Bleakley Financial Group’s IBM IBM Stock Holding History

Bleakley Financial Group’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	$9.89M	Sell	40,802 -5,662	-12%	-$1.53M	0.15%	109
2025 Q4	$13.8M	Buy	46,464 +3,540	+8%	+$1.06M	0.24%	72
2025 Q3	$12.1M	Buy	42,924 +7,301	+20%	+$1.91M	0.28%	69
2025 Q2	$10.5M	Buy	35,623 +3,304	+10%	+$851K	0.27%	72
2025 Q1	$8.04M	Buy	32,319 +873	+3%	+$214K	0.26%	77
2024 Q4	$6.91M	Buy	31,446 +104	+0.3%	+$23.2K	0.21%	80
2024 Q3	$6.93M	Buy	31,342 +592	+2%	+$116K	0.21%	81
2024 Q2	$5.32M	Sell	30,750 -1,719	-5%	-$299K	0.15%	128
2024 Q1	$6.2M	Buy	32,469 +2,727	+9%	+$497K	0.18%	113
2023 Q4	$4.86M	Buy	29,742 +2,886	+11%	+$436K	0.15%	126
2023 Q3	$3.77M	Sell	26,856 -2,351	-8%	-$335K	0.13%	140
2023 Q2	$3.91M	Buy	29,207 +1,108	+4%	+$143K	0.12%	154
2023 Q1	$3.68M	Sell	28,099 -415	-1%	-$55.5K	0.12%	156
2022 Q4	$4.02M	Buy	+28,514	New	+$3.93M	0.14%	138

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bleakley Financial Group's IBM Position: Q1 2026 in Review

Bleakley Financial Group reduced its IBM (IBM) stake by 12% in Q1 2026, selling an estimated $1.53M and leaving 40,802 shares worth $9.89M. The position accounts for 0.15% of the portfolio, ranked #109.

Bleakley Financial Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.8M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Bleakley Financial Group held 40,802 shares of IBM worth $9.89M as of Q1 2026.
Bleakley Financial Group sold 5,662 IBM shares in Q1 2026, an estimated $1.53M.
IBM made up 0.15% of Bleakley Financial Group's portfolio in Q1 2026, its #109 holding.
Bleakley Financial Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Bleakley Financial Group's IBM position peaked at $13.8M in Q4 2025.
3,461 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.