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Asset Management Group’s IBM IBM Stock Holding History

Asset Management Group’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 		$412K Sell
1,700
-535
-24% -$145K 0.07% 116
2025
Q4 		$662K Sell
2,235
-793
-26% -$237K 0.11% 104
2025
Q3 		$854K Buy
3,028
+9
+0.3% +$2.36K 0.14% 93
2025
Q2 		$890K Buy
3,019
+18
+0.6% +$4.64K 0.16% 89
2025
Q1 		$746K Buy
3,001
+1,599
+114% +$391K 0.14% 92
2024
Q4 		$308K Buy
1,402
+10
+0.7% +$2.23K 0.05% 116
2024
Q3 		$308K Buy
1,392
+11
+0.8% +$2.16K 0.05% 120
2024
Q2 		$239K Buy
1,381
+13
+1% +$2.26K 0.04% 126
2024
Q1 		$261K Buy
1,368
+11
+0.8% +$2.01K 0.05% 124
2023
Q4 		$222K Buy
+1,357
New +$205K 0.04% 125
2023
Q3 		– Sell
-1,709
Closed -$229K – 128
2023
Q2 		$229K Buy
1,709
+18
+1% +$2.32K 0.05% 121
2023
Q1 		$222K Buy
1,691
+21
+1% +$2.81K 0.05% 119
2022
Q4 		$235K Buy
+1,670
New +$230K 0.06% 114
2022
Q3 		– Sell
-1,633
Closed -$231K – 120
2022
Q2 		$231K Buy
1,633
+19
+1% +$2.56K 0.06% 114
2022
Q1 		$210K Buy
1,614
+20
+1% +$2.61K 0.04% 120
2021
Q4 		$213K Sell
1,594
-51
-3% -$6.4K 0.04% 120
2021
Q3 		$219K Buy
1,645
+17
+1% +$2.27K 0.04% 123
2021
Q2 		$228K Buy
1,628
+18
+1% +$2.46K 0.05% 124
2021
Q1 		$205K Buy
+1,610
New +$193K 0.04% 122
2019
Q4 		– Sell
-5,913
Closed -$822K – 113
2019
Q3 		$822K Buy
5,913
+65
+1% +$8.77K 0.28% 71
2019
Q2 		$771K Buy
5,848
+43
+0.7% +$5.65K 0.27% 70
2019
Q1 		$783K Buy
5,805
+65
+1% +$8.29K 0.28% 70
2018
Q4 		$624K Buy
5,740
+72
+1% +$8.64K 0.26% 71
2018
Q3 		$819K Buy
5,668
+60
+1% +$8.38K 0.28% 71
2018
Q2 		$749K Buy
5,608
+110
+2% +$15.3K 0.26% 73
2018
Q1 		$806K Buy
5,498
+15
+0.3% +$2.27K 0.29% 72
2017
Q4 		$804K Sell
5,483
-241
-4% -$35K 0.29% 70
2017
Q3 		$794K Sell
5,724
-167
-3% -$23.3K 0.3% 70
2017
Q2 		$866K Buy
5,891
+24
+0.4% +$3.62K 0.33% 67
2017
Q1 		$977K Buy
5,867
+16
+0.3% +$2.68K 0.39% 60
2016
Q4 		$929K Sell
5,851
-871
-13% -$133K 0.38% 63
2016
Q3 		$1.02M Sell
6,722
-203
-3% -$30.8K 0.42% 61
2016
Q2 		$1M Buy
6,925
+62
+0.9% +$8.88K 0.44% 60
2016
Q1 		$994K Buy
6,863
+60
+0.9% +$7.66K 0.44% 59
2015
Q4 		$895K Buy
6,803
+532
+8% +$71.5K 0.41% 63
2015
Q3 		$869K Buy
6,271
+53
+0.9% +$7.83K 0.41% 58
2015
Q2 		$967K Buy
6,218
+45
+0.7% +$7.23K 0.44% 55
2015
Q1 		$947K Buy
6,173
+38
+0.6% +$5.76K 0.44% 54
2014
Q4 		$941K Buy
6,135
+38
+0.6% +$6.05K 0.47% 50
2014
Q3 		$1.11M Buy
6,097
+28
+0.5% +$5.1K 0.59% 42
2014
Q2 		$1.05M Buy
6,069
+296
+5% +$53.3K 0.57% 44
2014
Q1 		$1.06M Buy
5,773
+41
+0.7% +$7.22K 0.61% 41
2013
Q4 		$1.03M Buy
+5,732
New +$988K 0.63% 38

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

Asset Management Group's IBM Position: Q1 2026 in Review

Asset Management Group reduced its IBM (IBM) stake by 24% in Q1 2026, selling an estimated $145K and leaving 1,700 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #116.

Asset Management Group first reported a position in IBM in Q4 2013 and has held it in 43 quarters since. The position peaked at $1.11M in Q3 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Asset Management Group held 1,700 shares of IBM worth $412K as of Q1 2026.
  • Asset Management Group sold 535 IBM shares in Q1 2026, an estimated $145K.
  • IBM made up 0.07% of Asset Management Group's portfolio in Q1 2026, its #116 holding.
  • Asset Management Group first reported a position in IBM in Q4 2013 and has held it in 43 quarters since.
  • Asset Management Group's IBM position peaked at $1.11M in Q3 2014.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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