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Consolidated Capital Management’s IBM IBM Stock Holding History

Consolidated Capital 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 		$339K Hold
1,400
– – 0.11% 53
2025
Q4 		$415K Buy
1,400
+500
+56% +$150K 0.13% 52
2025
Q3 		$254K Hold
900
– – 0.09% 44
2025
Q2 		$265K Sell
900
-300
-25% -$77.3K 0.1% 42
2025
Q1 		$298K Buy
+1,200
New +$294K 0.12% 38
2017
Q4 		– Sell
-1,826
Closed -$253K – 54
2017
Q3 		$253K Buy
1,826
+316
+21% +$44K 0.32% 40
2017
Q2 		$222K Hold
1,510
– – 0.33% 34
2017
Q1 		$251K Buy
+1,510
New +$253K 0.39% 34

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

Consolidated Capital Management's IBM Position: Q1 2026 in Review

Consolidated Capital Management held its IBM (IBM) position steady in Q1 2026 at 1,400 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #53.

Consolidated Capital Management first reported a position in IBM in Q1 2017 and has held it in 8 quarters since. The position peaked at $415K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Consolidated Capital Management held 1,400 shares of IBM worth $339K as of Q1 2026.
  • Consolidated Capital Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.11% of Consolidated Capital Management's portfolio in Q1 2026, its #53 holding.
  • Consolidated Capital Management first reported a position in IBM in Q1 2017 and has held it in 8 quarters since.
  • Consolidated Capital Management's IBM position peaked at $415K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.