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
2024 Q1	–	Sell	-100,000	Closed	-$77.8K	–	210
2023 Q4	$77.8K	Buy	+100,000	New	+$15.1M	0.01%	134
2019 Q4	–	Sell	-21,757	Closed	-$59K	–	665
2019 Q3	$59K	Buy	+21,757	New	+$2.93M	0.01%	353
2019 Q1	–	Sell	-4,916	Closed	-$33K	–	450
2018 Q4	$33K	Buy	+4,916	New	+$590K	﹤0.01%	339
2016 Q3	–	Sell	-44,769	Closed	-$18K	–	506
2016 Q2	$18K	Buy	+44,769	New	+$6.41M	﹤0.01%	403
2016 Q1	–	Sell	-34,204	Closed	-$44K	–	598
2015 Q4	$44K	Buy	+34,204	New	+$4.6M	﹤0.01%	514
2015 Q1	–	Sell	-38,388	Closed	-$534K	–	525
2014 Q4	$534K	Hold	38,388	–	–	0.03%	339
2014 Q3	$91K	Buy	38,388 +37,957	+8,807%	+$6.92M	0.01%	681
2014 Q2	$200K	Buy	+431	New	+$77.6K	0.01%	610

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.