Brian C. Broderick’s IBM IBM Stock Holding History

Brian C. Broderick’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	$1.19M	Hold	4,901	–	–	0.22%	60
2025 Q4	$1.45M	Hold	4,901	–	–	0.27%	50
2025 Q3	$1.38M	Hold	4,901	–	–	0.26%	54
2025 Q2	$1.44M	Sell	4,901 -38	-0.8%	-$9.79K	0.29%	53
2025 Q1	$1.23M	Hold	4,939	–	–	0.25%	52
2024 Q4	$1.09M	Hold	4,939	–	–	0.21%	54
2024 Q3	$1.09M	Buy	4,939 +100	+2%	+$19.6K	0.21%	55
2024 Q2	$837K	Buy	4,839 +77	+2%	+$13.4K	0.17%	61
2024 Q1	$909K	Buy	4,762 +2,600	+120%	+$474K	0.19%	61
2023 Q4	$354K	Hold	2,162	–	–	0.09%	65
2023 Q3	$303K	Hold	2,162	–	–	0.08%	68
2023 Q2	$289K	Hold	2,162	–	–	0.08%	70
2023 Q1	$283K	Hold	2,162	–	–	0.08%	68
2022 Q4	$305K	Hold	2,162	–	–	0.09%	66
2022 Q3	$256K	Hold	2,162	–	–	0.08%	70
2022 Q2	$305K	Hold	2,162	–	–	0.09%	63
2022 Q1	$281K	Sell	2,162 -135	-6%	-$17.6K	0.07%	69
2021 Q4	$308K	Buy	2,297 +417	+22%	+$52.3K	0.07%	66
2021 Q3	$249K	Hold	1,880	–	–	0.07%	72
2021 Q2	$263K	Sell	1,880 -130	-6%	-$17.8K	0.07%	71
2021 Q1	$256K	Sell	2,010 -157	-7%	-$18.8K	0.07%	68
2020 Q4	$261K	Sell	2,167 -53	-2%	-$6.13K	0.08%	70
2020 Q3	$259K	Sell	2,220 -371	-14%	-$43.7K	0.08%	72
2020 Q2	$298K	Sell	2,591 -282	-10%	-$32.8K	0.1%	71
2020 Q1	$305K	Sell	2,873 -27	-0.9%	-$3.41K	0.12%	68
2019 Q4	$372K	Sell	2,900 -941	-24%	-$122K	0.12%	66
2019 Q3	$535K	Sell	3,841 -130	-3%	-$17.5K	0.18%	62
2019 Q2	$524K	Sell	3,971 -26	-0.7%	-$3.42K	0.18%	60
2019 Q1	$538K	Sell	3,997 -11	-0.3%	-$1.4K	0.19%	61
2018 Q4	$435K	Hold	4,008	–	–	0.18%	63
2018 Q3	$580K	Hold	4,008	–	–	0.2%	62
2018 Q2	$535K	Hold	4,008	–	–	0.2%	62
2018 Q1	$587K	Sell	4,008 -26	-0.6%	-$3.93K	0.22%	62
2017 Q4	$591K	Sell	4,034 -2,488	-38%	-$362K	0.22%	62
2017 Q3	$904K	Sell	6,522 -1,145	-15%	-$160K	0.33%	59
2017 Q2	$1.13M	Hold	7,667	–	–	0.42%	57
2017 Q1	$1.28M	Sell	7,667 -555	-7%	-$93.1K	0.52%	49
2016 Q4	$1.3M	Sell	8,222 -674	-8%	-$103K	0.57%	49
2016 Q3	$1.35M	Sell	8,896 -2,176	-20%	-$330K	0.58%	47
2016 Q2	$1.6M	Sell	11,072 -638	-5%	-$91.3K	0.68%	46
2016 Q1	$1.7M	Sell	11,710 -656	-5%	-$83.8K	0.73%	45
2015 Q4	$1.63M	Buy	12,366 +5,021	+68%	+$675K	0.73%	50
2015 Q3	$1.02M	Sell	7,345 -82	-1%	-$12.1K	0.47%	59
2015 Q2	$1.16M	Sell	7,427 -1,174	-14%	-$189K	0.49%	59
2015 Q1	$1.32M	Buy	8,601 +1,494	+21%	+$227K	0.55%	58
2014 Q4	$1.09M	Sell	7,107 -188	-3%	-$29.9K	0.46%	60
2014 Q3	$1.32M	Buy	7,295 +873	+14%	+$159K	0.59%	58
2014 Q2	$1.11M	Sell	6,422 -128	-2%	-$23K	0.51%	57
2014 Q1	$1.2M	Hold	6,550	–	–	0.59%	54
2013 Q4	$1.18M	Hold	6,550	–	–	0.59%	55
2013 Q3	$1.16M	Hold	6,550	–	–	0.65%	52
2013 Q2	$1.2M	Buy	+6,550	New	+$1.28M	0.72%	48

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

Brian C. Broderick's IBM Position: Q1 2026 in Review

Brian C. Broderick held its IBM (IBM) position steady in Q1 2026 at 4,901 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #60.

Brian C. Broderick first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.7M in Q1 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Brian C. Broderick held 4,901 shares of IBM worth $1.19M as of Q1 2026.
Brian C. Broderick left its IBM share count unchanged in Q1 2026.
IBM made up 0.22% of Brian C. Broderick's portfolio in Q1 2026, its #60 holding.
Brian C. Broderick first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Brian C. Broderick's IBM position peaked at $1.7M in Q1 2016.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.