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Altrius Capital Management’s IBM IBM Stock Holding History

Altrius Capital 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 		$5M Buy
20,621
+1,757
+9% +$475K 0.99% 63
2025
Q4 		$5.59M Buy
18,864
+82
+0.4% +$24.6K 1.18% 39
2025
Q3 		$5.3M Sell
18,782
-4,048
-18% -$1.06M 1.21% 38
2025
Q2 		$6.73M Sell
22,830
-707
-3% -$182K 1.57% 27
2025
Q1 		$5.85M Sell
23,537
-613
-3% -$150K 1.42% 29
2024
Q4 		$5.31M Sell
24,150
-835
-3% -$186K 1.43% 30
2024
Q3 		$5.52M Sell
24,985
-1,899
-7% -$372K 1.38% 27
2024
Q2 		$4.65M Buy
26,884
+812
+3% +$141K 1.22% 34
2024
Q1 		$4.98M Buy
26,072
+892
+4% +$163K 1.26% 30
2023
Q4 		$4.12M Sell
25,180
-211
-0.8% -$31.9K 1.15% 36
2023
Q3 		$3.56M Buy
25,391
+128
+0.5% +$18.2K 1.06% 43
2023
Q2 		$3.38M Buy
25,263
+645
+3% +$83.2K 1% 49
2023
Q1 		$3.23M Buy
24,618
+876
+4% +$117K 0.99% 53
2022
Q4 		$3.35M Sell
23,742
-495
-2% -$68.3K 1.05% 47
2022
Q3 		$2.88M Sell
24,237
-8,378
-26% -$1.1M 1.1% 46
2022
Q2 		$4.6M Buy
+32,615
New +$4.4M 1.5% 17

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

Altrius Capital Management's IBM Position: Q1 2026 in Review

Altrius Capital Management increased its IBM (IBM) stake by 9.3% in Q1 2026, buying an estimated $475K and bringing the position to 20,621 shares worth $5M. The position accounts for 0.99% of the portfolio, ranked #63.

Altrius Capital Management first reported a position in IBM in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.73M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Altrius Capital Management held 20,621 shares of IBM worth $5M as of Q1 2026.
  • Altrius Capital Management bought 1,757 IBM shares in Q1 2026, an estimated $475K.
  • IBM made up 0.99% of Altrius Capital Management's portfolio in Q1 2026, its #63 holding.
  • Altrius Capital Management first reported a position in IBM in Q2 2022 and has held it in 16 quarters since.
  • Altrius Capital Management's IBM position peaked at $6.73M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.