WP Advisors’s IBM IBM Stock Holding History

WP 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	-679	Closed	-$201K	–	117
2025 Q4	$201K	Buy	+679	New	+$203K	0.05%	115
2019 Q2	–	Sell	-913	Closed	-$1.23K	–	101
2019 Q1	$1.23K	Buy	+913	New	+$116K	0.13%	74
2018 Q4	–	Sell	-1,460	Closed	-$211K	–	137
2018 Q3	$211K	Buy	1,460 +195	+15%	+$27.2K	0.2%	58
2018 Q2	$169K	Buy	+1,265	New	+$176K	0.16%	65
2017 Q2	–	Sell	-1,286	Closed	-$214K	–	73
2017 Q1	$214K	Buy	+1,286	New	+$216K	0.13%	64

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

WP Advisors's IBM Position: Q1 2026 in Review

WP Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 679 shares — an estimated $201K sold.

WP Advisors first reported a position in IBM in Q1 2017 and held it in 5 quarters. The position peaked at $214K in Q1 2017. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

WP Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
WP Advisors sold 679 IBM shares in Q1 2026, an estimated $201K.
WP Advisors first reported a position in IBM in Q1 2017 and held it in 5 quarters.
WP Advisors's IBM position peaked at $214K in Q1 2017.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.