Atwater Malick’s IBM IBM Stock Holding History

Atwater Malick’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	$329K	Hold	1,359	–	–	0.09%	72
2025 Q4	$403K	Buy	1,359 +355	+35%	+$106K	0.11%	61
2025 Q3	$283K	Hold	1,004	–	–	0.08%	73
2025 Q2	$296K	Hold	1,004	–	–	0.09%	66
2025 Q1	$250K	Hold	1,004	–	–	0.08%	70
2024 Q4	$221K	Sell	1,004 -7	-0.7%	-$1.56K	0.07%	70
2024 Q3	$224K	Buy	+1,011	New	+$198K	0.07%	72
2019 Q4	–	Sell	-84	Closed	-$12K	–	114
2019 Q3	$12K	Buy	+84	New	+$11.3K	0.01%	130

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atwater Malick's IBM Position: Q1 2026 in Review

Atwater Malick held its IBM (IBM) position steady in Q1 2026 at 1,359 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #72.

Atwater Malick first reported a position in IBM in Q3 2019 and has held it in 8 quarters since. The position peaked at $403K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Atwater Malick held 1,359 shares of IBM worth $329K as of Q1 2026.
Atwater Malick left its IBM share count unchanged in Q1 2026.
IBM made up 0.09% of Atwater Malick's portfolio in Q1 2026, its #72 holding.
Atwater Malick first reported a position in IBM in Q3 2019 and has held it in 8 quarters since.
Atwater Malick's IBM position peaked at $403K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.