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Anchor Investment Management’s IBM IBM Stock Holding History

Anchor Investment 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 		$2.03M Buy
8,355
+60
+0.7% +$16.2K 0.17% 131
2025
Q4 		$2.46M Sell
8,295
-262
-3% -$78.5K 0.2% 122
2025
Q3 		$2.41M Buy
8,557
+539
+7% +$141K 0.2% 123
2025
Q2 		$2.36M Buy
8,018
+9
+0.1% +$2.32K 0.21% 126
2025
Q1 		$1.99M Buy
8,009
+27
+0.3% +$6.6K 0.19% 129
2024
Q4 		$1.75M Buy
7,982
+183
+2% +$40.8K 0.16% 139
2024
Q3 		$1.72M Buy
7,799
+149
+2% +$29.2K 0.16% 136
2024
Q2 		$1.32M Sell
7,650
-227
-3% -$39.4K 0.14% 153
2024
Q1 		$1.5M Buy
7,877
+1,466
+23% +$267K 0.16% 143
2023
Q4 		$1.05M Sell
6,411
-754
-11% -$114K 0.12% 166
2023
Q3 		$1.01M Buy
7,165
+188
+3% +$26.7K 0.13% 156
2023
Q2 		$934K Buy
6,977
+235
+3% +$30.3K 0.12% 166
2023
Q1 		$884K Sell
6,742
-10
-0.1% -$1.34K 0.12% 173
2022
Q4 		$951K Buy
6,752
+470
+7% +$64.8K 0.14% 155
2022
Q3 		$746K Sell
6,282
-550
-8% -$72.2K 0.12% 171
2022
Q2 		$965K Sell
6,832
-75
-1% -$10.1K 0.14% 155
2022
Q1 		$898K Sell
6,907
-433
-6% -$56.5K 0.11% 179
2021
Q4 		$981K Sell
7,340
-119
-2% -$14.9K 0.12% 171
2021
Q3 		$991K Buy
7,459
+1
+0% +$134 0.14% 162
2021
Q2 		$1.05M Sell
7,458
-522
-7% -$71.4K 0.14% 153
2021
Q1 		$1.02M Sell
7,980
-145
-2% -$17.4K 0.15% 142
2020
Q4 		$978K Sell
8,125
-208
-2% -$24K 0.18% 132
2020
Q3 		$969K Sell
8,333
-1,065
-11% -$125K 0.2% 120
2020
Q2 		$1.09M Buy
9,398
+147
+2% +$17.1K 0.24% 105
2020
Q1 		$981K Buy
9,251
+20
+0.2% +$2.53K 0.25% 103
2019
Q4 		$1.18M Buy
9,231
+183
+2% +$23.8K 0.25% 111
2019
Q3 		$1.26M Sell
9,048
-251
-3% -$33.9K 0.29% 102
2019
Q2 		$1.23M Sell
9,299
-75
-0.8% -$9.85K 0.29% 97
2019
Q1 		$1.26M Sell
9,374
-26
-0.3% -$3.31K 0.32% 92
2018
Q4 		$1.02M Sell
9,400
-140
-1% -$16.8K 0.29% 96
2018
Q3 		$1.38M Hold
9,540
– – 0.32% 84
2018
Q2 		$1.27M Buy
9,540
+382
+4% +$53.3K 0.31% 86
2018
Q1 		$1.34M Buy
9,158
+774
+9% +$117K 0.35% 80
2017
Q4 		$1.23M Sell
8,384
-282
-3% -$41K 0.33% 87
2017
Q3 		$1.2M Sell
8,666
-544
-6% -$75.8K 0.35% 87
2017
Q2 		$1.35M Sell
9,210
-288
-3% -$43.4K 0.45% 65
2017
Q1 		$1.58M Hold
9,498
– – 0.54% 55
2016
Q4 		$1.51M Sell
9,498
-235
-2% -$35.8K 0.56% 52
2016
Q3 		$1.48M Sell
9,733
-314
-3% -$47.6K 0.57% 48
2016
Q2 		$1.46M Sell
10,047
-425
-4% -$60.8K 0.58% 49
2016
Q1 		$1.52M Buy
+10,472
New +$1.34M 0.62% 46

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

Anchor Investment Management's IBM Position: Q1 2026 in Review

Anchor Investment Management increased its IBM (IBM) stake by 0.72% in Q1 2026, buying an estimated $16.2K and bringing the position to 8,355 shares worth $2.03M. The position accounts for 0.17% of the portfolio, ranked #131.

Anchor Investment Management first reported a position in IBM in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.46M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Anchor Investment Management held 8,355 shares of IBM worth $2.03M as of Q1 2026.
  • Anchor Investment Management bought 60 IBM shares in Q1 2026, an estimated $16.2K.
  • IBM made up 0.17% of Anchor Investment Management's portfolio in Q1 2026, its #131 holding.
  • Anchor Investment Management first reported a position in IBM in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's IBM position peaked at $2.46M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.