297K | Sell |
2,022
-512
| -20% | -$77.5K | 0.19% | 85 |
|
|
2017
Q4 | $373K | Buy |
+2,534
| New | +$368K | 0.23% | 80 |
|
Other funds holding IBM
VCM
VPM
WealthShield Partners's IBM Position: Q1 2026 in Review
WealthShield Partners increased its IBM (IBM) stake by 5.4% in Q1 2026, buying an estimated $60.9K and bringing the position to 4,383 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #178.
WealthShield Partners first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.23M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- WealthShield Partners held 4,383 shares of IBM worth $1.06M as of Q1 2026.
- WealthShield Partners bought 225 IBM shares in Q1 2026, an estimated $60.9K.
- IBM made up 0.12% of WealthShield Partners's portfolio in Q1 2026, its #178 holding.
- WealthShield Partners first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's IBM position peaked at $1.23M in Q4 2025.
- 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.