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Bramshill Investments’s IBM IBM Stock Holding History

Bramshill Investments’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 		$485K Buy
+2,000
New +$541K 0.04% 135
2024
Q4 		– Sell
-2,000
Closed -$442K – 143
2024
Q3 		$442K Sell
2,000
-1,479
-43% -$290K 0.05% 106
2024
Q2 		$602K Buy
3,479
+615
+21% +$107K 0.07% 87
2024
Q1 		$547K Sell
2,864
-996
-26% -$182K 0.06% 84
2023
Q4 		$631K Sell
3,860
-2,424
-39% -$366K 0.06% 97
2023
Q3 		$882K Sell
6,284
-14,877
-70% -$2.12M 0.1% 65
2023
Q2 		$2.83M Sell
21,161
-222
-1% -$28.6K 0.26% 36
2023
Q1 		$2.8M Buy
21,383
+418
+2% +$55.9K 0.34% 40
2022
Q4 		$2.95M Sell
20,965
-352
-2% -$48.6K 0.35% 42
2022
Q3 		$2.53M Buy
21,317
+787
+4% +$103K 0.36% 41
2022
Q2 		$2.9M Buy
20,530
+365
+2% +$49.3K 0.35% 34
2022
Q1 		$2.62M Buy
20,165
+4,384
+28% +$572K 0.36% 41
2021
Q4 		$2.11M Sell
15,781
-64
-0.4% -$8.03K 0.21% 43
2021
Q3 		$2.1M Buy
+15,845
New +$2.12M 0.18% 48
2020
Q2 		– Sell
-11,289
Closed -$1.2M – 138
2020
Q1 		$1.2M Sell
11,289
-53
-0.5% -$6.7K 0.23% 50
2019
Q4 		$1.45M Buy
+11,342
New +$1.47M 0.3% 44

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bramshill Investments's IBM Position: Q1 2026 in Review

Bramshill Investments opened a new position in IBM (IBM) in Q1 2026: 2,000 shares worth $485K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings. This is a return to the name: Bramshill Investments previously reported a position in IBM as recently as Q3 2024.

Bramshill Investments first reported a position in IBM in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.95M in Q4 2022. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Bramshill Investments held 2,000 shares of IBM worth $485K as of Q1 2026.
  • IBM was a new Bramshill Investments position in Q1 2026.
  • IBM made up 0.04% of Bramshill Investments's portfolio in Q1 2026, its #135 holding.
  • Bramshill Investments first reported a position in IBM in Q4 2019 and has held it in 16 quarters since.
  • Bramshill Investments's IBM position peaked at $2.95M in Q4 2022.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.