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Coastal Bridge Advisors’s IBM IBM Stock Holding History

Coastal Bridge 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 		$3.31M Buy
13,673
+44
+0.3% +$11.9K 0.23% 100
2025
Q4 		$4.04M Buy
13,629
+1,283
+10% +$384K 0.3% 82
2025
Q3 		$3.48M Sell
12,346
-170
-1% -$44.5K 0.26% 98
2025
Q2 		$3.69M Buy
+12,516
New +$3.22M 0.3% 90
2025
Q1 		– Sell
-5,665
Closed -$1.25M – 316
2024
Q4 		$1.25M Sell
5,665
-85
-1% -$18.9K 0.31% 57
2024
Q3 		$1.27M Buy
5,750
+18
+0.3% +$3.53K 0.32% 56
2024
Q2 		$991K Buy
5,732
+20
+0.4% +$3.48K 0.25% 62
2024
Q1 		$1.09M Buy
5,712
+117
+2% +$21.3K 0.25% 65
2023
Q4 		$915K Buy
5,595
+21
+0.4% +$3.17K 0.23% 67
2023
Q3 		$782K Buy
5,574
+23
+0.4% +$3.27K 0.21% 75
2023
Q2 		$743K Buy
5,551
+99
+2% +$12.8K 0.18% 71
2023
Q1 		$715K Buy
5,452
+25
+0.5% +$3.35K 0.18% 70
2022
Q4 		$765K Buy
5,427
+72
+1% +$9.93K 0.22% 65
2022
Q3 		$636K Buy
5,355
+25
+0.5% +$3.28K 0.17% 75
2022
Q2 		$753K Buy
5,330
+22
+0.4% +$2.97K 0.23% 66
2022
Q1 		$690K Buy
5,308
+24
+0.5% +$3.13K 0.16% 74
2021
Q4 		$706K Sell
5,284
-217
-4% -$27.2K 0.15% 81
2021
Q3 		$731K Buy
5,501
+23
+0.4% +$3.08K 0.17% 64
2021
Q2 		$768K Buy
5,478
+1,206
+28% +$165K 0.16% 63
2021
Q1 		$544K Buy
4,272
+265
+7% +$31.7K 0.1% 80
2020
Q4 		$482K Sell
4,007
-2,476
-38% -$286K 0.1% 76
2020
Q3 		$754K Buy
6,483
+169
+3% +$19.9K 0.23% 53
2020
Q2 		$729K Buy
6,314
+34
+0.5% +$3.95K 0.23% 56
2020
Q1 		$666K Buy
6,280
+23
+0.4% +$2.91K 0.24% 58
2019
Q4 		$802K Buy
6,257
+36
+0.6% +$4.68K 0.21% 53
2019
Q3 		$865K Buy
6,221
+20
+0.3% +$2.7K 0.3% 51
2019
Q2 		$817K Buy
6,201
+126
+2% +$16.6K 0.24% 51
2019
Q1 		$819K Buy
6,075
+20
+0.3% +$2.55K 0.29% 50
2018
Q4 		$658K Buy
6,055
+22
+0.4% +$2.64K 0.26% 53
2018
Q3 		$872K Buy
6,033
+16
+0.3% +$2.24K 0.33% 43
2018
Q2 		$803K Buy
6,017
+18
+0.3% +$2.51K 0.32% 47
2018
Q1 		$880K Buy
5,999
+16
+0.3% +$2.42K 0.32% 44
2017
Q4 		$882K Sell
5,983
-584
-9% -$84.9K 0.28% 45
2017
Q3 		$911K Buy
6,567
+17
+0.3% +$2.37K 0.3% 39
2017
Q2 		$963K Buy
6,550
+15
+0.2% +$2.26K 0.32% 35
2017
Q1 		$1.09M Buy
6,535
+12
+0.2% +$2.01K 0.37% 28
2016
Q4 		$1.03M Buy
6,523
+432
+7% +$65.8K 0.4% 26
2016
Q3 		$925K Buy
6,091
+13
+0.2% +$1.97K 0.45% 19
2016
Q2 		$882K Buy
6,078
+14
+0.2% +$2K 0.46% 21
2016
Q1 		$878K Sell
6,064
-518
-8% -$66.2K 0.61% 18
2015
Q4 		$866K Buy
+6,582
New +$884K 0.48% 22

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

Coastal Bridge Advisors's IBM Position: Q1 2026 in Review

Coastal Bridge Advisors increased its IBM (IBM) stake by 0.32% in Q1 2026, buying an estimated $11.9K and bringing the position to 13,673 shares worth $3.31M. The position accounts for 0.23% of the portfolio, ranked #100.

Coastal Bridge Advisors first reported a position in IBM in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.04M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Coastal Bridge Advisors held 13,673 shares of IBM worth $3.31M as of Q1 2026.
  • Coastal Bridge Advisors bought 44 IBM shares in Q1 2026, an estimated $11.9K.
  • IBM made up 0.23% of Coastal Bridge Advisors's portfolio in Q1 2026, its #100 holding.
  • Coastal Bridge Advisors first reported a position in IBM in Q4 2015 and has held it in 41 quarters since.
  • Coastal Bridge Advisors's IBM position peaked at $4.04M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.