WI
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WJ Interests’s IBM IBM Stock Holding History

WJ Interests’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 		$354K Sell
1,462
-100
-6% -$27.1K 0.14% 17
2025
Q4 		$463K Hold
1,562
– – 0.2% 15
2025
Q3 		$441K Hold
1,562
– – 0.18% 17
2025
Q2 		$460K Sell
1,562
-138
-8% -$35.6K 0.2% 16
2025
Q1 		$423K Buy
+1,700
New +$416K 0.2% 15

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

WJ Interests's IBM Position: Q1 2026 in Review

WJ Interests reduced its IBM (IBM) stake by 6.4% in Q1 2026, selling an estimated $27.1K and leaving 1,462 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #17.

WJ Interests first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $463K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • WJ Interests held 1,462 shares of IBM worth $354K as of Q1 2026.
  • WJ Interests sold 100 IBM shares in Q1 2026, an estimated $27.1K.
  • IBM made up 0.14% of WJ Interests's portfolio in Q1 2026, its #17 holding.
  • WJ Interests first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • WJ Interests's IBM position peaked at $463K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on WJ Interests's 13F filing for Q1 2026, filed 21 Apr 2026.