Boston Research & Management’s IBM IBM Stock Holding History

Boston Research & 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	$790K	Hold	3,260	–	–	0.19%	71
2025 Q4	$965K	Hold	3,260	–	–	0.22%	71
2025 Q3	$919K	Buy	3,260 +47	+1%	+$12.3K	0.2%	73
2025 Q2	$947K	Hold	3,213	–	–	0.23%	71
2025 Q1	$799K	Hold	3,213	–	–	0.2%	72
2024 Q4	$706K	Sell	3,213 -1,220	-28%	-$272K	0.17%	75
2024 Q3	$980K	Hold	4,433	–	–	0.23%	74
2024 Q2	$766K	Sell	4,433 -170	-4%	-$29.5K	0.19%	75
2024 Q1	$879K	Hold	4,603	–	–	0.22%	75
2023 Q4	$752K	Hold	4,603	–	–	0.2%	75
2023 Q3	$645K	Hold	4,603	–	–	0.19%	76
2023 Q2	$615K	Buy	4,603 +107	+2%	+$13.8K	0.17%	77
2023 Q1	$589K	Hold	4,496	–	–	0.18%	77
2022 Q4	$633K	Hold	4,496	–	–	0.2%	75
2022 Q3	$534K	Hold	4,496	–	–	0.18%	79
2022 Q2	$634K	Hold	4,496	–	–	0.21%	75
2022 Q1	$584K	Hold	4,496	–	–	0.17%	78
2021 Q4	$600K	Sell	4,496 -207	-4%	-$26K	0.16%	80
2021 Q3	$624K	Sell	4,703 -298	-6%	-$39.8K	0.19%	77
2021 Q2	$700K	Sell	5,001 -256	-5%	-$35K	0.21%	73
2021 Q1	$669K	Sell	5,257 -89	-2%	-$10.7K	0.22%	72
2020 Q4	$643K	Hold	5,346	–	–	0.22%	72
2020 Q3	$621K	Buy	5,346 +751	+16%	+$88.4K	0.24%	69
2020 Q2	$530K	Hold	4,595	–	–	0.22%	71
2020 Q1	$487K	Sell	4,595 -94	-2%	-$11.9K	0.24%	69
2019 Q4	$600K	Hold	4,689	–	–	0.23%	74
2019 Q3	$651K	Hold	4,689	–	–	0.26%	67
2019 Q2	$618K	Buy	4,689 +486	+12%	+$63.8K	0.25%	73
2019 Q1	$566K	Hold	4,203	–	–	0.24%	77
2018 Q4	$456K	Hold	4,203	–	–	0.22%	77
2018 Q3	$607K	Hold	4,203	–	–	0.28%	67
2018 Q2	$561K	Hold	4,203	–	–	0.28%	69
2018 Q1	$616K	Sell	4,203 -523	-11%	-$79.1K	0.31%	66
2017 Q4	$693K	Hold	4,726	–	–	0.35%	65
2017 Q3	$655K	Buy	4,726 +209	+5%	+$29.1K	0.33%	66
2017 Q2	$664K	Hold	4,517	–	–	0.36%	64
2017 Q1	$752K	Hold	4,517	–	–	0.41%	63
2016 Q4	$716K	Hold	4,517	–	–	0.41%	63
2016 Q3	$685K	Buy	4,517 +901	+25%	+$137K	0.4%	62
2016 Q2	$524K	Hold	3,616	–	–	0.32%	67
2016 Q1	$523K	Hold	3,616	–	–	0.33%	67
2015 Q4	$475K	Buy	3,616 +96	+3%	+$12.9K	0.3%	72
2015 Q3	$487K	Hold	3,520	–	–	0.32%	74
2015 Q2	$547K	Hold	3,520	–	–	0.35%	70
2015 Q1	$540K	Hold	3,520	–	–	0.34%	70
2014 Q4	$539K	Hold	3,520	–	–	0.34%	71
2014 Q3	$638K	Sell	3,520 -982	-22%	-$179K	0.43%	66
2014 Q2	$780K	Buy	4,502 +418	+10%	+$75.2K	0.54%	62
2014 Q1	$751K	Buy	4,084 +533	+15%	+$93.8K	0.55%	61
2013 Q4	$636K	Sell	3,551 -251	-7%	-$43.3K	0.49%	61
2013 Q3	$673K	Buy	3,802 +31	+0.8%	+$5.63K	0.57%	61
2013 Q2	$689K	Buy	+3,771	New	+$734K	0.61%	60

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

Boston Research & Management's IBM Position: Q1 2026 in Review

Boston Research & Management held its IBM (IBM) position steady in Q1 2026 at 3,260 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #71.

Boston Research & Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $980K in Q3 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Boston Research & Management held 3,260 shares of IBM worth $790K as of Q1 2026.
Boston Research & Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.19% of Boston Research & Management's portfolio in Q1 2026, its #71 holding.
Boston Research & Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's IBM position peaked at $980K in Q3 2024.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.