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Xcel Wealth Management’s IBM IBM Stock Holding History

Xcel 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 		$630K Buy
2,599
+1,365
+111% +$369K 0.17% 92
2025
Q4 		$366K Buy
+1,234
New +$370K 0.09% 120
2023
Q3 		– Sell
-4,488
Closed -$601K – 117
2023
Q2 		$601K Hold
4,488
– – 0.19% 80
2023
Q1 		$588K Buy
4,488
+520
+13% +$69.6K 0.21% 76
2022
Q4 		$559K Buy
3,968
+485
+14% +$66.9K 0.22% 75
2022
Q3 		$414K Buy
3,483
+135
+4% +$17.7K 0.15% 87
2022
Q2 		$473K Buy
3,348
+157
+5% +$21.2K 0.17% 79
2022
Q1 		$415K Buy
3,191
+797
+33% +$104K 0.11% 108
2021
Q4 		$320K Buy
2,394
+300
+14% +$37.6K 0.08% 123
2021
Q3 		$278K Buy
2,094
+107
+5% +$14.3K 0.08% 125
2021
Q2 		$279K Buy
+1,987
New +$272K 0.08% 128

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

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

Xcel Wealth Management increased its IBM (IBM) stake by 111% in Q1 2026, buying an estimated $369K and bringing the position to 2,599 shares worth $630K. The position accounts for 0.17% of the portfolio, ranked #92.

Xcel Wealth Management first reported a position in IBM in Q2 2021 and has held it in 11 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Xcel Wealth Management held 2,599 shares of IBM worth $630K as of Q1 2026.
  • Xcel Wealth Management bought 1,365 IBM shares in Q1 2026, an estimated $369K.
  • IBM made up 0.17% of Xcel Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Xcel Wealth Management first reported a position in IBM in Q2 2021 and has held it in 11 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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