BCI
IBM icon

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 		$484 Buy
+2
New +$541 ﹤0.01% 1946

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.