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Widmann Financial Services’s IBM IBM Stock Holding History

Widmann Financial Services’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 		$3.65M Sell
15,057
-18
-0.1% -$4.87K 2.17% 12
2025
Q4 		$4.47M Buy
15,075
+12
+0.1% +$3.59K 2.73% 10
2025
Q3 		$4.25M Buy
15,063
+25
+0.2% +$6.54K 2.67% 9
2025
Q2 		$4.43M Sell
15,038
-51
-0.3% -$13.1K 3.09% 7
2025
Q1 		$3.75M Buy
15,089
+293
+2% +$71.7K 2.91% 9
2024
Q4 		$3.25M Sell
14,796
-138
-0.9% -$30.7K 2.52% 10
2024
Q3 		$3.3M Sell
14,934
-46
-0.3% -$9.02K 2.5% 11
2024
Q2 		$2.59M Buy
14,980
+270
+2% +$46.9K 2.11% 10
2024
Q1 		$2.81M Sell
14,710
-542
-4% -$98.9K 2.36% 11
2023
Q4 		$2.49M Sell
15,252
-17
-0.1% -$2.57K 2.25% 11
2023
Q3 		$2.14M Sell
15,269
-91
-0.6% -$12.9K 2.13% 13
2023
Q2 		$2.06M Buy
15,360
+253
+2% +$32.7K 1.97% 14
2023
Q1 		$1.98M Sell
15,107
-43
-0.3% -$5.75K 2% 15
2022
Q4 		$2.13M Buy
15,150
+145
+1% +$20K 2.23% 13
2022
Q3 		$1.78M Buy
15,005
+742
+5% +$97.4K 1.97% 16
2022
Q2 		$2.01M Buy
14,263
+401
+3% +$54.1K 2.08% 16
2022
Q1 		$1.8M Buy
13,862
+580
+4% +$75.6K 1.6% 19
2021
Q4 		$1.77M Buy
+13,282
New +$1.67M 1.46% 20

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

Widmann Financial Services's IBM Position: Q1 2026 in Review

Widmann Financial Services reduced its IBM (IBM) stake by 0.12% in Q1 2026, selling an estimated $4.87K and leaving 15,057 shares worth $3.65M. The position accounts for 2.17% of the portfolio, ranked #12.

Widmann Financial Services first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.47M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Widmann Financial Services held 15,057 shares of IBM worth $3.65M as of Q1 2026.
  • Widmann Financial Services sold 18 IBM shares in Q1 2026, an estimated $4.87K.
  • IBM made up 2.17% of Widmann Financial Services's portfolio in Q1 2026, its #12 holding.
  • Widmann Financial Services first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's IBM position peaked at $4.47M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.