Winnow Wealth’s IBM IBM Stock Holding History

Winnow 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	–	Sell	-31	Closed	-$9.21K	–	328
2025 Q4	$9.21K	Buy	31 +5	+19%	+$1.5K	0.01%	232
2025 Q3	$7.36K	Sell	26 -66	-72%	-$17.3K	0.01%	247
2025 Q2	$27.1K	Buy	92 +65	+241%	+$16.7K	0.02%	105
2025 Q1	$6.53K	Buy	27 +8	+42%	+$1.96K	0.01%	220
2024 Q4	$4.03K	Buy	+19	New	+$4.23K	﹤0.01%	216

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

Winnow Wealth's IBM Position: Q1 2026 in Review

Winnow Wealth sold out of IBM (IBM) in Q1 2026, closing a stake of 31 shares — an estimated $9.21K sold.

Winnow Wealth first reported a position in IBM in Q4 2024 and held it in 5 quarters. The position peaked at $27.1K in Q2 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Winnow Wealth reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 31 IBM shares in Q1 2026, an estimated $9.21K.
Winnow Wealth first reported a position in IBM in Q4 2024 and held it in 5 quarters.
Winnow Wealth's IBM position peaked at $27.1K in Q2 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.