Baer Investment Advisory’s IBM IBM Stock Holding History

Baer Investment Advisory’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	$1.02M	Buy	243 +1	+0.4%	+$271	1.02%	30
2025 Q4	$1.46M	Buy	+242	New	+$72.5K	1.39%	27

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Baer Investment Advisory's IBM Position: Q1 2026 in Review

Baer Investment Advisory increased its IBM (IBM) stake by 68% in Q1 2026, buying an estimated $1.35M and bringing the position to 12,281 shares worth $2.98M. The position accounts for 2.97% of the portfolio, ranked #15.

Baer Investment Advisory first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,475 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Baer Investment Advisory held 12,281 shares of IBM worth $2.98M as of Q1 2026.
Baer Investment Advisory bought 4,975 IBM shares in Q1 2026, an estimated $1.35M.
IBM made up 2.97% of Baer Investment Advisory's portfolio in Q1 2026, its #15 holding.
Baer Investment Advisory first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
3,475 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.