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Altshuler Shaham’s IBM IBM Stock Holding History

Altshuler Shaham’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 		$95.3M Sell
393,030
-156,086
-28% -$42.2M 1.72% 22
2025
Q4 		$163M Buy
549,116
+548,971
+378,601% +$164M 2.47% 14
2025
Q3 		$40.9K Buy
145
+112
+339% +$29.3K ﹤0.01% 158
2025
Q2 		$9.73K Buy
33
+9
+38% +$2.32K ﹤0.01% 216
2025
Q1 		$5.97K Buy
+24
New +$5.87K ﹤0.01% 205
2024
Q1 		– Sell
-571
Closed -$93.4K – 335
2023
Q4 		$93.4K Sell
571
-1,767
-76% -$267K 0.01% 88
2023
Q3 		$328K Sell
2,338
-933
-29% -$133K 0.01% 77
2023
Q2 		$438K Sell
3,271
-53
-2% -$6.84K 0.01% 78
2023
Q1 		$436K Buy
3,324
+7
+0.2% +$936 0.01% 80
2022
Q4 		$467K Buy
3,317
+283
+9% +$39K 0.02% 69
2022
Q3 		$360K Buy
3,034
+2,725
+882% +$358K 0.01% 114
2022
Q2 		$44K Sell
309
-1,191
-79% -$161K ﹤0.01% 272
2022
Q1 		$195K Buy
+1,500
New +$196K ﹤0.01% 220
2021
Q3 		– Sell
-482
Closed -$64.4K – 582
2021
Q2 		$68K Sell
482
-1,087
-69% -$149K ﹤0.01% 374
2021
Q1 		$200K Buy
+1,569
New +$188K ﹤0.01% 196
2020
Q2 		– Sell
-6
Closed -$1K – 449
2020
Q1 		$1K Hold
6
– – ﹤0.01% 405
2019
Q4 		$1K Buy
+6
New +$780 ﹤0.01% 449

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

Altshuler Shaham's IBM Position: Q1 2026 in Review

Altshuler Shaham reduced its IBM (IBM) stake by 28% in Q1 2026, selling an estimated $42.2M and leaving 393,030 shares worth $95.3M. The position accounts for 1.72% of the portfolio, ranked #22.

Altshuler Shaham first reported a position in IBM in Q4 2019 and has held it in 17 quarters since. The position peaked at $163M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Altshuler Shaham held 393,030 shares of IBM worth $95.3M as of Q1 2026.
  • Altshuler Shaham sold 156,086 IBM shares in Q1 2026, an estimated $42.2M.
  • IBM made up 1.72% of Altshuler Shaham's portfolio in Q1 2026, its #22 holding.
  • Altshuler Shaham first reported a position in IBM in Q4 2019 and has held it in 17 quarters since.
  • Altshuler Shaham's IBM position peaked at $163M in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.