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Brinker Capital Investments’s IBM IBM Stock Holding History

Brinker Capital 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 		$8.14M Sell
33,589
-13,416
-29% -$3.63M 0.07% 247
2025
Q4 		$13.9M Buy
47,005
+5,060
+12% +$1.52M 0.1% 174
2025
Q3 		$11.8M Buy
41,945
+711
+2% +$186K 0.09% 194
2025
Q2 		$12.2M Sell
41,234
-623
-1% -$161K 0.1% 177
2025
Q1 		$10.4M Sell
41,857
-12,806
-23% -$3.13M 0.1% 189
2024
Q4 		$12M Buy
54,663
+4,985
+10% +$1.11M 0.12% 156
2024
Q3 		$11M Buy
49,678
+2,187
+5% +$429K 0.11% 182
2024
Q2 		$8.21M Sell
47,491
-1,068
-2% -$186K 0.09% 227
2024
Q1 		$9.27M Sell
48,559
-16,955
-26% -$3.09M 0.1% 207
2023
Q4 		$10.6M Sell
65,514
-3,832
-6% -$579K 0.12% 172
2023
Q3 		$9.73M Sell
69,346
-7,325
-10% -$1.04M 0.12% 169
2023
Q2 		$10.3M Buy
76,671
+4,137
+6% +$534K 0.11% 179
2023
Q1 		$9.51M Buy
72,534
+20,798
+40% +$2.78M 0.12% 165
2022
Q4 		$7.29M Sell
51,736
-1,219
-2% -$168K 0.15% 150
2022
Q3 		$6.29M Buy
52,955
+1,786
+3% +$234K 0.13% 156
2022
Q2 		$7.22M Buy
51,169
+7,715
+18% +$1.04M 0.14% 155
2022
Q1 		$5.65M Buy
43,454
+11,469
+36% +$1.5M 0.09% 226
2021
Q4 		$4.28M Sell
31,985
-947
-3% -$119K 0.06% 314
2021
Q3 		$4.62M Hold
32,932
– – 0.07% 278
2021
Q2 		$4.62M Buy
32,932
+4,919
+18% +$673K 0.06% 320
2021
Q1 		$3.57M Sell
28,013
-1,179
-4% -$141K 0.05% 335
2020
Q4 		$3.51M Buy
29,192
+12,253
+72% +$1.42M 0.05% 411
2020
Q3 		$1.97M Buy
+16,939
New +$1.99M 0.03% 482
2020
Q1 		– Sell
-567
Closed -$73K – 502
2019
Q4 		$73K Hold
567
– – ﹤0.01% 386
2019
Q3 		$79K Sell
567
-952
-63% -$128K ﹤0.01% 390
2019
Q2 		$200K Buy
1,519
+413
+37% +$54.3K 0.01% 387
2019
Q1 		$149K Buy
1,106
+539
+95% +$68.7K ﹤0.01% 363
2018
Q4 		$62K Hold
567
– – ﹤0.01% 377
2018
Q3 		$82K Buy
567
+523
+1,189% +$73.1K ﹤0.01% 336
2018
Q2 		$6K Hold
44
– – ﹤0.01% 523
2018
Q1 		$6K Hold
44
– – ﹤0.01% 472
2017
Q4 		$6K Sell
44
-5
-10% -$727 ﹤0.01% 462
2017
Q3 		$7K Buy
49
+5
+11% +$697 ﹤0.01% 463
2017
Q2 		$6K Hold
44
– – ﹤0.01% 425
2017
Q1 		$7K Hold
44
– – ﹤0.01% 404
2016
Q4 		$7K Hold
44
– – ﹤0.01% 411
2016
Q3 		$7K Hold
44
– – ﹤0.01% 392
2016
Q2 		$6K Hold
44
– – ﹤0.01% 352
2016
Q1 		$6K Buy
44
+37
+529% +$4.73K ﹤0.01% 367
2015
Q4 		$1K Buy
+7
New +$940 ﹤0.01% 516
2015
Q1 		– Sell
-60
Closed -$9K – 444
2014
Q4 		$9K Hold
60
– – ﹤0.01% 366
2014
Q3 		$11K Hold
60
– – ﹤0.01% 323
2014
Q2 		$10K Hold
60
– – ﹤0.01% 330
2014
Q1 		$11K Hold
60
– – ﹤0.01% 344
2013
Q4 		$11K Hold
60
– – ﹤0.01% 322
2013
Q3 		$11K Hold
60
– – ﹤0.01% 321
2013
Q2 		$11K Buy
+60
New +$11.7K ﹤0.01% 309

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

Brinker Capital Investments's IBM Position: Q1 2026 in Review

Brinker Capital Investments reduced its IBM (IBM) stake by 29% in Q1 2026, selling an estimated $3.63M and leaving 33,589 shares worth $8.14M. The position accounts for 0.07% of the portfolio, ranked #247.

Brinker Capital Investments first reported a position in IBM in Q2 2013 and has held it in 47 quarters since. The position peaked at $13.9M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Brinker Capital Investments held 33,589 shares of IBM worth $8.14M as of Q1 2026.
  • Brinker Capital Investments sold 13,416 IBM shares in Q1 2026, an estimated $3.63M.
  • IBM made up 0.07% of Brinker Capital Investments's portfolio in Q1 2026, its #247 holding.
  • Brinker Capital Investments first reported a position in IBM in Q2 2013 and has held it in 47 quarters since.
  • Brinker Capital Investments's IBM position peaked at $13.9M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.