BH
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Burk Holdings’s IBM IBM Stock Holding History

Burk Holdings’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 		$167K Sell
691
-21
-3% -$5.68K 0.07% 81
2025
Q4 		$211K Buy
+712
New +$213K 0.1% 76
2025
Q1 		– Sell
-950
Closed -$209K – 59
2024
Q4 		$209K Buy
+950
New +$212K 0.17% 54

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

Burk Holdings's IBM Position: Q1 2026 in Review

Burk Holdings reduced its IBM (IBM) stake by 2.9% in Q1 2026, selling an estimated $5.68K and leaving 691 shares worth $167K. The position accounts for 0.07% of the portfolio, ranked #81.

Burk Holdings first reported a position in IBM in Q4 2024 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Burk Holdings held 691 shares of IBM worth $167K as of Q1 2026.
  • Burk Holdings sold 21 IBM shares in Q1 2026, an estimated $5.68K.
  • IBM made up 0.07% of Burk Holdings's portfolio in Q1 2026, its #81 holding.
  • Burk Holdings first reported a position in IBM in Q4 2024 and has held it in 3 quarters since.
  • Burk Holdings's IBM position peaked at $211K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.