W
IBM icon

WPWealth’s IBM IBM Stock Holding History

WPWealth’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
-706
Closed -$209K – 98
2025
Q4 		$209K Buy
+706
New +$211K 0.03% 94

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 $3.38T AUM 44.17% 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

WPWealth's IBM Position: Q1 2026 in Review

WPWealth sold out of IBM (IBM) in Q1 2026, closing a stake of 706 shares — an estimated $209K sold.

WPWealth first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 3,494 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • WPWealth reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • WPWealth sold 706 IBM shares in Q1 2026, an estimated $209K.
  • WPWealth first reported a position in IBM in Q4 2025 and held it in 1 quarter.
  • WPWealth's IBM position peaked at $209K in Q4 2025.
  • 3,494 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on WPWealth's 13F filing for Q1 2026, filed 12 May 2026.