Bank of Montreal’s IBM IBM Stock Holding History

Bank of Montreal’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
2025 Q2	–	Sell	-59,300	Closed	-$14.7M	–	3628
2025 Q1	$14.7M	Hold	59,300	–	–	0.01%	807
2024 Q4	$13M	Hold	59,300	–	–	0.01%	901
2024 Q3	$13.1M	Sell	59,300 -700	-1%	-$137K	0.01%	933
2024 Q2	$10.4M	Buy	+60,000	New	+$10.4M	﹤0.01%	986
2023 Q1	–	Sell	-16,600	Closed	-$2.51M	–	3970
2022 Q4	$2.51M	Buy	+16,600	New	+$2.29M	﹤0.01%	1682
2021 Q4	–	Sell	-477,081	Closed	-$68M	–	3657
2021 Q3	$68M	Buy	+477,081	New	+$63.8M	0.03%	455
2016 Q3	–	Sell	-17	Closed	-$2K	–	4100
2016 Q2	$2K	Buy	+17	New	+$2.43K	﹤0.01%	3895
2015 Q2	–	Sell	-104,600	Closed	-$16.1M	–	4013
2015 Q1	$16.1M	Buy	+104,600	New	+$15.9M	0.02%	598

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

Bank of Montreal's IBM Position: Q1 2026 in Review

Bank of Montreal reduced its IBM (IBM) stake by 1.1% in Q1 2026, selling an estimated $3.69M and leaving 1,278,963 shares worth $310M. The position accounts for 0.12% of the portfolio, ranked #154.

Bank of Montreal first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $383M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Bank of Montreal held 1,278,963 shares of IBM worth $310M as of Q1 2026.
Bank of Montreal sold 13,638 IBM shares in Q1 2026, an estimated $3.69M.
IBM made up 0.12% of Bank of Montreal's portfolio in Q1 2026, its #154 holding.
Bank of Montreal first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's IBM position peaked at $383M in Q4 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.