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Brown Shipley & Co’s IBM IBM Stock Holding History

Brown Shipley & Co’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 		– Sell
-58
Closed -$17.2K – 79
2025
Q4 		$17.2K Hold
58
– – 0.01% 64
2025
Q3 		$16.4K Hold
58
– – 0.01% 60
2025
Q2 		$17.1K Buy
+58
New +$14.9K 0.01% 63
2024
Q3 		– Sell
-162
Closed -$28K – 72
2024
Q2 		$28K Hold
162
– – 0.01% 63
2024
Q1 		$30.8K Hold
162
– – 0.01% 85
2023
Q4 		$26.5K Hold
162
– – 0.01% 77
2023
Q3 		$22.7K Hold
162
– – 0.01% 80
2023
Q2 		$21.7K Hold
162
– – 0.01% 103
2023
Q1 		$20.9K Buy
+162
New +$21.7K 0.01% 101

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 Shipley & Co's IBM Position: Q1 2026 in Review

Brown Shipley & Co sold out of IBM (IBM) in Q1 2026, closing a stake of 58 shares — an estimated $17.2K sold.

Brown Shipley & Co first reported a position in IBM in Q1 2023 and held it in 9 quarters. The position peaked at $30.8K in Q1 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Brown Shipley & Co reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Brown Shipley & Co sold 58 IBM shares in Q1 2026, an estimated $17.2K.
  • Brown Shipley & Co first reported a position in IBM in Q1 2023 and held it in 9 quarters.
  • Brown Shipley & Co's IBM position peaked at $30.8K in Q1 2024.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brown Shipley & Co's 13F filing for Q1 2026, filed 6 May 2026.