Western Financial Corp’s IBM IBM Stock Holding History

Western Financial Corp’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	-4,745	Closed	-$1.41M	–	136
2025 Q4	$1.41M	Sell	4,745 -369	-7%	-$111K	0.56%	42
2025 Q3	$1.44M	Buy	5,114 +871	+21%	+$228K	0.63%	43
2025 Q2	$1.25M	Buy	+4,243	New	+$1.09M	0.67%	41

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

Western Financial Corp's IBM Position: Q1 2026 in Review

Western Financial Corp sold out of IBM (IBM) in Q1 2026, closing a stake of 4,745 shares — an estimated $1.41M sold.

Western Financial Corp first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $1.44M in Q3 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Western Financial Corp reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Western Financial Corp sold 4,745 IBM shares in Q1 2026, an estimated $1.41M.
Western Financial Corp first reported a position in IBM in Q2 2025 and held it in 3 quarters.
Western Financial Corp's IBM position peaked at $1.44M in Q3 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.