Bollard Group’s IBM IBM Stock Holding History

Bollard Group’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	$194K	Hold	800	–	–	0.01%	181
2025 Q4	$237K	Hold	800	–	–	0.01%	166
2025 Q3	$226K	Hold	800	–	–	0.01%	157
2025 Q2	$236K	Hold	800	–	–	0.01%	174
2025 Q1	$199K	Hold	800	–	–	0.01%	163
2024 Q4	$176K	Hold	800	–	–	﹤0.01%	164
2024 Q3	$177K	Hold	800	–	–	﹤0.01%	180
2024 Q2	$138K	Hold	800	–	–	﹤0.01%	184
2024 Q1	$153K	Hold	800	–	–	﹤0.01%	173
2023 Q4	$131K	Hold	800	–	–	﹤0.01%	179
2023 Q3	$112K	Sell	800 -10	-1%	-$1.42K	﹤0.01%	180
2023 Q2	$108K	Buy	810 +10	+1%	+$1.29K	﹤0.01%	186
2023 Q1	$105K	Hold	800	–	–	﹤0.01%	190
2022 Q4	$113K	Hold	800	–	–	﹤0.01%	183
2022 Q3	$95K	Hold	800	–	–	﹤0.01%	192
2022 Q2	$113K	Hold	800	–	–	﹤0.01%	195
2022 Q1	$104K	Hold	800	–	–	﹤0.01%	283
2021 Q4	$107K	Sell	800 -37	-4%	-$4.64K	﹤0.01%	285
2021 Q3	$111K	Hold	837	–	–	﹤0.01%	275
2021 Q2	$117K	Hold	837	–	–	﹤0.01%	264
2021 Q1	$107K	Hold	837	–	–	﹤0.01%	275
2020 Q4	$101K	Sell	837 -412	-33%	-$47.6K	﹤0.01%	266
2020 Q3	$145K	Sell	1,249 -132	-10%	-$15.5K	0.01%	217
2020 Q2	$159K	Buy	1,381 +2	+0.1%	+$232	0.01%	203
2020 Q1	$146K	Hold	1,379	–	–	0.01%	152
2019 Q4	$177K	Buy	1,379 +1	+0.1%	+$130	0.01%	162
2019 Q3	$191K	Buy	1,378 +3	+0.2%	+$405	0.01%	162
2019 Q2	$181K	Buy	1,375 +6	+0.4%	+$788	0.01%	178
2019 Q1	$185K	Buy	1,369 +6	+0.4%	+$765	0.01%	177
2018 Q4	$148K	Buy	1,363 +6	+0.4%	+$720	0.01%	178
2018 Q3	$196K	Buy	1,357 +6	+0.4%	+$838	0.01%	173
2018 Q2	$180K	Sell	1,351 -69	-5%	-$9.62K	0.01%	174
2018 Q1	$208K	Buy	1,420 +109	+8%	+$16.5K	0.01%	172
2017 Q4	$192K	Buy	1,311 +3	+0.2%	+$436	0.01%	168
2017 Q3	$181K	Sell	1,308 -7,138	-85%	-$994K	0.01%	180
2017 Q2	$1.24M	Buy	8,446 +74	+0.9%	+$11.2K	0.07%	128
2017 Q1	$1.39M	Buy	8,372 +58	+0.7%	+$9.72K	0.08%	121
2016 Q4	$1.32M	Sell	8,314 -2,158	-21%	-$329K	0.09%	121
2016 Q3	$1.59M	Buy	10,472 +83	+0.8%	+$12.6K	0.1%	108
2016 Q2	$1.51M	Buy	10,389 +85	+0.8%	+$12.2K	0.1%	105
2016 Q1	$1.49M	Buy	10,304 +84	+0.8%	+$10.7K	0.12%	101
2015 Q4	$1.34M	Sell	10,220 -3,851	-27%	-$517K	0.11%	105
2015 Q3	$1.95M	Buy	14,071 +114	+0.8%	+$16.8K	0.16%	93
2015 Q2	$2.17M	Buy	13,957 +101	+0.7%	+$16.2K	0.16%	85
2015 Q1	$2.13M	Buy	13,856 +867	+7%	+$132K	0.16%	92
2014 Q4	$1.99M	Sell	12,989 -67,254	-84%	-$10.7M	0.18%	83
2014 Q3	$14.6M	Sell	80,243 -1,027	-1%	-$187K	1.38%	10
2014 Q2	$14.1M	Sell	81,270 -565	-0.7%	-$102K	1.36%	10
2014 Q1	$15.1M	Sell	81,835 -4,632	-5%	-$815K	1.52%	7
2013 Q4	$15.5M	Buy	86,467 +42,804	+98%	+$7.38M	1.71%	6
2013 Q3	$7.73M	Sell	43,663 -387	-0.9%	-$70.3K	0.91%	15
2013 Q2	$8.05M	Buy	+44,050	New	+$8.58M	1.55%	15

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

Bollard Group's IBM Position: Q1 2026 in Review

Bollard Group held its IBM (IBM) position steady in Q1 2026 at 800 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #181.

Bollard Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.5M in Q4 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Bollard Group held 800 shares of IBM worth $194K as of Q1 2026.
Bollard Group left its IBM share count unchanged in Q1 2026.
IBM made up 0.01% of Bollard Group's portfolio in Q1 2026, its #181 holding.
Bollard Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Bollard Group's IBM position peaked at $15.5M in Q4 2013.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.