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Brooks Moore & Associates’s IBM IBM Stock Holding History

Brooks Moore & Associates’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 		$2.72M Buy
11,227
+25
+0.2% +$6.76K 1.36% 25
2025
Q4 		$3.32M Sell
11,202
-50
-0.4% -$15K 1.63% 21
2025
Q3 		$3.17M Buy
11,252
+145
+1% +$38K 1.61% 22
2025
Q2 		$2.81M Sell
11,107
-75
-0.7% -$19.3K 1.52% 22
2025
Q1 		$2.78M Buy
11,182
+102
+0.9% +$24.9K 1.57% 22
2024
Q4 		$2.44M Sell
11,080
-2,120
-16% -$472K 1.44% 29
2024
Q3 		$2.92M Hold
13,200
– – 1.72% 23
2024
Q2 		$2.28M Hold
13,200
– – 1.47% 26
2024
Q1 		$2.52M Sell
13,200
-312
-2% -$56.9K 1.62% 22
2023
Q4 		$2.21M Sell
13,512
-4,012
-23% -$606K 1.52% 27
2023
Q3 		$2.46M Buy
17,524
+20
+0.1% +$2.85K 1.86% 22
2023
Q2 		$2.34M Buy
17,504
+1,039
+6% +$134K 1.65% 25
2023
Q1 		$2.16M Buy
16,465
+1,214
+8% +$162K 1.55% 26
2022
Q4 		$2.15M Sell
15,251
-35
-0.2% -$4.83K 1.57% 26
2022
Q3 		$1.82M Buy
15,286
+4,531
+42% +$595K 1.47% 30
2022
Q2 		$1.52M Buy
10,755
+4,535
+73% +$612K 1.09% 36
2022
Q1 		$809K Buy
6,220
+1,710
+38% +$223K 0.5% 54
2021
Q4 		$603K Sell
4,510
-2,781
-38% -$349K 0.35% 65
2021
Q3 		$968K Buy
7,291
+811
+13% +$108K 0.63% 49
2021
Q2 		$908K Buy
6,480
+105
+2% +$14.4K 0.58% 48
2021
Q1 		$812K Buy
6,375
+418
+7% +$50K 0.55% 50
2020
Q4 		$717K Sell
5,957
-9,113
-60% -$1.05M 0.56% 49
2020
Q3 		$1.75M Buy
15,070
+5,858
+64% +$690K 1.51% 28
2020
Q2 		$1.06M Sell
9,212
-1,470
-14% -$171K 1% 39
2020
Q1 		$1.13M Sell
10,682
-784
-7% -$99.1K 1.2% 33
2019
Q4 		$1.47M Sell
11,466
-133
-1% -$17.3K 1.17% 32
2019
Q3 		$1.61M Sell
11,599
-628
-5% -$84.7K 1.36% 29
2019
Q2 		$1.61M Buy
12,227
+21
+0.2% +$2.76K 1.38% 24
2019
Q1 		$1.65M Sell
12,206
-355
-3% -$45.3K 1.5% 25
2018
Q4 		$1.36M Buy
+12,561
New +$1.51M 1.37% 28

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

Brooks Moore & Associates's IBM Position: Q1 2026 in Review

Brooks Moore & Associates increased its IBM (IBM) stake by 0.22% in Q1 2026, buying an estimated $6.76K and bringing the position to 11,227 shares worth $2.72M. The position accounts for 1.36% of the portfolio, ranked #25.

Brooks Moore & Associates first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.32M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Brooks Moore & Associates held 11,227 shares of IBM worth $2.72M as of Q1 2026.
  • Brooks Moore & Associates bought 25 IBM shares in Q1 2026, an estimated $6.76K.
  • IBM made up 1.36% of Brooks Moore & Associates's portfolio in Q1 2026, its #25 holding.
  • Brooks Moore & Associates first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's IBM position peaked at $3.32M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.