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C.M. Bidwell & Associates’s IBM IBM Stock Holding History

C.M. Bidwell & 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 		$283K Sell
1,167
-7
-0.6% -$1.89K 0.13% 96
2025
Q4 		$348K Sell
1,174
-47
-4% -$14.1K 0.16% 79
2025
Q3 		$345K Sell
1,221
-71
-5% -$18.6K 0.17% 83
2025
Q2 		$381K Sell
1,292
-57
-4% -$14.7K 0.2% 77
2025
Q1 		$335K Sell
1,349
-24
-2% -$5.87K 0.2% 85
2024
Q4 		$302K Sell
1,373
-25
-2% -$5.57K 0.18% 92
2024
Q3 		$309K Buy
+1,398
New +$274K 0.19% 89
2020
Q3 		– Sell
-36
Closed -$4K – 484
2020
Q2 		$4K Buy
+36
New +$4.18K ﹤0.01% 358
2016
Q1 		– Sell
-30,962
Closed -$4.07M – 286
2015
Q4 		$4.07M Hold
30,962
– – 0.97% 45
2015
Q3 		$4.29M Hold
30,962
– – 1.06% 29
2015
Q2 		$4.82M Buy
30,962
+27
+0.1% +$4.34K 1.08% 28
2015
Q1 		$4.75M Buy
30,935
+5,998
+24% +$910K 1.05% 35
2014
Q4 		$3.83M Hold
24,937
– – 0.87% 55
2014
Q3 		$4.53M Sell
24,937
-1,814
-7% -$330K 1.07% 27
2014
Q2 		$4.64M Buy
+26,751
New +$4.81M 1.06% 31

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

C.M. Bidwell & Associates's IBM Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its IBM (IBM) stake by 0.6% in Q1 2026, selling an estimated $1.89K and leaving 1,167 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #96.

C.M. Bidwell & Associates first reported a position in IBM in Q2 2014 and has held it in 15 quarters since. The position peaked at $4.82M in Q2 2015. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • C.M. Bidwell & Associates held 1,167 shares of IBM worth $283K as of Q1 2026.
  • C.M. Bidwell & Associates sold 7 IBM shares in Q1 2026, an estimated $1.89K.
  • IBM made up 0.13% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #96 holding.
  • C.M. Bidwell & Associates first reported a position in IBM in Q2 2014 and has held it in 15 quarters since.
  • C.M. Bidwell & Associates's IBM position peaked at $4.82M in Q2 2015.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.