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Callan Family Office’s IBM IBM Stock Holding History

Callan Family Office’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 		$4.88M Sell
20,145
-1,264
-6% -$342K 0.11% 195
2025
Q4 		$6.34M Buy
21,409
+6,254
+41% +$1.87M 0.14% 157
2025
Q3 		$4.28M Sell
15,155
-1,763
-10% -$461K 0.14% 160
2025
Q2 		$4.99M Buy
16,918
+13,935
+467% +$3.59M 0.16% 150
2025
Q1 		$742K Sell
2,983
-5,839
-66% -$1.43M 0.06% 251
2024
Q4 		$1.94M Buy
8,822
+7,589
+615% +$1.69M 0.12% 158
2024
Q3 		$273K Sell
1,233
-58
-4% -$11.4K 0.05% 150
2024
Q2 		$223K Buy
+1,291
New +$224K 0.04% 140

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

Callan Family Office's IBM Position: Q1 2026 in Review

Callan Family Office reduced its IBM (IBM) stake by 5.9% in Q1 2026, selling an estimated $342K and leaving 20,145 shares worth $4.88M. The position accounts for 0.11% of the portfolio, ranked #195.

Callan Family Office first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.34M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Callan Family Office held 20,145 shares of IBM worth $4.88M as of Q1 2026.
  • Callan Family Office sold 1,264 IBM shares in Q1 2026, an estimated $342K.
  • IBM made up 0.11% of Callan Family Office's portfolio in Q1 2026, its #195 holding.
  • Callan Family Office first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • Callan Family Office's IBM position peaked at $6.34M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.