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Abbot Financial Management’s IBM IBM Stock Holding History

Abbot Financial 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
2020
Q2 		– Sell
-1,569
Closed -$292K – 130
2020
Q1 		$292K Hold
1,569
– – 0.24% 87
2019
Q4 		$292K Sell
1,569
-209
-12% -$27.2K 0.18% 102
2019
Q3 		$331K Buy
+1,778
New +$240K 0.24% 94
2018
Q3 		– Sell
-209
Closed -$39K – 117
2018
Q2 		$39K Buy
+209
New +$29.1K 0.03% 110

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

Abbot Financial Management's IBM Position: Q1 2026 in Review

Abbot Financial Management increased its IBM (IBM) stake by 7% in Q1 2026, buying an estimated $27.1K and bringing the position to 1,531 shares worth $371K. The position accounts for 0.16% of the portfolio, ranked #117.

Abbot Financial Management first reported a position in IBM in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.07M in Q3 2018. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Abbot Financial Management held 1,531 shares of IBM worth $371K as of Q1 2026.
  • Abbot Financial Management bought 100 IBM shares in Q1 2026, an estimated $27.1K.
  • IBM made up 0.16% of Abbot Financial Management's portfolio in Q1 2026, its #117 holding.
  • Abbot Financial Management first reported a position in IBM in Q2 2017 and has held it in 27 quarters since.
  • Abbot Financial Management's IBM position peaked at $1.07M in Q3 2018.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.