Wealthspan Partners’s IBM IBM Stock Holding History

Wealthspan Partners’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	-684	Closed	-$203K	–	127
2025 Q4	$203K	Buy	+684	New	+$205K	0.07%	120
2025 Q3	–	Sell	-683	Closed	-$201K	–	124
2025 Q2	$201K	Buy	+683	New	+$176K	0.08%	114

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspan Partners's IBM Position: Q1 2026 in Review

Wealthspan Partners sold out of IBM (IBM) in Q1 2026, closing a stake of 684 shares — an estimated $203K sold.

Wealthspan Partners first reported a position in IBM in Q2 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Wealthspan Partners reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Wealthspan Partners sold 684 IBM shares in Q1 2026, an estimated $203K.
Wealthspan Partners first reported a position in IBM in Q2 2025 and held it in 2 quarters.
Wealthspan Partners's IBM position peaked at $203K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.