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Ashford Capital Management’s IBM IBM Stock Holding History

Ashford Capital 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 		$290K Hold
1,196
– – 0.04% 93
2025
Q4 		$354K Hold
1,196
– – 0.04% 95
2025
Q3 		$337K Hold
1,196
– – 0.04% 97
2025
Q2 		$353K Sell
1,196
-76
-6% -$19.6K 0.04% 90
2025
Q1 		$316K Sell
1,272
-137
-10% -$33.5K 0.04% 91
2024
Q4 		$310K Sell
1,409
-17
-1% -$3.79K 0.04% 92
2024
Q3 		$315K Hold
1,426
– – 0.04% 95
2024
Q2 		$247K Sell
1,426
-66
-4% -$11.5K 0.03% 93
2024
Q1 		$285K Sell
1,492
-84
-5% -$15.3K 0.04% 87
2023
Q4 		$258K Hold
1,576
– – 0.03% 91
2023
Q3 		$221K Hold
1,576
– – 0.03% 91
2023
Q2 		$211K Sell
1,576
-3,300
-68% -$426K 0.03% 87
2023
Q1 		$639K Sell
4,876
-4,000
-45% -$535K 0.1% 68
2022
Q4 		$1.25M Buy
8,876
+2,050
+30% +$283K 0.19% 59
2022
Q3 		$811K Sell
6,826
-600
-8% -$78.7K 0.12% 70
2022
Q2 		$1.05M Buy
7,426
+2,500
+51% +$337K 0.15% 68
2022
Q1 		$640K Buy
+4,926
New +$642K 0.07% 83
2014
Q3 		– Sell
-5,064
Closed -$878K – 131
2014
Q2 		$878K Sell
5,064
-1,046
-17% -$188K 0.18% 93
2014
Q1 		$1.12M Hold
6,110
– – 0.22% 85
2013
Q4 		$1.1M Sell
6,110
-313
-5% -$54K 0.21% 83
2013
Q3 		$1.14M Hold
6,423
– – 0.23% 79
2013
Q2 		$1.17M Buy
+6,423
New +$1.25M 0.25% 79

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

Ashford Capital Management's IBM Position: Q1 2026 in Review

Ashford Capital Management held its IBM (IBM) position steady in Q1 2026 at 1,196 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #93.

Ashford Capital Management first reported a position in IBM in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.25M in Q4 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ashford Capital Management held 1,196 shares of IBM worth $290K as of Q1 2026.
  • Ashford Capital Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.04% of Ashford Capital Management's portfolio in Q1 2026, its #93 holding.
  • Ashford Capital Management first reported a position in IBM in Q2 2013 and has held it in 22 quarters since.
  • Ashford Capital Management's IBM position peaked at $1.25M in Q4 2022.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ashford Capital Management's 13F filing for Q1 2026, filed 15 May 2026.