AFT Forsyth & Company’s IBM IBM Stock Holding History

AFT Forsyth & Company’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	$256K	Buy	1,055 +250	+31%	+$67.6K	0.12%	112
2025 Q4	$238K	Hold	805	–	–	0.1%	120
2025 Q3	$227K	Hold	805	–	–	0.11%	108
2025 Q2	$237K	Hold	805	–	–	0.12%	105
2025 Q1	$200K	Buy	+805	New	+$197K	0.11%	126
2020 Q1	–	Sell	-1,599	Closed	-$205K	–	134
2019 Q4	$205K	Hold	1,599	–	–	0.16%	136
2019 Q3	$222K	Buy	+1,599	New	+$216K	0.18%	126
2013 Q3	$780K	Sell	4,408 -42	-0.9%	-$7.63K	1.01%	24
2013 Q2	$813K	Buy	+4,450	New	+$867K	1.16%	22

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

AFT Forsyth & Company's IBM Position: Q1 2026 in Review

AFT Forsyth & Company increased its IBM (IBM) stake by 31% in Q1 2026, buying an estimated $67.6K and bringing the position to 1,055 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #112.

AFT Forsyth & Company first reported a position in IBM in Q2 2013 and has held it in 9 quarters since. The position peaked at $813K in Q2 2013. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

AFT Forsyth & Company held 1,055 shares of IBM worth $256K as of Q1 2026.
AFT Forsyth & Company bought 250 IBM shares in Q1 2026, an estimated $67.6K.
IBM made up 0.12% of AFT Forsyth & Company's portfolio in Q1 2026, its #112 holding.
AFT Forsyth & Company first reported a position in IBM in Q2 2013 and has held it in 9 quarters since.
AFT Forsyth & Company's IBM position peaked at $813K in Q2 2013.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.