Boyar Asset Management’s IBM IBM Stock Holding History

Boyar Asset 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	$398K	Hold	1,641	–	–	0.23%	70
2025 Q4	$486K	Hold	1,641	–	–	0.31%	59
2025 Q3	$463K	Hold	1,641	–	–	0.29%	55
2025 Q2	$484K	Hold	1,641	–	–	0.32%	54
2025 Q1	$408K	Hold	1,641	–	–	0.3%	57
2024 Q4	$361K	Hold	1,641	–	–	0.24%	63
2024 Q3	$363K	Sell	1,641 -150	-8%	-$29.4K	0.23%	63
2024 Q2	$310K	Hold	1,791	–	–	0.21%	66
2024 Q1	$342K	Buy	1,791 +503	+39%	+$91.8K	0.22%	63
2023 Q4	$211K	Sell	1,288 -504	-28%	-$76.2K	0.16%	73
2023 Q3	$251K	Hold	1,792	–	–	0.2%	66
2023 Q2	$240K	Hold	1,792	–	–	0.18%	68
2023 Q1	$235K	Hold	1,792	–	–	0.18%	68
2022 Q4	$252K	Hold	1,792	–	–	0.21%	69
2022 Q3	$213K	Hold	1,792	–	–	0.18%	77
2022 Q2	$253K	Hold	1,792	–	–	0.21%	68
2022 Q1	$233K	Hold	1,792	–	–	0.15%	77
2021 Q4	$239K	Sell	1,792 -82	-4%	-$10.3K	0.14%	75
2021 Q3	$249K	Hold	1,874	–	–	0.16%	72
2021 Q2	$263K	Hold	1,874	–	–	0.17%	72
2021 Q1	$239K	Hold	1,874	–	–	0.16%	75
2020 Q4	$226K	Hold	1,874	–	–	0.17%	70
2020 Q3	$218K	Hold	1,874	–	–	0.18%	61
2020 Q2	$216K	Buy	+1,874	New	+$218K	0.2%	56
2019 Q4	–	Sell	-1,561	Closed	-$217K	–	72
2019 Q3	$217K	Hold	1,561	–	–	0.16%	63
2019 Q2	$206K	Hold	1,561	–	–	0.15%	66
2019 Q1	$210K	Buy	+1,561	New	+$199K	0.16%	69
2018 Q4	–	Sell	-1,561	Closed	-$226K	–	73
2018 Q3	$226K	Hold	1,561	–	–	0.15%	67
2018 Q2	$208K	Sell	1,561 -209	-12%	-$29.1K	0.15%	64
2018 Q1	$260K	Hold	1,770	–	–	0.19%	59
2017 Q4	$260K	Buy	1,770 +157	+10%	+$22.8K	0.19%	59
2017 Q3	$224K	Hold	1,613	–	–	0.17%	63
2017 Q2	$237K	Hold	1,613	–	–	0.17%	65
2017 Q1	$268K	Hold	1,613	–	–	0.2%	60
2016 Q4	$256K	Buy	1,613 +209	+15%	+$31.8K	0.26%	60
2016 Q3	$213K	Hold	1,404	–	–	0.17%	62
2016 Q2	$204K	Hold	1,404	–	–	0.16%	62
2016 Q1	$203K	Buy	+1,404	New	+$179K	0.16%	63
2015 Q4	–	Sell	-2,973	Closed	-$412K	–	64
2015 Q3	$412K	Hold	2,973	–	–	0.35%	55
2015 Q2	$462K	Hold	2,973	–	–	0.35%	55
2015 Q1	$456K	Hold	2,973	–	–	0.35%	55
2014 Q4	$456K	Buy	2,973 +1,674	+129%	+$266K	0.36%	56
2014 Q3	$236K	Hold	1,299	–	–	0.18%	61
2014 Q2	$225K	Hold	1,299	–	–	0.18%	64
2014 Q1	$239K	Sell	1,299 -84	-6%	-$14.8K	0.19%	60
2013 Q4	$248K	Hold	1,383	–	–	0.21%	57
2013 Q3	$245K	Hold	1,383	–	–	0.23%	57
2013 Q2	$253K	Buy	+1,383	New	+$269K	0.25%	54

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

Boyar Asset Management's IBM Position: Q1 2026 in Review

Boyar Asset Management held its IBM (IBM) position steady in Q1 2026 at 1,641 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #70.

Boyar Asset Management first reported a position in IBM in Q2 2013 and has held it in 48 quarters since. The position peaked at $486K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Boyar Asset Management held 1,641 shares of IBM worth $398K as of Q1 2026.
Boyar Asset Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.23% of Boyar Asset Management's portfolio in Q1 2026, its #70 holding.
Boyar Asset Management first reported a position in IBM in Q2 2013 and has held it in 48 quarters since.
Boyar Asset Management's IBM position peaked at $486K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.