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Addison Advisors’s IBM IBM Stock Holding History

Addison 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 		$1.28M Buy
5,276
+151
+3% +$40.9K 0.28% 72
2025
Q4 		$1.52M Sell
5,125
-40
-0.8% -$12K 0.34% 61
2025
Q3 		$1.46M Sell
5,165
-45
-0.9% -$11.8K 0.34% 64
2025
Q2 		$1.54M Buy
5,210
+244
+5% +$62.9K 0.38% 55
2025
Q1 		$1.23M Buy
4,966
+15
+0.3% +$3.67K 0.34% 60
2024
Q4 		$1.09M Sell
4,951
-196
-4% -$43.7K 0.3% 66
2024
Q3 		$1.14M Buy
5,147
+11
+0.2% +$2.16K 0.32% 64
2024
Q2 		$888K Buy
5,136
+199
+4% +$34.6K 0.29% 66
2024
Q1 		$943K Buy
4,937
+27
+0.5% +$4.93K 0.32% 65
2023
Q4 		$803K Buy
4,910
+569
+13% +$86K 0.31% 65
2023
Q3 		$609K Buy
4,341
+91
+2% +$12.9K 0.28% 70
2023
Q2 		$569K Sell
4,250
-53
-1% -$6.84K 0.28% 72
2023
Q1 		$564K Buy
4,303
+125
+3% +$16.7K 0.32% 68
2022
Q4 		$589K Sell
4,178
-210
-5% -$29K 0.35% 61
2022
Q3 		$521K Sell
4,388
-335
-7% -$44K 0.32% 64
2022
Q2 		$667K Buy
4,723
+20
+0.4% +$2.7K 0.4% 54
2022
Q1 		$611K Buy
4,703
+222
+5% +$29K 0.33% 64
2021
Q4 		$599K Buy
4,481
+315
+8% +$39.5K 0.37% 53
2021
Q3 		$553K Buy
4,166
+6
+0.1% +$802 0.44% 40
2021
Q2 		$583K Buy
+4,160
New +$569K 0.47% 40
2020
Q4 		$456K Buy
+3,788
New +$438K 0.44% 44

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

Addison Advisors's IBM Position: Q1 2026 in Review

Addison Advisors increased its IBM (IBM) stake by 2.9% in Q1 2026, buying an estimated $40.9K and bringing the position to 5,276 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #72.

Addison Advisors first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.54M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Addison Advisors held 5,276 shares of IBM worth $1.28M as of Q1 2026.
  • Addison Advisors bought 151 IBM shares in Q1 2026, an estimated $40.9K.
  • IBM made up 0.28% of Addison Advisors's portfolio in Q1 2026, its #72 holding.
  • Addison Advisors first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's IBM position peaked at $1.54M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.