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Advisors Management Group’s IBM IBM Stock Holding History

Advisors Management Group’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 		$7.48M Sell
30,869
-3,629
-11% -$982K 1.36% 19
2025
Q4 		$10.2M Sell
34,498
-4,914
-12% -$1.47M 1.86% 12
2025
Q3 		$11.1M Sell
39,412
-353
-0.9% -$92.4K 1.95% 11
2025
Q2 		$11.7M Sell
39,765
-239
-0.6% -$61.6K 2.21% 7
2025
Q1 		$9.95M Sell
40,004
-433
-1% -$106K 2.16% 9
2024
Q4 		$8.89M Sell
40,437
-258
-0.6% -$57.5K 2.1% 10
2024
Q3 		$9M Buy
40,695
+348
+0.9% +$68.2K 2.13% 13
2024
Q2 		$6.98M Sell
40,347
-6,922
-15% -$1.2M 1.74% 16
2024
Q1 		$9.03M Buy
47,269
+54
+0.1% +$9.85K 2.24% 11
2023
Q4 		$7.72M Buy
47,215
+939
+2% +$142K 2.1% 13
2023
Q3 		$6.49M Sell
46,276
-902
-2% -$128K 1.96% 15
2023
Q2 		$6.31M Sell
47,178
-221
-0.5% -$28.5K 1.88% 18
2023
Q1 		$6.21M Buy
47,399
+182
+0.4% +$24.3K 1.98% 18
2022
Q4 		$6.65M Sell
47,217
-158
-0.3% -$21.8K 2.51% 12
2022
Q3 		$5.63M Sell
47,375
-139
-0.3% -$18.2K 2.24% 15
2022
Q2 		$6.71M Buy
47,514
+213
+0.5% +$28.7K 2.35% 12
2022
Q1 		$6.15M Buy
47,301
+11,610
+33% +$1.51M 2.08% 18
2021
Q4 		$4.77M Sell
35,691
-1,722
-5% -$216K 1.43% 22
2021
Q3 		$4.97M Buy
37,413
+248
+0.7% +$33.2K 1.54% 19
2021
Q2 		$5.21M Sell
37,165
-247
-0.7% -$33.8K 1.55% 19
2021
Q1 		$4.77M Buy
37,412
+23,523
+169% +$2.82M 1.5% 20
2020
Q4 		$1.67M Buy
13,889
+198
+1% +$22.9K 0.68% 47
2020
Q3 		$1.59M Sell
13,691
-4
-0% -$471 0.66% 47
2020
Q2 		$1.58M Buy
13,695
+9,043
+194% +$1.05M 0.7% 46
2020
Q1 		$493K Buy
4,652
+1,015
+28% +$128K 0.24% 60
2019
Q4 		$466K Buy
3,637
+188
+5% +$24.4K 0.18% 64
2019
Q3 		$479K Hold
3,449
– – 0.2% 62
2019
Q2 		$455K Buy
3,449
+1
+0% +$131 0.2% 63
2019
Q1 		$465K Buy
3,448
+240
+7% +$30.6K 0.21% 61
2018
Q4 		$349K Buy
3,208
+1
+0% +$120 0.18% 63
2018
Q3 		$464K Hold
3,207
– – 0.21% 65
2018
Q2 		$428K Hold
3,207
– – 0.2% 63
2018
Q1 		$468K Hold
3,207
– – 0.24% 58
2017
Q4 		$470K Hold
3,207
– – 0.24% 57
2017
Q3 		$445K Buy
3,207
+1
+0% +$139 0.24% 54
2017
Q2 		$472K Sell
3,206
-67
-2% -$10.1K 0.26% 53
2017
Q1 		$545K Hold
3,273
– – 0.34% 47
2016
Q4 		$519K Sell
3,273
-585
-15% -$89.1K 0.35% 48
2016
Q3 		$586K Hold
3,858
– – 0.39% 47
2016
Q2 		$560K Sell
3,858
-18
-0.5% -$2.58K 0.39% 49
2016
Q1 		$561K Buy
3,876
+639
+20% +$81.6K 0.41% 48
2015
Q4 		$426K Buy
+3,237
New +$435K 0.35% 48

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

Advisors Management Group's IBM Position: Q1 2026 in Review

Advisors Management Group reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $982K and leaving 30,869 shares worth $7.48M. The position accounts for 1.36% of the portfolio, ranked #19.

Advisors Management Group first reported a position in IBM in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.7M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Advisors Management Group held 30,869 shares of IBM worth $7.48M as of Q1 2026.
  • Advisors Management Group sold 3,629 IBM shares in Q1 2026, an estimated $982K.
  • IBM made up 1.36% of Advisors Management Group's portfolio in Q1 2026, its #19 holding.
  • Advisors Management Group first reported a position in IBM in Q4 2015 and has held it in 42 quarters since.
  • Advisors Management Group's IBM position peaked at $11.7M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.