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Catalyst Funds Management’s IBM IBM Stock Holding History

Catalyst Funds 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 		– Sell
-2,160
Closed -$640K – 649
2025
Q4 		$640K Sell
2,160
-140
-6% -$41.9K 0.15% 149
2025
Q3 		$649K Sell
2,300
-4,080
-64% -$1.07M 0.1% 196
2025
Q2 		$1.88M Buy
6,380
+2,600
+69% +$670K 0.52% 47
2025
Q1 		$940K Sell
3,780
-620
-14% -$152K 0.25% 117
2024
Q4 		$967K Buy
+4,400
New +$980K 0.24% 87
2024
Q3 		– Sell
-200
Closed -$34.6K – 1440
2024
Q2 		$34.6K Sell
200
-9,300
-98% -$1.62M 0.01% 520
2024
Q1 		$1.81M Buy
+9,500
New +$1.73M 0.51% 52

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

Catalyst Funds Management's IBM Position: Q1 2026 in Review

Catalyst Funds Management sold out of IBM (IBM) in Q1 2026, closing a stake of 2,160 shares — an estimated $640K sold.

Catalyst Funds Management first reported a position in IBM in Q1 2024 and held it in 7 quarters. The position peaked at $1.88M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Catalyst Funds Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 2,160 IBM shares in Q1 2026, an estimated $640K.
  • Catalyst Funds Management first reported a position in IBM in Q1 2024 and held it in 7 quarters.
  • Catalyst Funds Management's IBM position peaked at $1.88M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.