Advance Capital Management’s IBM IBM Stock Holding History

Advance Capital 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	$644K	Hold	2,657	–	–	0.02%	94
2025 Q4	$787K	Buy	2,657 +1	+0%	+$299	0.03%	80
2025 Q3	$750K	Buy	2,656 +346	+15%	+$90.6K	0.03%	82
2025 Q2	$681K	Sell	2,310 -406	-15%	-$105K	0.03%	88
2025 Q1	$675K	Buy	2,716 +1,096	+68%	+$268K	0.03%	82
2024 Q4	$356K	Buy	1,620 +132	+9%	+$29.4K	0.02%	107
2024 Q3	$329K	Sell	1,488 -314	-17%	-$61.6K	0.01%	110
2024 Q2	$312K	Sell	1,802 -700	-28%	-$122K	0.01%	114
2024 Q1	$478K	Buy	2,502 +71	+3%	+$13K	0.03%	87
2023 Q4	$398K	Buy	2,431 +7	+0.3%	+$1.06K	0.03%	79
2023 Q3	$340K	Hold	2,424	–	–	0.03%	86
2023 Q2	$324K	Sell	2,424 -302	-11%	-$39K	0.04%	85
2023 Q1	$357K	Hold	2,726	–	–	0.06%	72
2022 Q4	$384K	Hold	2,726	–	–	0.05%	63
2022 Q3	$324K	Hold	2,726	–	–	0.04%	60
2022 Q2	$385K	Buy	2,726 +51	+2%	+$6.88K	0.05%	54
2022 Q1	$348K	Hold	2,675	–	–	0.04%	55
2021 Q4	$357K	Buy	+2,675	New	+$336K	0.07%	58

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advance Capital Management's IBM Position: Q1 2026 in Review

Advance Capital Management held its IBM (IBM) position steady in Q1 2026 at 2,657 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #94.

Advance Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $787K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Advance Capital Management held 2,657 shares of IBM worth $644K as of Q1 2026.
Advance Capital Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #94 holding.
Advance Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Advance Capital Management's IBM position peaked at $787K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.