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Bell Investment Advisors’s IBM IBM Stock Holding History

Bell Investment Advisors’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 		$182K Buy
749
+212
+39% +$57.4K 0.03% 127
2025
Q4 		$159K Buy
537
+64
+14% +$19.2K 0.03% 137
2025
Q3 		$133K Sell
473
-32
-6% -$8.38K 0.02% 141
2025
Q2 		$149K Buy
505
+98
+24% +$25.2K 0.03% 131
2025
Q1 		$101K Buy
407
+8
+2% +$1.96K 0.02% 144
2024
Q4 		$87.7K Buy
399
+5
+1% +$1.11K 0.02% 153
2024
Q3 		$87.1K Buy
394
+8
+2% +$1.57K 0.02% 158
2024
Q2 		$66.8K Buy
386
+14
+4% +$2.43K 0.01% 180
2024
Q1 		$71K Buy
372
+17
+5% +$3.1K 0.01% 167
2023
Q4 		$58.1K Sell
355
-13
-4% -$1.96K 0.01% 179
2023
Q3 		$51.6K Buy
368
+4
+1% +$569 0.01% 174
2023
Q2 		$48.7K Buy
364
+156
+75% +$20.1K 0.01% 168
2023
Q1 		$27.3K Sell
208
-108
-34% -$14.4K 0.01% 245
2022
Q4 		$44.5K Buy
316
+15
+5% +$2.07K 0.01% 182
2022
Q3 		$36K Buy
301
+50
+20% +$6.56K 0.01% 175
2022
Q2 		$35K Buy
+251
New +$33.9K 0.01% 173
2021
Q4 		$21K Buy
155
+64
+70% +$8.03K 0.01% 304
2021
Q3 		$12K Buy
+91
New +$12.2K ﹤0.01% 407

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Investment Advisors's IBM Position: Q1 2026 in Review

Bell Investment Advisors increased its IBM (IBM) stake by 39% in Q1 2026, buying an estimated $57.4K and bringing the position to 749 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #127.

Bell Investment Advisors first reported a position in IBM in Q3 2021 and has held it in 18 quarters since. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Bell Investment Advisors held 749 shares of IBM worth $182K as of Q1 2026.
  • Bell Investment Advisors bought 212 IBM shares in Q1 2026, an estimated $57.4K.
  • IBM made up 0.03% of Bell Investment Advisors's portfolio in Q1 2026, its #127 holding.
  • Bell Investment Advisors first reported a position in IBM in Q3 2021 and has held it in 18 quarters since.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.