Blue Chip Partners’s IBM IBM Stock Holding History

Blue Chip 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	$945K	Sell	3,900 -70	-2%	-$18.9K	0.07%	91
2025 Q4	$1.18M	Buy	3,970 +15	+0.4%	+$4.49K	0.09%	82
2025 Q3	$1.12M	Buy	3,955 +40	+1%	+$10.5K	0.08%	77
2025 Q2	$1.15M	Buy	3,915 +59	+2%	+$15.2K	0.09%	75
2025 Q1	$959K	Buy	3,856 +70	+2%	+$17.1K	0.08%	82
2024 Q4	$832K	Buy	3,786 +170	+5%	+$37.9K	0.07%	90
2024 Q3	$800K	Buy	3,616 +566	+19%	+$111K	0.07%	84
2024 Q2	$527K	Sell	3,050 -21	-0.7%	-$3.65K	0.05%	89
2024 Q1	$586K	Buy	3,071 +27	+0.9%	+$4.93K	0.06%	86
2023 Q4	$498K	Buy	3,044 +66	+2%	+$9.97K	0.05%	93
2023 Q3	$418K	Sell	2,978 -7,306	-71%	-$1.04M	0.05%	93
2023 Q2	$1.38M	Buy	10,284 +20	+0.2%	+$2.58K	0.16%	66
2023 Q1	$1.35M	Buy	10,264 +4	+0%	+$535	0.16%	66
2022 Q4	$1.45M	Sell	10,260 -28	-0.3%	-$3.86K	0.18%	64
2022 Q3	$1.22M	Buy	10,288 +37	+0.4%	+$4.86K	0.17%	58
2022 Q2	$1.45M	Buy	10,251 +4	+0%	+$540	0.18%	60
2022 Q1	$1.33M	Buy	10,247 +5	+0%	+$652	0.17%	64
2021 Q4	$1.37M	Sell	10,242 -555	-5%	-$69.6K	0.17%	62
2021 Q3	$1.43M	Buy	10,797 +5	+0%	+$668	0.2%	56
2021 Q2	$1.51M	Buy	10,792 +5	+0%	+$684	0.22%	53
2021 Q1	$1.37M	Buy	+10,787	New	+$1.29M	0.21%	53
2020 Q3	–	Sell	-1,850	Closed	-$214K	–	138
2020 Q2	$214K	Buy	1,850 +2	+0.1%	+$232	0.04%	97
2020 Q1	$196K	Buy	+1,848	New	+$234K	0.05%	93
2019 Q4	–	Sell	-1,600	Closed	-$222K	–	156
2019 Q3	$222K	Buy	+1,600	New	+$216K	0.05%	110
2018 Q2	–	Sell	-31,076	Closed	-$4.56M	–	146
2018 Q1	$4.56M	Buy	31,076 +3,226	+12%	+$488K	1.26%	31
2017 Q4	$4.08M	Buy	27,850 +1,398	+5%	+$203K	1.21%	33
2017 Q3	$3.67M	Sell	26,452 -661	-2%	-$92.1K	1.18%	32
2017 Q2	$3.99M	Buy	27,113 +1,041	+4%	+$157K	1.39%	26
2017 Q1	$4.34M	Buy	26,072 +1,220	+5%	+$205K	1.64%	17
2016 Q4	$3.94M	Buy	24,852 +3,735	+18%	+$569K	1.55%	23
2016 Q3	$3.21M	Buy	21,117 +1,546	+8%	+$235K	1.42%	27
2016 Q2	$2.84M	Buy	19,571 +2,099	+12%	+$300K	1.28%	31
2016 Q1	$2.53M	Buy	17,472 +2,232	+15%	+$285K	1.23%	32
2015 Q4	$2M	Buy	15,240 +3,371	+28%	+$453K	1.04%	38
2015 Q3	$1.65M	Buy	11,869 +2,821	+31%	+$417K	1.05%	39
2015 Q2	$1.41M	Buy	9,048 +2,619	+41%	+$421K	0.9%	42
2015 Q1	$986K	Buy	6,429 +1,428	+29%	+$217K	0.67%	50
2014 Q4	$767K	Buy	+5,001	New	+$796K	0.54%	52

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

Blue Chip Partners's IBM Position: Q1 2026 in Review

Blue Chip Partners reduced its IBM (IBM) stake by 1.8% in Q1 2026, selling an estimated $18.9K and leaving 3,900 shares worth $945K. The position accounts for 0.07% of the portfolio, ranked #91.

Blue Chip Partners first reported a position in IBM in Q4 2014 and has held it in 38 quarters since. The position peaked at $4.56M in Q1 2018. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Blue Chip Partners held 3,900 shares of IBM worth $945K as of Q1 2026.
Blue Chip Partners sold 70 IBM shares in Q1 2026, an estimated $18.9K.
IBM made up 0.07% of Blue Chip Partners's portfolio in Q1 2026, its #91 holding.
Blue Chip Partners first reported a position in IBM in Q4 2014 and has held it in 38 quarters since.
Blue Chip Partners's IBM position peaked at $4.56M in Q1 2018.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.