Westshore Wealth’s IBM IBM Stock Holding History

Westshore Wealth’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	$291K	Sell	1,200 -100	-8%	-$27.1K	0.1%	83
2025 Q4	$385K	Sell	1,300 -200	-13%	-$59.9K	0.13%	58
2025 Q3	$423K	Sell	1,500 -200	-12%	-$52.4K	0.14%	61
2025 Q2	$501K	Sell	1,700 -100	-6%	-$25.8K	0.19%	44
2025 Q1	$448K	Hold	1,800	–	–	0.19%	47
2024 Q4	$396K	Hold	1,800	–	–	0.16%	50
2024 Q3	$398K	Hold	1,800	–	–	0.16%	51
2024 Q2	$311K	Buy	1,800 +400	+29%	+$69.5K	0.13%	61
2024 Q1	$267K	Sell	1,400 -100	-7%	-$18.2K	0.11%	74
2023 Q4	$245K	Sell	1,500 -200	-12%	-$30.2K	0.11%	76
2023 Q3	$239K	Sell	1,700 -1,200	-41%	-$171K	0.13%	73
2023 Q2	$388K	Sell	2,900 -709	-20%	-$91.5K	0.2%	46
2023 Q1	$473K	Buy	3,609 +309	+9%	+$41.3K	0.25%	44
2022 Q4	$465K	Hold	3,300	–	–	0.26%	43
2022 Q3	$392K	Sell	3,300 -200	-6%	-$26.2K	0.27%	40
2022 Q2	$494K	Buy	+3,500	New	+$472K	0.32%	34
2019 Q4	$623K	Buy	+4,864	New	+$632K	0.69%	24

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

Westshore Wealth's IBM Position: Q1 2026 in Review

Westshore Wealth reduced its IBM (IBM) stake by 7.7% in Q1 2026, selling an estimated $27.1K and leaving 1,200 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #83.

Westshore Wealth first reported a position in IBM in Q4 2019 and has held it in 17 quarters since. The position peaked at $623K in Q4 2019. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Westshore Wealth held 1,200 shares of IBM worth $291K as of Q1 2026.
Westshore Wealth sold 100 IBM shares in Q1 2026, an estimated $27.1K.
IBM made up 0.1% of Westshore Wealth's portfolio in Q1 2026, its #83 holding.
Westshore Wealth first reported a position in IBM in Q4 2019 and has held it in 17 quarters since.
Westshore Wealth's IBM position peaked at $623K in Q4 2019.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.