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Berkshire Asset Management’s IBM IBM Stock Holding History

Berkshire Asset 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 		$2.88M Buy
11,880
+207
+2% +$56K 0.12% 80
2025
Q4 		$3.46M Sell
11,673
-1,123
-9% -$336K 0.15% 78
2025
Q3 		$3.61M Buy
12,796
+82
+0.6% +$21.5K 0.15% 81
2025
Q2 		$3.75M Buy
12,714
+1
+0% +$258 0.17% 73
2025
Q1 		$3.23M Buy
12,713
+284
+2% +$69.5K 0.15% 80
2024
Q4 		$2.79M Buy
12,429
+5,260
+73% +$1.17M 0.13% 86
2024
Q3 		$1.24M Hold
7,169
– – 0.06% 125
2024
Q2 		$1.24M Sell
7,169
-226
-3% -$39.3K 0.06% 126
2024
Q1 		$1.41M Sell
7,395
-15
-0.2% -$2.74K 0.07% 107
2023
Q4 		$1.21M Buy
7,410
+1,361
+22% +$206K 0.07% 112
2023
Q3 		$849K Buy
6,049
+17
+0.3% +$2.42K 0.05% 125
2023
Q2 		$807K Sell
6,032
-202
-3% -$26.1K 0.05% 122
2023
Q1 		$817K Buy
+6,234
New +$834K 0.05% 120
2022
Q4 		– Sell
-6,064
Closed -$720K – 177
2022
Q3 		$720K Buy
6,064
+487
+9% +$63.9K 0.05% 120
2022
Q2 		$787K Sell
5,577
-2
-0% -$270 0.05% 120
2022
Q1 		$725K Buy
5,579
+743
+15% +$96.9K 0.05% 114
2021
Q4 		$646K Sell
4,836
-239
-5% -$30K 0.04% 146
2021
Q3 		$674K Hold
5,075
– – 0.05% 141
2021
Q2 		$711K Sell
5,075
-449
-8% -$61.4K 0.05% 133
2021
Q1 		$704K Buy
5,524
+612
+12% +$73.2K 0.05% 136
2020
Q4 		$591K Buy
4,912
+822
+20% +$95K 0.05% 138
2020
Q3 		$476K Sell
4,090
-383
-9% -$45.1K 0.05% 117
2020
Q2 		$516K Sell
4,473
-584
-12% -$67.8K 0.05% 112
2020
Q1 		$536K Buy
5,057
+587
+13% +$74.2K 0.06% 126
2019
Q4 		$573K Sell
4,470
-5,495
-55% -$714K 0.05% 116
2019
Q3 		$1.39M Sell
9,965
-782
-7% -$105K 0.12% 93
2019
Q2 		$1.42M Buy
10,747
+263
+3% +$34.5K 0.12% 92
2019
Q1 		$1.41M Sell
10,484
-680
-6% -$86.7K 0.12% 96
2018
Q4 		$1.21M Sell
11,164
-10,478
-48% -$1.26M 0.11% 99
2018
Q3 		$3.13M Buy
21,642
+503
+2% +$70.3K 0.27% 66
2018
Q2 		$2.82M Sell
21,139
-198
-0.9% -$27.6K 0.26% 65
2018
Q1 		$3.13M Sell
21,337
-89
-0.4% -$13.5K 0.3% 63
2017
Q4 		$3.14M Buy
21,426
+561
+3% +$81.6K 0.3% 62
2017
Q3 		$2.89M Sell
20,865
-82
-0.4% -$11.4K 0.32% 61
2017
Q2 		$3.08M Buy
20,947
+144
+0.7% +$21.7K 0.35% 62
2017
Q1 		$3.46M Sell
20,803
-5,739
-22% -$962K 0.41% 60
2016
Q4 		$4.21M Buy
26,542
+8,129
+44% +$1.24M 0.54% 53
2016
Q3 		$2.8M Hold
18,413
– – 0.4% 61
2016
Q2 		$2.67M Buy
18,413
+2,656
+17% +$380K 0.41% 58
2016
Q1 		$2.28M Sell
15,757
-1,514
-9% -$193K 0.35% 64
2015
Q4 		$2.27M Buy
17,271
+9,058
+110% +$1.22M 0.38% 60
2015
Q3 		$1.14M Buy
8,213
+125
+2% +$18.5K 0.2% 79
2015
Q2 		$1.26M Buy
8,088
+697
+9% +$112K 0.21% 78
2015
Q1 		$1.13M Sell
7,391
-5
-0.1% -$758 0.19% 80
2014
Q4 		$1.14M Sell
7,396
-348
-4% -$55.4K 0.19% 81
2014
Q3 		$1.41M Sell
7,744
-18
-0.2% -$3.28K 0.26% 75
2014
Q2 		$1.34M Sell
7,762
-104
-1% -$18.7K 0.25% 76
2014
Q1 		$1.45M Sell
7,866
-653
-8% -$115K 0.28% 72
2013
Q4 		$1.53M Buy
8,519
+1,708
+25% +$295K 0.29% 69
2013
Q3 		$1.21M Buy
6,811
+1,095
+19% +$199K 0.29% 74
2013
Q2 		$1.04M Buy
+5,716
New +$1.11M 0.29% 73

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

Berkshire Asset Management's IBM Position: Q1 2026 in Review

Berkshire Asset Management increased its IBM (IBM) stake by 1.8% in Q1 2026, buying an estimated $56K and bringing the position to 11,880 shares worth $2.88M. The position accounts for 0.12% of the portfolio, ranked #80.

Berkshire Asset Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.21M in Q4 2016. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Berkshire Asset Management held 11,880 shares of IBM worth $2.88M as of Q1 2026.
  • Berkshire Asset Management bought 207 IBM shares in Q1 2026, an estimated $56K.
  • IBM made up 0.12% of Berkshire Asset Management's portfolio in Q1 2026, its #80 holding.
  • Berkshire Asset Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • Berkshire Asset Management's IBM position peaked at $4.21M in Q4 2016.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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