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Apriem Advisors’s IBM IBM Stock Holding History

Apriem 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 		$280K Hold
1,154
– – 0.03% 153
2025
Q4 		$342K Sell
1,154
-807
-41% -$242K 0.03% 140
2025
Q3 		$553K Sell
1,961
-176
-8% -$46.1K 0.05% 113
2025
Q2 		$630K Hold
2,137
– – 0.07% 105
2025
Q1 		$531K Sell
2,137
-100
-4% -$24.5K 0.06% 111
2024
Q4 		$492K Buy
2,237
+808
+57% +$180K 0.06% 108
2024
Q3 		$316K Hold
1,429
– – 0.04% 129
2024
Q2 		$247K Sell
1,429
-400
-22% -$69.5K 0.03% 151
2024
Q1 		$349K Sell
1,829
-40
-2% -$7.3K 0.04% 128
2023
Q4 		$306K Buy
1,869
+157
+9% +$23.7K 0.04% 120
2023
Q3 		$240K Buy
1,712
+100
+6% +$14.2K 0.04% 129
2023
Q2 		$216K Hold
1,612
– – 0.03% 133
2023
Q1 		$211K Buy
1,612
+82
+5% +$11K 0.03% 138
2022
Q4 		$216K Buy
+1,530
New +$211K 0.04% 133
2022
Q3 		– Sell
-1,530
Closed -$216K – 149
2022
Q2 		$216K Sell
1,530
-552
-27% -$74.5K 0.04% 127
2022
Q1 		$271K Buy
2,082
+547
+36% +$71.3K 0.04% 123
2021
Q4 		$205K Sell
1,535
-902
-37% -$113K 0.03% 138
2021
Q3 		$324K Hold
2,437
– – 0.05% 113
2021
Q2 		$342K Buy
2,437
+209
+9% +$28.6K 0.05% 111
2021
Q1 		$284K Sell
2,228
-75
-3% -$8.98K 0.04% 117
2020
Q4 		$277K Sell
2,303
-122
-5% -$14.1K 0.05% 107
2020
Q3 		$282K Sell
2,425
-49
-2% -$5.77K 0.05% 103
2020
Q2 		$286K Sell
2,474
-232
-9% -$26.9K 0.06% 95
2020
Q1 		$287K Sell
2,706
-14
-0.5% -$1.77K 0.07% 85
2019
Q4 		$348K Buy
2,720
+65
+2% +$8.45K 0.07% 91
2019
Q3 		$369K Buy
2,655
+197
+8% +$26.6K 0.08% 86
2019
Q2 		$324K Buy
2,458
+49
+2% +$6.44K 0.1% 95
2019
Q1 		$325K Buy
+2,409
New +$307K 0.09% 95
2018
Q4 		– Sell
-1,618
Closed -$234K – 135
2018
Q3 		$234K Buy
1,618
+383
+31% +$53.5K 0.05% 128
2018
Q2 		$165K Sell
1,235
-239
-16% -$33.3K 0.04% 140
2018
Q1 		$216K Buy
+1,474
New +$223K 0.05% 120
2017
Q3 		– Sell
-38,950
Closed -$5.73M – 147
2017
Q2 		$5.73M Buy
38,950
+4,865
+14% +$733K 1.52% 20
2017
Q1 		$5.67M Buy
34,085
+25,196
+283% +$4.22M 1.54% 20
2016
Q4 		$1.41M Buy
8,889
+7,789
+708% +$1.19M 0.42% 44
2016
Q3 		$167K Buy
1,100
+10
+0.9% +$1.52K 0.05% 126
2016
Q2 		$158K Sell
1,090
-225
-17% -$32.2K 0.05% 125
2016
Q1 		$190K Buy
1,315
+164
+14% +$20.9K 0.07% 98
2015
Q4 		$151K Buy
1,151
+157
+16% +$21.1K 0.05% 113
2015
Q3 		$138K Sell
994
-56
-5% -$8.27K 0.05% 122
2015
Q2 		$163K Buy
1,050
+370
+54% +$59.5K 0.06% 108
2015
Q1 		$104K Buy
680
+30
+5% +$4.55K 0.04% 145
2014
Q4 		$100K Sell
650
-345
-35% -$54.9K 0.04% 135
2014
Q3 		$181K Sell
995
-3,956
-80% -$721K 0.07% 103
2014
Q2 		$858K Buy
4,951
+39
+0.8% +$7.02K 0.33% 66
2014
Q1 		$904K Sell
4,912
-270
-5% -$47.5K 0.34% 63
2013
Q4 		$929K Buy
5,182
+50
+1% +$8.62K 0.36% 58
2013
Q3 		$908K Buy
5,132
+105
+2% +$19.1K 0.39% 54
2013
Q2 		$918K Buy
+5,027
New +$979K 0.45% 54

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

Apriem Advisors's IBM Position: Q1 2026 in Review

Apriem Advisors held its IBM (IBM) position steady in Q1 2026 at 1,154 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #153.

Apriem Advisors first reported a position in IBM in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.73M in Q2 2017. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Apriem Advisors held 1,154 shares of IBM worth $280K as of Q1 2026.
  • Apriem Advisors left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.03% of Apriem Advisors's portfolio in Q1 2026, its #153 holding.
  • Apriem Advisors first reported a position in IBM in Q2 2013 and has held it in 48 quarters since.
  • Apriem Advisors's IBM position peaked at $5.73M in Q2 2017.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.