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Arthur M. Cohen & Associates’s IBM IBM Stock Holding History

Arthur M. Cohen & Associates’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 		$1.46M Buy
5,995
+660
+12% +$179K 0.26% 56
2025
Q4 		$1.58M Buy
5,335
+2,004
+60% +$600K 0.26% 55
2025
Q3 		$940K Buy
+3,331
New +$872K 0.16% 65
2017
Q2 		– Sell
-1,425
Closed -$237K – 104
2017
Q1 		$237K Buy
1,425
+8
+0.6% +$1.34K 0.11% 92
2016
Q4 		$225K Buy
+1,417
New +$216K 0.12% 90
2014
Q3 		$237K Buy
+1,425
New +$260K 0.11% 99

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

Arthur M. Cohen & Associates's IBM Position: Q1 2026 in Review

Arthur M. Cohen & Associates increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $179K and bringing the position to 5,995 shares worth $1.46M. The position accounts for 0.26% of the portfolio, ranked #56.

Arthur M. Cohen & Associates first reported a position in IBM in Q3 2014 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Arthur M. Cohen & Associates held 5,995 shares of IBM worth $1.46M as of Q1 2026.
  • Arthur M. Cohen & Associates bought 660 IBM shares in Q1 2026, an estimated $179K.
  • IBM made up 0.26% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #56 holding.
  • Arthur M. Cohen & Associates first reported a position in IBM in Q3 2014 and has held it in 6 quarters since.
  • Arthur M. Cohen & Associates's IBM position peaked at $1.58M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.