Bluefin Capital Management’s IBM IBM Stock Holding History

Bluefin Capital 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	$1.45M	Buy	5,975 +4,975	+498%	+$1.35M	0.93%	23
2025 Q4	$296K	Buy	+1,000	New	+$299K	0.07%	123
2024 Q1	–	Sell	-110,250	Closed	-$18.1M	–	209
2023 Q4	$18.1M	Buy	+110,250	New	+$16.7M	1.57%	13
2023 Q1	–	Sell	-6,515	Closed	-$918K	–	346
2022 Q4	$918K	Sell	6,515 -4,135	-39%	-$570K	0.14%	99
2022 Q3	$1.26M	Sell	10,650 -5,450	-34%	-$715K	0.11%	115
2022 Q2	$2.27M	Buy	16,100 +800	+5%	+$108K	0.25%	73
2022 Q1	$1.99M	Sell	15,300 -6,800	-31%	-$887K	0.18%	82
2021 Q4	$2.95M	Buy	22,100 +20,084	+996%	+$2.52M	0.21%	90
2021 Q3	$268K	Sell	2,016 -30,865	-94%	-$4.13M	0.03%	408
2021 Q2	$4.61M	Buy	32,881 +25,333	+336%	+$3.46M	0.29%	63
2021 Q1	$962K	Sell	7,548 -483	-6%	-$57.8K	0.04%	200
2020 Q4	$967K	Buy	+8,031	New	+$928K	0.06%	188
2020 Q3	–	Sell	-8,928	Closed	-$1.05M	–	131
2020 Q2	$1.03M	Buy	8,928 +3,593	+67%	+$417K	0.09%	104
2020 Q1	$566K	Sell	5,335 -30,329	-85%	-$3.84M	0.07%	169
2019 Q4	$4.57M	Buy	+35,664	New	+$4.64M	0.3%	85
2018 Q4	–	Sell	-7,186	Closed	-$862K	–	466
2018 Q3	$1.04M	Buy	+7,186	New	+$1M	0.1%	162
2018 Q1	–	Sell	-1,935	Closed	-$284K	–	504
2017 Q4	$284K	Buy	1,935 +407	+27%	+$59.2K	0.02%	308
2017 Q3	$212K	Sell	1,528 -2,283	-60%	-$318K	0.02%	319
2017 Q2	$560K	Sell	3,811 -11,278	-75%	-$1.7M	0.06%	222
2017 Q1	$2.51M	Buy	15,089 +1,340	+10%	+$225K	0.33%	50
2016 Q4	$2.18M	Sell	13,749 -131	-0.9%	-$20K	0.13%	83
2016 Q3	$2.11M	Sell	13,880 -828	-6%	-$126K	0.08%	74
2016 Q2	$2.13M	Buy	14,708 +11,194	+319%	+$1.6M	0.21%	76
2016 Q1	$509K	Sell	3,514 -33,239	-90%	-$4.25M	0.05%	187
2015 Q4	$4.84M	Buy	36,753 +15,114	+70%	+$2.03M	0.39%	73
2015 Q3	$3M	Sell	21,639 -13,871	-39%	-$2.05M	0.18%	84
2015 Q2	$5.52M	Buy	35,510 +28,860	+434%	+$4.64M	0.34%	70
2015 Q1	$1.02M	Sell	6,650 -33,638	-83%	-$5.1M	0.09%	178
2014 Q4	$6.18M	Buy	40,288 +16,160	+67%	+$2.57M	0.37%	55
2014 Q3	$4.38M	Buy	24,128 +11,228	+87%	+$2.05M	0.24%	100
2014 Q2	$2.2M	Buy	12,900 +9,529	+283%	+$1.72M	0.09%	185
2014 Q1	$600K	Buy	+3,371	New	+$593K	0.04%	289
2013 Q3	–	Sell	-13,823	Closed	-$2.5M	–	481
2013 Q2	$2.5M	Buy	+13,823	New	+$2.69M	0.23%	97

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

Bluefin Capital Management's IBM Position: Q1 2026 in Review

Bluefin Capital Management increased its IBM (IBM) stake by 498% in Q1 2026, buying an estimated $1.35M and bringing the position to 5,975 shares worth $1.45M. The position accounts for 0.93% of the portfolio, ranked #23.

Bluefin Capital Management first reported a position in IBM in Q2 2013 and has held it in 33 quarters since. The position peaked at $18.1M in Q4 2023. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Bluefin Capital Management held 5,975 shares of IBM worth $1.45M as of Q1 2026.
Bluefin Capital Management bought 4,975 IBM shares in Q1 2026, an estimated $1.35M.
IBM made up 0.93% of Bluefin Capital Management's portfolio in Q1 2026, its #23 holding.
Bluefin Capital Management first reported a position in IBM in Q2 2013 and has held it in 33 quarters since.
Bluefin Capital Management's IBM position peaked at $18.1M in Q4 2023.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.