CastleKeep Investment Advisors’s IBM IBM Stock Holding History

CastleKeep Investment Advisors’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	$1.15M	Buy	4,760 +824	+21%	+$223K	0.63%	30
2025 Q4	$1.17M	Sell	3,936 -549	-12%	-$164K	0.53%	51
2025 Q3	$1.27M	Sell	4,485 -1,014	-18%	-$265K	0.59%	47
2025 Q2	$1.62M	Buy	5,499 +207	+4%	+$53.3K	0.79%	27
2025 Q1	$1.32M	Sell	5,292 -969	-15%	-$237K	0.68%	49
2024 Q4	$1.38M	Sell	6,261 -454	-7%	-$101K	0.96%	33
2024 Q3	$1.48M	Sell	6,715 -198	-3%	-$38.8K	1.01%	16
2024 Q2	$1.2M	Sell	6,913 -19	-0.3%	-$3.3K	0.92%	22
2024 Q1	$1.32M	Sell	6,932 -1,124	-14%	-$205K	0.95%	16
2023 Q4	$1.32M	Buy	+8,056	New	+$1.22M	0.94%	19

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

CastleKeep Investment Advisors's IBM Position: Q1 2026 in Review

CastleKeep Investment Advisors increased its IBM (IBM) stake by 21% in Q1 2026, buying an estimated $223K and bringing the position to 4,760 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #30.

CastleKeep Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

CastleKeep Investment Advisors held 4,760 shares of IBM worth $1.15M as of Q1 2026.
CastleKeep Investment Advisors bought 824 IBM shares in Q1 2026, an estimated $223K.
IBM made up 0.63% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #30 holding.
CastleKeep Investment Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
CastleKeep Investment Advisors's IBM position peaked at $1.62M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.