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Brown, Lisle/Cummings’s IBM IBM Stock Holding History

Brown, Lisle/Cummings’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 		$703K Buy
2,899
+150
+5% +$40.6K 0.18% 122
2025
Q4 		$814K Sell
2,749
-50
-2% -$15K 0.2% 116
2025
Q3 		$790K Sell
2,799
-129
-4% -$33.8K 0.2% 111
2025
Q2 		$863K Sell
2,928
-86
-3% -$22.2K 0.23% 101
2025
Q1 		$749K Buy
3,014
+25
+0.8% +$6.12K 0.22% 107
2024
Q4 		$657K Buy
2,989
+143
+5% +$31.8K 0.2% 113
2024
Q3 		$629K Sell
2,846
-32
-1% -$6.27K 0.19% 114
2024
Q2 		$498K Buy
2,878
+82
+3% +$14.2K 0.16% 133
2024
Q1 		$534K Buy
2,796
+95
+4% +$17.3K 0.18% 123
2023
Q4 		$442K Buy
2,701
+75
+3% +$11.3K 0.16% 131
2023
Q3 		$368K Sell
2,626
-124
-5% -$17.6K 0.17% 126
2023
Q2 		$368K Hold
2,750
– – 0.16% 131
2023
Q1 		$360K Hold
2,750
– – 0.18% 124
2022
Q4 		$387K Sell
2,750
-5
-0.2% -$690 0.21% 115
2022
Q3 		$327K Hold
2,755
– – 0.19% 111
2022
Q2 		$389K Buy
2,755
+230
+9% +$31K 0.22% 107
2022
Q1 		$328K Buy
2,525
+66
+3% +$8.61K 0.16% 128
2021
Q4 		$329K Buy
+2,459
New +$308K 0.16% 124

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

Brown, Lisle/Cummings's IBM Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its IBM (IBM) stake by 5.5% in Q1 2026, buying an estimated $40.6K and bringing the position to 2,899 shares worth $703K. The position accounts for 0.18% of the portfolio, ranked #122.

Brown, Lisle/Cummings first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $863K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Brown, Lisle/Cummings held 2,899 shares of IBM worth $703K as of Q1 2026.
  • Brown, Lisle/Cummings bought 150 IBM shares in Q1 2026, an estimated $40.6K.
  • IBM made up 0.18% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #122 holding.
  • Brown, Lisle/Cummings first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's IBM position peaked at $863K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.