Campion Asset Management’s IBM IBM Stock Holding History

Campion Asset Management’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	$307K	Hold	1,268	–	–	0.21%	60
2025 Q4	$376K	Hold	1,268	–	–	0.26%	57
2025 Q3	$358K	Hold	1,268	–	–	0.25%	62
2025 Q2	$374K	Hold	1,268	–	–	0.28%	59
2025 Q1	$315K	Hold	1,268	–	–	0.24%	67
2024 Q4	$279K	Sell	1,268 -2	-0.2%	-$445	0.21%	75
2024 Q3	$281K	Sell	1,270 -205	-14%	-$40.2K	0.21%	77
2024 Q2	$255K	Hold	1,475	–	–	0.2%	82
2024 Q1	$282K	Hold	1,475	–	–	0.22%	78
2023 Q4	$241K	Buy	+1,475	New	+$223K	0.2%	86
2021 Q4	–	Sell	-3,107	Closed	-$413K	–	101
2021 Q3	$413K	Hold	3,107	–	–	0.37%	57
2021 Q2	$435K	Hold	3,107	–	–	0.36%	53
2021 Q1	$396K	Buy	+3,107	New	+$372K	0.3%	64

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

Campion Asset Management's IBM Position: Q1 2026 in Review

Campion Asset Management held its IBM (IBM) position steady in Q1 2026 at 1,268 shares worth $307K. The position accounts for 0.21% of the portfolio, ranked #60.

Campion Asset Management first reported a position in IBM in Q1 2021 and has held it in 13 quarters since. The position peaked at $435K in Q2 2021. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Campion Asset Management held 1,268 shares of IBM worth $307K as of Q1 2026.
Campion Asset Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.21% of Campion Asset Management's portfolio in Q1 2026, its #60 holding.
Campion Asset Management first reported a position in IBM in Q1 2021 and has held it in 13 quarters since.
Campion Asset Management's IBM position peaked at $435K in Q2 2021.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.