Aigen Investment Management’s IBM IBM Stock Holding History

Aigen Investment 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	$461K	Buy	1,902 +906	+91%	+$245K	0.12%	233
2025 Q4	$295K	Buy	+996	New	+$298K	0.07%	363
2024 Q1	–	Sell	-2,639	Closed	-$432K	–	838
2023 Q4	$432K	Buy	+2,639	New	+$399K	0.08%	378
2022 Q2	–	Sell	-23,652	Closed	-$3.08M	–	622
2022 Q1	$3.08M	Sell	23,652 -48,654	-67%	-$6.35M	0.53%	46
2021 Q4	$8.99M	Buy	+72,306	New	+$9.07M	0.55%	25
2021 Q1	–	Sell	-37,922	Closed	-$4.56M	–	745
2020 Q4	$4.56M	Buy	+37,922	New	+$4.38M	0.6%	28
2020 Q2	–	Sell	-10,550	Closed	-$1.12M	–	1030
2020 Q1	$1.12M	Sell	10,550 -4,405	-29%	-$557K	0.15%	186
2019 Q4	$1.92M	Buy	+14,955	New	+$1.94M	0.32%	69

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

Aigen Investment Management's IBM Position: Q1 2026 in Review

Aigen Investment Management increased its IBM (IBM) stake by 91% in Q1 2026, buying an estimated $245K and bringing the position to 1,902 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #233.

Aigen Investment Management first reported a position in IBM in Q4 2019 and has held it in 8 quarters since. The position peaked at $8.99M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Aigen Investment Management held 1,902 shares of IBM worth $461K as of Q1 2026.
Aigen Investment Management bought 906 IBM shares in Q1 2026, an estimated $245K.
IBM made up 0.12% of Aigen Investment Management's portfolio in Q1 2026, its #233 holding.
Aigen Investment Management first reported a position in IBM in Q4 2019 and has held it in 8 quarters since.
Aigen Investment Management's IBM position peaked at $8.99M in Q4 2021.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.