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WT Wealth Management’s IBM IBM Stock Holding History

WT Wealth Management’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 		$224K Buy
924
+22
+2% +$5.95K 0.07% 123
2025
Q4 		$267K Sell
902
-61
-6% -$18.3K 0.08% 109
2025
Q3 		$272K Buy
963
+66
+7% +$17.3K 0.08% 108
2025
Q2 		$264K Buy
897
+10
+1% +$2.58K 0.08% 119
2025
Q1 		$221K Sell
887
-160
-15% -$39.1K 0.07% 114
2024
Q4 		$230K Buy
+1,047
New +$233K 0.07% 119

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

WT Wealth Management's IBM Position: Q1 2026 in Review

WT Wealth Management increased its IBM (IBM) stake by 2.4% in Q1 2026, buying an estimated $5.95K and bringing the position to 924 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #123.

WT Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • WT Wealth Management held 924 shares of IBM worth $224K as of Q1 2026.
  • WT Wealth Management bought 22 IBM shares in Q1 2026, an estimated $5.95K.
  • IBM made up 0.07% of WT Wealth Management's portfolio in Q1 2026, its #123 holding.
  • WT Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • WT Wealth Management's IBM position peaked at $272K in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on WT Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.