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Broadleaf Partners’s IBM IBM Stock Holding History

Broadleaf Partners’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 		$222K Sell
914
-2
-0.2% -$541 0.05% 82
2025
Q4 		$271K Sell
916
-2
-0.2% -$599 0.06% 74
2025
Q3 		$259K Buy
918
+50
+6% +$13.1K 0.05% 75
2025
Q2 		$256K Hold
868
– – 0.06% 78
2025
Q1 		$216K Buy
+868
New +$212K 0.06% 77

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

Broadleaf Partners's IBM Position: Q1 2026 in Review

Broadleaf Partners reduced its IBM (IBM) stake by 0.22% in Q1 2026, selling an estimated $541 and leaving 914 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #82.

Broadleaf Partners first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $271K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Broadleaf Partners held 914 shares of IBM worth $222K as of Q1 2026.
  • Broadleaf Partners sold 2 IBM shares in Q1 2026, an estimated $541.
  • IBM made up 0.05% of Broadleaf Partners's portfolio in Q1 2026, its #82 holding.
  • Broadleaf Partners first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Broadleaf Partners's IBM position peaked at $271K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.