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Win Advisors’s IBM IBM Stock Holding History

Win Advisors’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
-2,697
Closed -$799K – 94
2025
Q4 		$799K Buy
2,697
+1,165
+76% +$349K 0.34% 58
2025
Q3 		$432K Buy
+1,532
New +$401K 0.21% 55
2023
Q1 		– Sell
-132
Closed -$18.6K – 84
2022
Q4 		$18.6K Sell
132
-98
-43% -$13.5K 0.01% 92
2022
Q3 		$27K Sell
230
-6
-3% -$787 0.01% 45
2022
Q2 		$33K Buy
236
+81
+52% +$10.9K 0.06% 59
2022
Q1 		$20K Buy
+155
New +$20.2K 0.01% 112

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Win Advisors's IBM Position: Q1 2026 in Review

Win Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 2,697 shares — an estimated $799K sold.

Win Advisors first reported a position in IBM in Q1 2022 and held it in 6 quarters. The position peaked at $799K in Q4 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Win Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Win Advisors sold 2,697 IBM shares in Q1 2026, an estimated $799K.
  • Win Advisors first reported a position in IBM in Q1 2022 and held it in 6 quarters.
  • Win Advisors's IBM position peaked at $799K in Q4 2025.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.