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Conning Inc’s IBM IBM Stock Holding History

Conning Inc’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 		$34.9M Buy
144,138
+37,286
+35% +$10.1M 1.16% 36
2025
Q4 		$31.7M Sell
106,852
-17,969
-14% -$5.38M 1.06% 55
2025
Q3 		$35.2M Buy
124,821
+119,648
+2,313% +$31.3M 1.17% 17
2025
Q2 		$1.52M Sell
5,173
-170
-3% -$43.8K 0.05% 164
2025
Q1 		$1.33M Buy
5,343
+300
+6% +$73.4K 0.05% 165
2024
Q4 		$1.11M Buy
5,043
+330
+7% +$73.5K 0.04% 172
2024
Q3 		$1.04M Sell
4,713
-79
-2% -$15.5K 0.03% 172
2024
Q2 		$829K Buy
4,792
+279
+6% +$48.5K 0.03% 185
2024
Q1 		$862K Buy
4,513
+877
+24% +$160K 0.03% 188
2023
Q4 		$595K Hold
3,636
– – 0.02% 204
2023
Q3 		$510K Buy
3,636
+100
+3% +$14.2K 0.02% 209
2023
Q2 		$473K Sell
3,536
-1,805
-34% -$233K 0.02% 225
2023
Q1 		$700K Sell
5,341
-203
-4% -$27.2K 0.02% 202
2022
Q4 		$781K Sell
5,544
-32
-0.6% -$4.41K 0.03% 206
2022
Q3 		$662K Sell
5,576
-1,029
-16% -$135K 0.02% 202
2022
Q2 		$933K Sell
6,605
-48
-0.7% -$6.48K 0.03% 193
2022
Q1 		$865K Buy
6,653
+55
+0.8% +$7.17K 0.02% 205
2021
Q4 		$882K Sell
6,598
-998
-13% -$125K 0.02% 195
2021
Q3 		$1.01M Sell
7,596
-4,100
-35% -$548K 0.03% 192
2021
Q2 		$1.64M Buy
11,696
+38
+0.3% +$5.2K 0.05% 159
2021
Q1 		$1.49M Sell
11,658
-1,098
-9% -$131K 0.04% 165
2020
Q4 		$1.53M Sell
12,756
-660
-5% -$76.3K 0.05% 158
2020
Q3 		$1.56M Buy
13,416
+199
+2% +$23.4K 0.06% 156
2020
Q2 		$1.53M Sell
13,217
-507
-4% -$58.9K 0.06% 156
2020
Q1 		$1.46M Sell
13,724
-352,767
-96% -$44.6M 0.06% 150
2019
Q4 		$47M Buy
366,491
+34,910
+11% +$4.54M 1.54% 25
2019
Q3 		$46.1M Buy
331,581
+41,067
+14% +$5.54M 1.6% 11
2019
Q2 		$38.3M Buy
290,514
+266,908
+1,131% +$35.1M 1.27% 40
2019
Q1 		$3.18M Sell
23,606
-48,132
-67% -$6.14M 0.1% 136
2018
Q4 		$7.8M Sell
71,738
-2,238
-3% -$269K 0.27% 73
2018
Q3 		$10.7M Sell
73,976
-16,036
-18% -$2.24M 0.32% 67
2018
Q2 		$12M Sell
90,012
-211,589
-70% -$29.5M 0.37% 65
2018
Q1 		$44.2M Buy
301,601
+16,475
+6% +$2.49M 1.42% 13
2017
Q4 		$41.8M Buy
285,126
+6,529
+2% +$949K 1.38% 12
2017
Q3 		$38.6M Buy
278,597
+34,747
+14% +$4.84M 1.32% 19
2017
Q2 		$35.9M Buy
243,850
+36,223
+17% +$5.46M 1.3% 18
2017
Q1 		$34.6M Sell
207,627
-3,094
-1% -$519K 1.28% 20
2016
Q4 		$33.4M Buy
210,721
+659
+0.3% +$100K 1.33% 14
2016
Q3 		$31.9M Sell
210,062
-10,530
-5% -$1.6M 1.27% 19
2016
Q2 		$32M Sell
220,592
-18,325
-8% -$2.62M 1.32% 16
2016
Q1 		$34.6M Buy
238,917
+7,184
+3% +$918K 1.45% 10
2015
Q4 		$30.5M Buy
231,733
+15,140
+7% +$2.03M 1.3% 20
2015
Q3 		$30M Buy
216,593
+20,554
+10% +$3.04M 1.32% 18
2015
Q2 		$30.5M Buy
196,039
+4,421
+2% +$711K 1.25% 18
2015
Q1 		$29.4M Buy
191,618
+33,347
+21% +$5.06M 1.25% 22
2014
Q4 		$24.3M Buy
158,271
+21,803
+16% +$3.47M 1.19% 22
2014
Q3 		$24.8M Sell
136,468
-23
-0% -$4.19K 1.3% 15
2014
Q2 		$23.7M Buy
136,491
+5,405
+4% +$973K 1.26% 17
2014
Q1 		$24.1M Buy
131,086
+2,376
+2% +$418K 1.42% 13
2013
Q4 		$23.1M Buy
128,710
+89,620
+229% +$15.5M 1.43% 11
2013
Q3 		$6.92M Buy
39,090
+1,715
+5% +$312K 0.53% 60
2013
Q2 		$6.83M Buy
+37,375
New +$7.28M 0.56% 59

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

Conning Inc's IBM Position: Q1 2026 in Review

Conning Inc increased its IBM (IBM) stake by 35% in Q1 2026, buying an estimated $10.1M and bringing the position to 144,138 shares worth $34.9M. The position accounts for 1.16% of the portfolio, ranked #36.

Conning Inc first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $47M in Q4 2019. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Conning Inc held 144,138 shares of IBM worth $34.9M as of Q1 2026.
  • Conning Inc bought 37,286 IBM shares in Q1 2026, an estimated $10.1M.
  • IBM made up 1.16% of Conning Inc's portfolio in Q1 2026, its #36 holding.
  • Conning Inc first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Conning Inc's IBM position peaked at $47M in Q4 2019.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.