Boit C.F. David’s IBM IBM Stock Holding History

Boit C.F. David’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	$869K	Hold	3,584	–	–	0.39%	50
2025 Q4	$1.09M	Hold	3,584	–	–	0.47%	45
2025 Q3	$1.01M	Hold	3,584	–	–	0.46%	44
2025 Q2	$1.06M	Hold	3,584	–	–	0.51%	40
2025 Q1	$891K	Hold	3,584	–	–	0.45%	40
2024 Q4	$788K	Hold	3,584	–	–	0.32%	49
2024 Q3	$788K	Hold	3,584	–	–	0.39%	45
2024 Q2	$620K	Hold	3,584	–	–	0.32%	55
2024 Q1	$589K	Hold	3,584	–	–	0.32%	52
2023 Q4	$574K	Buy	3,584 +88	+3%	+$13.3K	0.32%	51
2023 Q3	$492K	Hold	3,496	–	–	0.34%	51
2023 Q2	$468K	Hold	3,496	–	–	0.31%	52
2023 Q1	$442K	Hold	3,496	–	–	0.3%	52
2022 Q4	$493K	Hold	3,496	–	–	0.35%	48
2022 Q3	$415K	Buy	+3,496	New	+$459K	0.34%	50
2022 Q1	$455K	Sell	3,496 -288	-8%	-$37.6K	0.3%	54
2021 Q4	$506K	Sell	3,784 -174	-4%	-$21.8K	0.32%	55
2021 Q3	$542K	Buy	3,958 +209	+6%	+$27.9K	0.37%	49
2021 Q2	$525K	Buy	+3,749	New	+$513K	0.4%	46

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

Boit C.F. David's IBM Position: Q1 2026 in Review

Boit C.F. David held its IBM (IBM) position steady in Q1 2026 at 3,584 shares worth $869K. The position accounts for 0.39% of the portfolio, ranked #50.

Boit C.F. David first reported a position in IBM in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Boit C.F. David held 3,584 shares of IBM worth $869K as of Q1 2026.
Boit C.F. David left its IBM share count unchanged in Q1 2026.
IBM made up 0.39% of Boit C.F. David's portfolio in Q1 2026, its #50 holding.
Boit C.F. David first reported a position in IBM in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's IBM position peaked at $1.09M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.