Blue Edge Capital’s IBM IBM Stock Holding History

Blue Edge Capital’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	$2.02M	Buy	8,316 +1,551	+23%	+$420K	0.27%	62
2025 Q4	$2M	Buy	6,765 +21	+0.3%	+$6.29K	0.27%	63
2025 Q3	$1.9M	Buy	6,744 +2	+0%	+$524	0.27%	64
2025 Q2	$1.99M	Sell	6,742 -34	-0.5%	-$8.76K	0.3%	62
2025 Q1	$1.68M	Buy	6,776 +39	+0.6%	+$9.54K	0.27%	59
2024 Q4	$1.48M	Buy	6,737 +135	+2%	+$30.1K	0.23%	63
2024 Q3	$1.46M	Buy	6,602 +333	+5%	+$65.3K	0.23%	63
2024 Q2	$1.08M	Hold	6,269	–	–	0.18%	71
2024 Q1	$1.2M	Hold	6,269	–	–	0.2%	71
2023 Q4	$1.03M	Hold	6,269	–	–	0.19%	66
2023 Q3	$880K	Hold	6,269	–	–	0.18%	68
2023 Q2	$839K	Hold	6,269	–	–	0.17%	69
2023 Q1	$822K	Buy	6,269 +1,501	+31%	+$201K	0.18%	70
2022 Q4	$672K	Hold	4,768	–	–	0.15%	76
2022 Q3	$566K	Hold	4,768	–	–	0.14%	79
2022 Q2	$673K	Hold	4,768	–	–	0.16%	74
2022 Q1	$620K	Sell	4,768 -732	-13%	-$95.5K	0.12%	81
2021 Q4	$735K	Sell	5,500 -253	-4%	-$31.7K	0.14%	75
2021 Q3	$764K	Hold	5,753	–	–	0.16%	69
2021 Q2	$806K	Hold	5,753	–	–	0.17%	72
2021 Q1	$733K	Hold	5,753	–	–	0.16%	72
2020 Q4	$692K	Hold	5,753	–	–	0.17%	74
2020 Q3	$669K	Hold	5,753	–	–	0.18%	71
2020 Q2	$664K	Hold	5,753	–	–	0.2%	67
2020 Q1	$610K	Hold	5,753	–	–	0.22%	71
2019 Q4	$737K	Hold	5,753	–	–	0.23%	65
2019 Q3	$800K	Hold	5,753	–	–	0.27%	61
2019 Q2	$758K	Hold	5,753	–	–	0.27%	61
2019 Q1	$776K	Sell	5,753 -3,138	-35%	-$400K	0.29%	61
2018 Q4	$966K	Hold	8,891	–	–	0.42%	55
2018 Q3	$1.29M	Hold	8,891	–	–	0.48%	53
2018 Q2	$1.19M	Hold	8,891	–	–	0.48%	52
2018 Q1	$1.3M	Hold	8,891	–	–	0.53%	52
2017 Q4	$1.3M	Hold	8,891	–	–	0.52%	55
2017 Q3	$1.23M	Hold	8,891	–	–	0.56%	52
2017 Q2	$1.31M	Hold	8,891	–	–	0.62%	44
2017 Q1	$1.48M	Hold	8,891	–	–	0.74%	40
2016 Q4	$1.41M	Hold	8,891	–	–	0.79%	42
2016 Q3	$1.35M	Hold	8,891	–	–	0.74%	41
2016 Q2	$1.29M	Hold	8,891	–	–	0.71%	42
2016 Q1	$1.29M	Buy	8,891 +4,184	+89%	+$534K	0.76%	42
2015 Q4	$619K	Hold	4,707	–	–	0.4%	55
2015 Q3	$652K	Hold	4,707	–	–	0.47%	55
2015 Q2	$732K	Hold	4,707	–	–	0.48%	58
2015 Q1	$722K	Hold	4,707	–	–	0.48%	58
2014 Q4	$722K	Hold	4,707	–	–	0.49%	57
2014 Q3	$854K	Hold	4,707	–	–	0.6%	54
2014 Q2	$816K	Hold	4,707	–	–	0.55%	53
2014 Q1	$866K	Hold	4,707	–	–	0.6%	49
2013 Q4	$844K	Buy	+4,707	New	+$812K	0.62%	53

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 Edge Capital's IBM Position: Q1 2026 in Review

Blue Edge Capital increased its IBM (IBM) stake by 23% in Q1 2026, buying an estimated $420K and bringing the position to 8,316 shares worth $2.02M. The position accounts for 0.27% of the portfolio, ranked #62.

Blue Edge Capital first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Blue Edge Capital held 8,316 shares of IBM worth $2.02M as of Q1 2026.
Blue Edge Capital bought 1,551 IBM shares in Q1 2026, an estimated $420K.
IBM made up 0.27% of Blue Edge Capital's portfolio in Q1 2026, its #62 holding.
Blue Edge Capital first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.