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Berkeley Capital Partners’s IBM IBM Stock Holding History

Berkeley Capital Partners’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 		$248K Sell
1,025
-2,787
-73% -$754K 0.06% 159
2025
Q4 		$1.13M Sell
3,812
-886
-19% -$265K 0.27% 77
2025
Q3 		$1.33M Buy
4,698
+64
+1% +$16.8K 0.31% 63
2025
Q2 		$1.37M Sell
4,634
-155
-3% -$39.9K 0.35% 63
2025
Q1 		$1.19M Sell
4,789
-13
-0.3% -$3.18K 0.33% 67
2024
Q4 		$1.06M Buy
4,802
+62
+1% +$13.8K 0.29% 72
2024
Q3 		$1.05M Buy
4,740
+177
+4% +$34.7K 0.3% 75
2024
Q2 		$789K Buy
4,563
+1,601
+54% +$278K 0.24% 84
2024
Q1 		$566K Buy
+2,962
New +$540K 0.17% 104
2020
Q2 		– Sell
-2,288
Closed -$243K – 110
2020
Q1 		$243K Sell
2,288
-2,197
-49% -$278K 0.17% 99
2019
Q4 		$575K Buy
4,485
+1,096
+32% +$142K 0.29% 72
2019
Q3 		$471K Sell
3,389
-1,664
-33% -$224K 0.25% 81
2019
Q2 		$666K Sell
5,053
-387
-7% -$50.8K 0.31% 62
2019
Q1 		$734K Sell
5,440
-331
-6% -$42.2K 0.36% 55
2018
Q4 		$627K Buy
+5,771
New +$693K 0.35% 56
2018
Q3 		– Sell
-2,382
Closed -$318K – 118
2018
Q2 		$318K Sell
2,382
-57
-2% -$7.95K 0.19% 100
2018
Q1 		$357K Buy
2,439
+307
+14% +$46.4K 0.21% 92
2017
Q4 		$313K Buy
+2,132
New +$310K 0.21% 99

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

Berkeley Capital Partners's IBM Position: Q1 2026 in Review

Berkeley Capital Partners reduced its IBM (IBM) stake by 73% in Q1 2026, selling an estimated $754K and leaving 1,025 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #159.

Berkeley Capital Partners first reported a position in IBM in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.37M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Berkeley Capital Partners held 1,025 shares of IBM worth $248K as of Q1 2026.
  • Berkeley Capital Partners sold 2,787 IBM shares in Q1 2026, an estimated $754K.
  • IBM made up 0.06% of Berkeley Capital Partners's portfolio in Q1 2026, its #159 holding.
  • Berkeley Capital Partners first reported a position in IBM in Q4 2017 and has held it in 18 quarters since.
  • Berkeley Capital Partners's IBM position peaked at $1.37M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.