Becker Capital Management’s IBM IBM Stock Holding History

Becker Capital Management’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	$2.38M	Sell	9,832 -203	-2%	-$54.9K	0.07%	129
2025 Q4	$2.97M	Buy	10,035 +1,304	+15%	+$391K	0.09%	122
2025 Q3	$2.46M	Buy	8,731 +201	+2%	+$52.6K	0.07%	134
2025 Q2	$2.51M	Sell	8,530 -79	-0.9%	-$20.4K	0.08%	126
2025 Q1	$2.14M	Hold	8,609	–	–	0.07%	135
2024 Q4	$1.89M	Buy	8,609 +21	+0.2%	+$4.68K	0.06%	139
2024 Q3	$1.9M	Buy	8,588 +429	+5%	+$84.1K	0.06%	140
2024 Q2	$1.41M	Buy	8,159 +2	+0%	+$348	0.05%	142
2024 Q1	$1.56M	Sell	8,157 -154	-2%	-$28.1K	0.05%	141
2023 Q4	$1.36M	Sell	8,311 -33	-0.4%	-$4.99K	0.05%	148
2023 Q3	$1.17M	Sell	8,344 -465	-5%	-$66.2K	0.05%	147
2023 Q2	$1.18M	Buy	8,809 +501	+6%	+$64.7K	0.04%	152
2023 Q1	$1.09M	Sell	8,308 -98	-1%	-$13.1K	0.04%	156
2022 Q4	$1.18M	Sell	8,406 -181	-2%	-$25K	0.06%	118
2022 Q3	$1.02M	Buy	8,587 +1	+0%	+$131	0.05%	124
2022 Q2	$1.21M	Buy	8,586 +5,082	+145%	+$686K	0.06%	118
2022 Q1	$456K	Sell	3,504 -889	-20%	-$116K	0.02%	159
2021 Q4	$587K	Sell	4,393 -322	-7%	-$40.4K	0.02%	150
2021 Q3	$626K	Buy	4,715 +146	+3%	+$19.5K	0.03%	148
2021 Q2	$640K	Buy	4,569 +204	+5%	+$27.9K	0.03%	145
2021 Q1	$556K	Buy	4,365 +1	+0%	+$120	0.03%	148
2020 Q4	$525K	Buy	4,364 +278	+7%	+$32.1K	0.03%	138
2020 Q3	$475K	Sell	4,086 -62	-1%	-$7.3K	0.03%	136
2020 Q2	$479K	Sell	4,148 -471	-10%	-$54.7K	0.03%	129
2020 Q1	$490K	Sell	4,619 -86	-2%	-$10.9K	0.03%	126
2019 Q4	$603K	Buy	4,705 +825	+21%	+$107K	0.02%	129
2019 Q3	$539K	Hold	3,880	–	–	0.02%	124
2019 Q2	$511K	Buy	3,880 +387	+11%	+$50.8K	0.02%	128
2019 Q1	$471K	Buy	3,493 +385	+12%	+$49.1K	0.02%	140
2018 Q4	$338K	Sell	3,108 -1,046	-25%	-$126K	0.01%	144
2018 Q3	$600K	Sell	4,154 -172	-4%	-$24K	0.02%	123
2018 Q2	$578K	Sell	4,326 -183	-4%	-$25.5K	0.02%	116
2018 Q1	$661K	Buy	4,509 +57	+1%	+$8.62K	0.02%	117
2017 Q4	$653K	Buy	4,452 +628	+16%	+$91.3K	0.02%	106
2017 Q3	$530K	Buy	3,824 +11	+0.3%	+$1.53K	0.02%	109
2017 Q2	$561K	Hold	3,813	–	–	0.02%	100
2017 Q1	$635K	Buy	3,813 +159	+4%	+$26.7K	0.02%	94
2016 Q4	$580K	Hold	3,654	–	–	0.02%	101
2016 Q3	$555K	Buy	3,654 +26	+0.7%	+$3.95K	0.02%	101
2016 Q2	$526K	Sell	3,628 -45	-1%	-$6.44K	0.02%	96
2016 Q1	$532K	Hold	3,673	–	–	0.02%	92
2015 Q4	$483K	Hold	3,673	–	–	0.02%	101
2015 Q3	$509K	Sell	3,673 -172	-4%	-$25.4K	0.02%	92
2015 Q2	$598K	Sell	3,845 -102	-3%	-$16.4K	0.02%	97
2015 Q1	$606K	Sell	3,947 -365	-8%	-$55.4K	0.02%	97
2014 Q4	$661K	Sell	4,312 -3,371	-44%	-$536K	0.03%	100
2014 Q3	$1.39M	Buy	7,683 +147	+2%	+$26.8K	0.06%	87
2014 Q2	$1.31M	Hold	7,536	–	–	0.05%	88
2014 Q1	$1.39M	Hold	7,536	–	–	0.06%	92
2013 Q4	$1.35M	Hold	7,536	–	–	0.06%	92
2013 Q3	$1.33M	Hold	7,536	–	–	0.06%	92
2013 Q2	$1.38M	Buy	+7,536	New	+$1.47M	0.07%	86

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

Becker Capital Management's IBM Position: Q1 2026 in Review

Becker Capital Management reduced its IBM (IBM) stake by 2% in Q1 2026, selling an estimated $54.9K and leaving 9,832 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #129.

Becker Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.97M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Becker Capital Management held 9,832 shares of IBM worth $2.38M as of Q1 2026.
Becker Capital Management sold 203 IBM shares in Q1 2026, an estimated $54.9K.
IBM made up 0.07% of Becker Capital Management's portfolio in Q1 2026, its #129 holding.
Becker Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Becker Capital Management's IBM position peaked at $2.97M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.