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AIMZ Investment Advisors’s IBM IBM Stock Holding History

AIMZ Investment Advisors’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 		$4.3M Sell
17,731
-174
-1% -$47.1K 1.33% 22
2025
Q4 		$5.3M Sell
17,905
-253
-1% -$75.8K 1.52% 17
2025
Q3 		$5.12M Sell
18,158
-43
-0.2% -$11.3K 1.61% 17
2025
Q2 		$5.37M Sell
18,201
-348
-2% -$89.7K 1.8% 13
2025
Q1 		$4.61M Sell
18,549
-35
-0.2% -$8.56K 1.61% 16
2024
Q4 		$4.09M Sell
18,584
-198
-1% -$44.1K 1.42% 24
2024
Q3 		$4.15M Buy
18,782
+62
+0.3% +$12.2K 1.42% 23
2024
Q2 		$3.24M Sell
18,720
-262
-1% -$45.5K 1.16% 28
2024
Q1 		$3.62M Sell
18,982
-297
-2% -$54.2K 1.35% 21
2023
Q4 		$3.15M Sell
19,279
-97
-0.5% -$14.7K 1.28% 23
2023
Q3 		$2.72M Sell
19,376
-326
-2% -$46.4K 1.21% 29
2023
Q2 		$2.64M Buy
19,702
+4
+0% +$516 1.13% 31
2023
Q1 		$2.58M Sell
19,698
-346
-2% -$46.3K 1.16% 32
2022
Q4 		$2.82M Sell
20,044
-481
-2% -$66.3K 1.33% 26
2022
Q3 		$2.44M Sell
20,525
-21
-0.1% -$2.76K 1.23% 28
2022
Q2 		$2.9M Sell
20,546
-71
-0.3% -$9.58K 1.39% 25
2022
Q1 		$2.68M Sell
20,617
-546
-3% -$71.2K 1.1% 34
2021
Q4 		$2.83M Sell
21,163
-1,021
-5% -$128K 1.1% 32
2021
Q3 		$2.95M Sell
22,184
-513
-2% -$68.6K 1.33% 25
2021
Q2 		$3.18M Buy
22,697
+4
+0% +$547 1.43% 22
2021
Q1 		$2.89M Buy
22,693
+4
+0% +$479 1.41% 23
2020
Q4 		$2.73M Buy
22,689
+268
+1% +$31K 1.43% 23
2020
Q3 		$2.61M Sell
22,421
-406
-2% -$47.8K 1.56% 21
2020
Q2 		$2.64M Buy
22,827
+451
+2% +$52.4K 1.71% 19
2020
Q1 		$2.37M Buy
22,376
+6
+0% +$759 1.84% 18
2019
Q4 		$2.87M Buy
22,370
+141
+0.6% +$18.3K 1.86% 17
2019
Q3 		$3.09M Sell
22,229
-117
-0.5% -$15.8K 2.13% 13
2019
Q2 		$2.95M Sell
22,346
-151
-0.7% -$19.8K 2.03% 18
2019
Q1 		$3.04M Buy
22,497
+6
+0% +$765 2.08% 17
2018
Q4 		$2.44M Sell
22,491
-675
-3% -$81K 1.89% 17
2018
Q3 		$3.35M Buy
23,166
+293
+1% +$40.9K 2.16% 13
2018
Q2 		$3.06M Sell
22,873
-795
-3% -$111K 2.16% 14
2018
Q1 		$3.47M Buy
23,668
+4
+0% +$605 2.52% 7
2017
Q4 		$3.47M Sell
23,664
-335
-1% -$48.7K 2.61% 7
2017
Q3 		$3.33M Sell
23,999
-231
-1% -$32.2K 2.73% 7
2017
Q2 		$3.56M Sell
24,230
-874
-3% -$132K 3% 2
2017
Q1 		$4.18M Sell
25,104
-363
-1% -$60.9K 3.52% 2
2016
Q4 		$4.04M Sell
25,467
-565
-2% -$86.1K 3.61% 1
2016
Q3 		$3.95M Sell
26,032
-101
-0.4% -$15.3K 3.54% 1
2016
Q2 		$3.79M Sell
26,133
-26,683
-51% -$3.82M 3.48% 2
2016
Q1 		$7.88M Buy
52,816
+26,064
+97% +$3.33M 3.47% 2
2015
Q4 		$3.52M Sell
26,752
-218
-0.8% -$29.3K 3.21% 3
2015
Q3 		$3.74M Buy
26,970
+772
+3% +$114K 3.43% 2
2015
Q2 		$4.07M Sell
26,198
-96
-0.4% -$15.4K 3.54% 1
2015
Q1 		$4.04M Buy
26,294
+222
+0.9% +$33.7K 3.45% 2
2014
Q4 		$4M Buy
+26,072
New +$4.15M 3.56% 2

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

AIMZ Investment Advisors's IBM Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its IBM (IBM) stake by 0.97% in Q1 2026, selling an estimated $47.1K and leaving 17,731 shares worth $4.3M. The position accounts for 1.33% of the portfolio, ranked #22.

AIMZ Investment Advisors first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.88M in Q1 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • AIMZ Investment Advisors held 17,731 shares of IBM worth $4.3M as of Q1 2026.
  • AIMZ Investment Advisors sold 174 IBM shares in Q1 2026, an estimated $47.1K.
  • IBM made up 1.33% of AIMZ Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • AIMZ Investment Advisors first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's IBM position peaked at $7.88M in Q1 2016.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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