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Berbice Capital Management’s IBM IBM Stock Holding History

Berbice 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 		$97K Buy
400
+200
+100% +$54.1K 0.06% 69
2025
Q4 		$59.2K Buy
200
+50
+33% +$15K 0.04% 80
2025
Q3 		$42.3K Buy
150
+125
+500% +$32.7K 0.03% 100
2025
Q2 		$7.37K Hold
25
– – 0.01% 162
2025
Q1 		$6.22K Buy
+25
New +$6.12K 0.01% 160

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

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

Berbice Capital Management increased its IBM (IBM) stake by 100% in Q1 2026, buying an estimated $54.1K and bringing the position to 400 shares worth $97K. The position accounts for 0.06% of the portfolio, ranked #69.

Berbice Capital Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Berbice Capital Management held 400 shares of IBM worth $97K as of Q1 2026.
  • Berbice Capital Management bought 200 IBM shares in Q1 2026, an estimated $54.1K.
  • IBM made up 0.06% of Berbice Capital Management's portfolio in Q1 2026, its #69 holding.
  • Berbice Capital Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.