Wilson & Boucher Capital Management’s IBM IBM Stock Holding History

Wilson & Boucher Capital Management’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	$564K	Hold	2,325	–	–	0.37%	65
2025 Q4	$689K	Hold	2,325	–	–	0.45%	58
2025 Q3	$656K	Hold	2,325	–	–	0.43%	61
2025 Q2	$685K	Hold	2,325	–	–	0.48%	58
2025 Q1	$578K	Sell	2,325 -100	-4%	-$24.5K	0.43%	65
2024 Q4	$533K	Sell	2,425 -77	-3%	-$17.1K	0.38%	71
2024 Q3	$553K	Sell	2,502 -50	-2%	-$9.8K	0.38%	68
2024 Q2	$441K	Hold	2,552	–	–	0.34%	78
2024 Q1	$487K	Sell	2,552 -48	-2%	-$8.76K	0.38%	70
2023 Q4	$425K	Hold	2,600	–	–	0.36%	74
2023 Q3	$365K	Sell	2,600 -300	-10%	-$42.7K	0.35%	74
2023 Q2	$388K	Hold	2,900	–	–	0.35%	71
2023 Q1	$380K	Buy	2,900 +22	+0.8%	+$2.94K	0.37%	73
2022 Q4	$406K	Hold	2,878	–	–	0.42%	65
2022 Q3	$342K	Sell	2,878 -48	-2%	-$6.3K	0.4%	71
2022 Q2	$413K	Hold	2,926	–	–	0.45%	68
2022 Q1	$380K	Hold	2,926	–	–	0.34%	76
2021 Q4	$391K	Buy	+2,926	New	+$367K	0.35%	75

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

Wilson & Boucher Capital Management's IBM Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its IBM (IBM) position steady in Q1 2026 at 2,325 shares worth $564K. The position accounts for 0.37% of the portfolio, ranked #65.

Wilson & Boucher Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $689K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Wilson & Boucher Capital Management held 2,325 shares of IBM worth $564K as of Q1 2026.
Wilson & Boucher Capital Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.37% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #65 holding.
Wilson & Boucher Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's IBM position peaked at $689K in Q4 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.