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Wealthspire Advisors (New York)’s IBM IBM Stock Holding History

Wealthspire Advisors (New York)’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 		$9.8M Buy
40,416
+1,032
+3% +$279K 0.08% 115
2025
Q4 		$11.7M Sell
39,384
-23,670
-38% -$7.09M 0.09% 106
2025
Q3 		$17.8M Sell
63,054
-7,012
-10% -$1.84M 0.09% 86
2025
Q2 		$20.7M Buy
70,066
+12,114
+21% +$3.12M 0.12% 78
2025
Q1 		$14.4M Buy
57,952
+30,369
+110% +$7.43M 0.09% 92
2024
Q4 		$6.06M Buy
27,583
+1,241
+5% +$276K 0.06% 135
2024
Q3 		$5.82M Buy
26,342
+1,156
+5% +$227K 0.06% 139
2024
Q2 		$4.36M Sell
25,186
-103
-0.4% -$17.9K 0.06% 125
2024
Q1 		$4.83M Buy
25,289
+221
+0.9% +$40.3K 0.06% 114
2023
Q4 		$4.1M Sell
25,068
-1,000
-4% -$151K 0.06% 123
2023
Q3 		$3.66M Buy
26,068
+3,534
+16% +$503K 0.06% 121
2023
Q2 		$3.02M Sell
22,534
-900
-4% -$116K 0.05% 119
2023
Q1 		$3.07M Sell
23,434
-2,662
-10% -$356K 0.05% 120
2022
Q4 		$3.68M Buy
26,096
+8,406
+48% +$1.16M 0.07% 113
2022
Q3 		$2.1M Buy
17,690
+2,795
+19% +$367K 0.04% 138
2022
Q2 		$2.1M Sell
14,895
-337
-2% -$45.5K 0.04% 142
2022
Q1 		$1.98M Sell
15,232
-3,263
-18% -$426K 0.04% 128
2021
Q4 		$2.47M Sell
18,495
-3,827
-17% -$480K 0.05% 125
2021
Q3 		$2.96M Buy
22,322
+6,753
+43% +$903K 0.06% 126
2021
Q2 		$2.18M Sell
15,569
-10,736
-41% -$1.47M 0.06% 104
2021
Q1 		$3.35M Buy
26,305
+8,832
+51% +$1.06M 0.08% 117
2020
Q4 		$2.1M Buy
17,473
+10,782
+161% +$1.25M 0.06% 133
2020
Q3 		$778K Buy
6,691
+1,075
+19% +$127K 0.05% 144
2020
Q2 		$648K Sell
5,616
-23,195
-81% -$2.69M 0.05% 136
2020
Q1 		$3.06M Buy
28,811
+24,560
+578% +$3.11M 0.13% 91
2019
Q4 		$545K Buy
4,251
+881
+26% +$115K 0.04% 100
2019
Q3 		$469K Buy
+3,370
New +$455K 0.04% 89
2019
Q1 		– Sell
-1,157
Closed -$126K – 387
2018
Q4 		$126K Buy
+1,157
New +$139K 0.01% 95

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

Wealthspire Advisors (New York)'s IBM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its IBM (IBM) stake by 2.6% in Q1 2026, buying an estimated $279K and bringing the position to 40,416 shares worth $9.8M. The position accounts for 0.08% of the portfolio, ranked #115.

Wealthspire Advisors (New York) first reported a position in IBM in Q4 2018 and has held it in 28 quarters since. The position peaked at $20.7M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wealthspire Advisors (New York) held 40,416 shares of IBM worth $9.8M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 1,032 IBM shares in Q1 2026, an estimated $279K.
  • IBM made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #115 holding.
  • Wealthspire Advisors (New York) first reported a position in IBM in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s IBM position peaked at $20.7M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.