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ADE LLC’s IBM IBM Stock Holding History

ADE LLC’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 		$265K Hold
1,092
– – 0.13% 78
2025
Q4 		$323K Hold
1,092
– – 0.16% 71
2025
Q3 		$308K Buy
+1,092
New +$286K 0.16% 68
2021
Q4 		– Sell
-523
Closed -$69K – 146
2021
Q3 		$69K Hold
523
– – 0.06% 109
2021
Q2 		$73K Hold
523
– – 0.07% 114
2021
Q1 		$67K Hold
523
– – 0.07% 107
2020
Q4 		$63K Buy
+523
New +$60.4K 0.05% 139

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

ADE LLC's IBM Position: Q1 2026 in Review

ADE LLC held its IBM (IBM) position steady in Q1 2026 at 1,092 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #78.

ADE LLC first reported a position in IBM in Q4 2020 and has held it in 7 quarters since. The position peaked at $323K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • ADE LLC held 1,092 shares of IBM worth $265K as of Q1 2026.
  • ADE LLC left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.13% of ADE LLC's portfolio in Q1 2026, its #78 holding.
  • ADE LLC first reported a position in IBM in Q4 2020 and has held it in 7 quarters since.
  • ADE LLC's IBM position peaked at $323K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on ADE LLC's 13F filing for Q1 2026, filed 14 May 2026.