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Altman Advisors’s IBM IBM Stock Holding History

Altman 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 		$2.24M Sell
9,236
-610
-6% -$165K 0.93% 38
2025
Q4 		$2.92M Sell
9,846
-83
-0.8% -$24.9K 1.1% 29
2025
Q3 		$2.8M Buy
9,929
+34
+0.3% +$8.9K 1.07% 30
2025
Q2 		$2.88M Sell
9,895
-168
-2% -$43.3K 1.18% 23
2025
Q1 		$2.43M Sell
10,063
-215
-2% -$52.6K 1.12% 22
2024
Q4 		$2.26M Sell
10,278
-235
-2% -$52.3K 0.96% 31
2024
Q3 		$2.32M Sell
10,513
-20
-0.2% -$3.92K 1.03% 23
2024
Q2 		$1.82M Buy
10,533
+48
+0.5% +$8.34K 1.04% 38
2024
Q1 		$1.99M Buy
10,485
+187
+2% +$34.1K 0.97% 31
2023
Q4 		$1.68M Sell
10,298
-6
-0.1% -$907 0.88% 38
2023
Q3 		$1.45M Buy
+10,304
New +$1.47M 0.9% 40
2023
Q1 		$227K Buy
9,689
+416
+4% +$55.7K 0.21% 65
2022
Q4 		$1.35M Buy
9,273
+198
+2% +$27.3K 0.83% 48
2022
Q3 		$1.08M Sell
9,075
-219
-2% -$28.7K 0.68% 60
2022
Q2 		$1.23M Buy
+9,294
New +$1.25M 0.7% 67
2018
Q3 		– Sell
-26,258
Closed -$1.85K – 78
2018
Q2 		$1.85K Buy
+26,258
New +$3.66M 1.7% 31

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

Altman Advisors's IBM Position: Q1 2026 in Review

Altman Advisors reduced its IBM (IBM) stake by 6.2% in Q1 2026, selling an estimated $165K and leaving 9,236 shares worth $2.24M. The position accounts for 0.93% of the portfolio, ranked #38.

Altman Advisors first reported a position in IBM in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.92M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Altman Advisors held 9,236 shares of IBM worth $2.24M as of Q1 2026.
  • Altman Advisors sold 610 IBM shares in Q1 2026, an estimated $165K.
  • IBM made up 0.93% of Altman Advisors's portfolio in Q1 2026, its #38 holding.
  • Altman Advisors first reported a position in IBM in Q2 2018 and has held it in 16 quarters since.
  • Altman Advisors's IBM position peaked at $2.92M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.