Bard Associates’s IBM IBM Stock Holding History

Bard Associates’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	$50.4K	Buy	208 +8	+4%	+$2.17K	0.01%	172
2025 Q4	$59.2K	Buy	+200	New	+$59.9K	0.02%	140

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

Bard Associates's IBM Position: Q1 2026 in Review

Bard Associates increased its IBM (IBM) stake by 4% in Q1 2026, buying an estimated $2.17K and bringing the position to 208 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #172.

Bard Associates first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $59.2K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Bard Associates held 208 shares of IBM worth $50.4K as of Q1 2026.
Bard Associates bought 8 IBM shares in Q1 2026, an estimated $2.17K.
IBM made up 0.01% of Bard Associates's portfolio in Q1 2026, its #172 holding.
Bard Associates first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
Bard Associates's IBM position peaked at $59.2K in Q4 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.