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Blalock Williams’s IBM IBM Stock Holding History

Blalock Williams’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 		$201K Sell
830
-91
-10% -$24.6K 0.16% 144
2025
Q4 		$273K Sell
921
-436
-32% -$131K 0.22% 104
2025
Q3 		$383K Sell
1,357
-67
-5% -$17.5K 0.34% 77
2025
Q2 		$420K Buy
1,424
+214
+18% +$55.1K 0.42% 65
2025
Q1 		$301K Buy
1,210
+78
+7% +$19.1K 0.34% 81
2024
Q4 		$249K Buy
+1,132
New +$252K 0.29% 91

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

Blalock Williams's IBM Position: Q1 2026 in Review

Blalock Williams reduced its IBM (IBM) stake by 9.9% in Q1 2026, selling an estimated $24.6K and leaving 830 shares worth $201K. The position accounts for 0.16% of the portfolio, ranked #144.

Blalock Williams first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $420K in Q2 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Blalock Williams held 830 shares of IBM worth $201K as of Q1 2026.
  • Blalock Williams sold 91 IBM shares in Q1 2026, an estimated $24.6K.
  • IBM made up 0.16% of Blalock Williams's portfolio in Q1 2026, its #144 holding.
  • Blalock Williams first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's IBM position peaked at $420K in Q2 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.