Burford Brothers’s IBM IBM Stock Holding History

Burford Brothers’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	$1.39M	Buy	5,746 +82	+1%	+$22.2K	0.57%	39
2025 Q4	$1.68M	Buy	5,664 +590	+12%	+$177K	0.69%	32
2025 Q3	$1.43M	Buy	5,074 +83	+2%	+$21.7K	0.61%	34
2025 Q2	$1.47M	Buy	4,991 +95	+2%	+$24.5K	0.68%	33
2025 Q1	$1.22M	Buy	4,896 +211	+5%	+$51.6K	0.59%	40
2024 Q4	$1.03M	Buy	4,685 +73	+2%	+$16.3K	0.51%	40
2024 Q3	$1.02M	Buy	4,612 +437	+10%	+$85.7K	0.53%	44
2024 Q2	$722K	Buy	4,175 +612	+17%	+$106K	0.42%	61
2024 Q1	$680K	Buy	3,563 +188	+6%	+$34.3K	0.45%	57
2023 Q4	$552K	Buy	+3,375	New	+$510K	0.39%	67

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burford Brothers's IBM Position: Q1 2026 in Review

Burford Brothers increased its IBM (IBM) stake by 1.4% in Q1 2026, buying an estimated $22.2K and bringing the position to 5,746 shares worth $1.39M. The position accounts for 0.57% of the portfolio, ranked #39.

Burford Brothers first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Burford Brothers held 5,746 shares of IBM worth $1.39M as of Q1 2026.
Burford Brothers bought 82 IBM shares in Q1 2026, an estimated $22.2K.
IBM made up 0.57% of Burford Brothers's portfolio in Q1 2026, its #39 holding.
Burford Brothers first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Burford Brothers's IBM position peaked at $1.68M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.