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Wescott Financial Advisory Group’s IBM IBM Stock Holding History

Wescott Financial Advisory Group’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 		$760K Buy
3,135
+60
+2% +$16.2K 0.07% 113
2025
Q4 		$911K Buy
3,075
+603
+24% +$181K 0.08% 106
2025
Q3 		$698K Buy
2,472
+36
+1% +$9.42K 0.06% 108
2025
Q2 		$718K Buy
2,436
+14
+0.6% +$3.61K 0.07% 104
2025
Q1 		$602K Buy
2,422
+59
+2% +$14.4K 0.06% 103
2024
Q4 		$519K Buy
2,363
+101
+4% +$22.5K 0.05% 110
2024
Q3 		$500K Buy
2,262
+17
+0.8% +$3.33K 0.05% 113
2024
Q2 		$388K Buy
2,245
+650
+41% +$113K 0.05% 128
2024
Q1 		$305K Buy
1,595
+60
+4% +$10.9K 0.04% 136
2023
Q4 		$251K Buy
1,535
+3
+0.2% +$453 0.04% 145
2023
Q3 		$215K Buy
1,532
+3
+0.2% +$427 0.04% 146
2023
Q2 		$205K Buy
+1,529
New +$197K 0.04% 153

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

Wescott Financial Advisory Group's IBM Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its IBM (IBM) stake by 2% in Q1 2026, buying an estimated $16.2K and bringing the position to 3,135 shares worth $760K. The position accounts for 0.07% of the portfolio, ranked #113.

Wescott Financial Advisory Group first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $911K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wescott Financial Advisory Group held 3,135 shares of IBM worth $760K as of Q1 2026.
  • Wescott Financial Advisory Group bought 60 IBM shares in Q1 2026, an estimated $16.2K.
  • IBM made up 0.07% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #113 holding.
  • Wescott Financial Advisory Group first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
  • Wescott Financial Advisory Group's IBM position peaked at $911K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.