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American Investment Services’s IBM IBM Stock Holding History

American Investment Services’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 		$1.01M Sell
4,179
-5,443
-57% -$1.47M 0.23% 66
2025
Q4 		$2.85M Sell
9,622
-4,729
-33% -$1.42M 0.66% 40
2025
Q3 		$4.05M Buy
14,351
+104
+0.7% +$27.2K 0.97% 26
2025
Q2 		$4.2M Sell
14,247
-1,490
-9% -$384K 1.07% 24
2025
Q1 		$3.91M Sell
15,737
-787
-5% -$193K 0.69% 37
2024
Q4 		$3.63M Sell
16,524
-4,801
-23% -$1.07M 0.64% 38
2024
Q3 		$4.71M Buy
21,325
+3,430
+19% +$673K 0.79% 34
2024
Q2 		$3.09M Buy
17,895
+2,755
+18% +$479K 0.55% 42
2024
Q1 		$2.89M Sell
15,140
-13,887
-48% -$2.53M 0.51% 48
2023
Q4 		$4.75M Sell
29,027
-12,552
-30% -$1.9M 0.9% 30
2023
Q3 		$5.83M Sell
41,579
-16,829
-29% -$2.39M 1.25% 26
2023
Q2 		$7.82M Sell
58,408
-45,050
-44% -$5.81M 1.58% 20
2023
Q1 		$14.6M Hold
103,458
– – 3% 7
2022
Q4 		$14.6M Sell
103,458
-16,220
-14% -$2.24M 3% 7
2022
Q3 		$14.2M Buy
119,678
+2,978
+3% +$391K 3.38% 7
2022
Q2 		$16.5M Buy
116,700
+4,349
+4% +$587K 3.75% 6
2022
Q1 		$14.6M Sell
112,351
-827
-0.7% -$108K 3.21% 8
2021
Q4 		$15.1M Buy
113,178
+632
+0.6% +$79.3K 3.31% 6
2021
Q3 		$14.9M Buy
112,546
+4,912
+5% +$657K 3.35% 7
2021
Q2 		$15.1M Sell
107,634
-550
-0.5% -$75.2K 3.47% 7
2021
Q1 		$13.8M Sell
108,184
-4,185
-4% -$501K 3.73% 6
2020
Q4 		$13.5M Sell
112,369
-26,038
-19% -$3.01M 4.11% 6
2020
Q3 		$16.1M Sell
138,407
-7,890
-5% -$929K 5.4% 4
2020
Q2 		$16.9M Sell
146,297
-15,364
-10% -$1.78M 5.94% 3
2020
Q1 		$17.1M Buy
161,661
+2,956
+2% +$374K 6.57% 4
2019
Q4 		$20.3M Sell
158,705
-4,265
-3% -$554K 6.15% 4
2019
Q3 		$22.7M Buy
162,970
+1,849
+1% +$249K 7.11% 4
2019
Q2 		$21.2M Buy
161,121
+1,448
+0.9% +$190K 6.74% 4
2019
Q1 		$21.5M Buy
159,673
+21,729
+16% +$2.77M 6.85% 5
2018
Q4 		$15M Sell
137,944
-8,362
-6% -$1M 5.34% 5
2018
Q3 		$21.1M Buy
146,306
+19,880
+16% +$2.78M 7.13% 4
2018
Q2 		$16.9M Buy
126,426
+13,376
+12% +$1.87M 5.83% 6
2018
Q1 		$16.6M Buy
113,050
+4,275
+4% +$647K 5.87% 5
2017
Q4 		$16M Buy
108,775
+13,790
+15% +$2.01M 5.83% 5
2017
Q3 		$13.2M Buy
94,985
+12,254
+15% +$1.71M 5.04% 6
2017
Q2 		$12.2M Buy
82,731
+4,491
+6% +$677K 4.82% 7
2017
Q1 		$13M Sell
78,240
-1,666
-2% -$279K 5.3% 6
2016
Q4 		$12.7M Buy
79,906
+9,166
+13% +$1.4M 5.29% 6
2016
Q3 		$10.7M Buy
70,740
+32,001
+83% +$4.86M 4.47% 6
2016
Q2 		$5.62M Buy
38,739
+6,441
+20% +$922K 2.43% 9
2016
Q1 		$4.68M Buy
32,298
+19,442
+151% +$2.48M 2.29% 12
2015
Q4 		$1.69M Buy
+12,856
New +$1.73M 0.92% 16

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

American Investment Services's IBM Position: Q1 2026 in Review

American Investment Services reduced its IBM (IBM) stake by 57% in Q1 2026, selling an estimated $1.47M and leaving 4,179 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #66.

American Investment Services first reported a position in IBM in Q4 2015 and has held it in 42 quarters since. The position peaked at $22.7M in Q3 2019. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • American Investment Services held 4,179 shares of IBM worth $1.01M as of Q1 2026.
  • American Investment Services sold 5,443 IBM shares in Q1 2026, an estimated $1.47M.
  • IBM made up 0.23% of American Investment Services's portfolio in Q1 2026, its #66 holding.
  • American Investment Services first reported a position in IBM in Q4 2015 and has held it in 42 quarters since.
  • American Investment Services's IBM position peaked at $22.7M in Q3 2019.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.