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Convergence Investment Partners’s IBM IBM Stock Holding History

Convergence Investment Partners’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 		$6.53M Sell
26,946
-4,991
-16% -$1.35M 1.07% 18
2025
Q4 		$9.46M Buy
31,937
+2,227
+7% +$667K 1.88% 6
2025
Q3 		$8.38M Buy
29,710
+1,424
+5% +$373K 1.88% 6
2025
Q2 		$8.34M Buy
28,286
+388
+1% +$100K 2.11% 4
2025
Q1 		$6.94M Buy
27,898
+6,347
+29% +$1.55M 1.92% 3
2024
Q4 		$4.74M Sell
21,551
-11,273
-34% -$2.51M 1.06% 18
2024
Q3 		$7.26M Sell
32,824
-637
-2% -$125K 1.96% 6
2024
Q2 		$5.79M Buy
33,461
+5,693
+21% +$989K 1.69% 8
2024
Q1 		$5.3M Buy
27,768
+6,429
+30% +$1.17M 2.03% 4
2023
Q4 		$3.49M Sell
21,339
-1,118
-5% -$169K 1.82% 9
2023
Q3 		$3.15M Sell
22,457
-725
-3% -$103K 1.86% 10
2023
Q2 		$3.1M Sell
23,182
-796
-3% -$103K 1.78% 9
2023
Q1 		$3.14M Buy
23,978
+606
+3% +$81.1K 1.85% 9
2022
Q4 		$3.29M Buy
23,372
+123
+0.5% +$17K 1.95% 8
2022
Q3 		$2.76M Buy
23,249
+2,243
+11% +$294K 1.8% 7
2022
Q2 		$2.97M Buy
21,006
+145
+0.7% +$19.6K 1.79% 7
2022
Q1 		$2.71M Buy
20,861
+344
+2% +$44.9K 1.4% 16
2021
Q4 		$2.74M Buy
20,517
+2,965
+17% +$372K 1.4% 12
2021
Q3 		$2.33M Sell
17,552
-8,574
-33% -$1.15M 1.25% 16
2021
Q2 		$3.66M Buy
26,126
+2,981
+13% +$408K 1.57% 5
2021
Q1 		$2.95M Sell
23,145
-987
-4% -$118K 1.35% 13
2020
Q4 		$2.9M Sell
24,132
-2,188
-8% -$253K 1.46% 15
2020
Q3 		$3.06M Sell
26,320
-1,759
-6% -$207K 1.07% 18
2020
Q2 		$3.24M Sell
28,079
-8,287
-23% -$962K 1.11% 21
2020
Q1 		$3.86M Buy
36,366
+685
+2% +$86.6K 1.69% 10
2019
Q4 		$4.57M Buy
35,681
+284
+0.8% +$36.9K 1.3% 14
2019
Q3 		$4.92M Sell
35,397
-4,766
-12% -$643K 1.37% 7
2019
Q2 		$5.29M Buy
40,163
+1,182
+3% +$155K 1.28% 7
2019
Q1 		$5.26M Sell
38,981
-2,632
-6% -$336K 1.15% 13
2018
Q4 		$4.52M Buy
41,613
+17,889
+75% +$2.15M 1.04% 15
2018
Q3 		$3.43M Sell
23,724
-30,986
-57% -$4.33M 0.7% 37
2018
Q2 		$7.31M Buy
54,710
+11,720
+27% +$1.63M 1.02% 13
2018
Q1 		$6.31M Buy
42,990
+26,376
+159% +$3.99M 0.82% 18
2017
Q4 		$2.44M Sell
16,614
-147
-0.9% -$21.4K 0.33% 111
2017
Q3 		$2.33M Sell
16,761
-153
-0.9% -$21.3K 0.33% 113
2017
Q2 		$2.49M Buy
16,914
+527
+3% +$79.5K 0.36% 100
2017
Q1 		$2.73M Sell
16,387
-865
-5% -$145K 0.38% 94
2016
Q4 		$2.74M Sell
17,252
-12,323
-42% -$1.88M 0.38% 96
2016
Q3 		$4.49M Sell
29,575
-5,436
-16% -$825K 0.66% 29
2016
Q2 		$5.08M Buy
35,011
+23,682
+209% +$3.39M 0.7% 26
2016
Q1 		$1.64M Sell
11,329
-56,880
-83% -$7.27M 0.2% 181
2015
Q4 		$8.97M Buy
68,209
+56,744
+495% +$7.62M 1.01% 12
2015
Q3 		$1.59M Sell
11,465
-60,576
-84% -$8.95M 0.18% 180
2015
Q2 		$11.2M Buy
72,041
+61,203
+565% +$9.84M 1.1% 10
2015
Q1 		$1.66M Sell
10,838
-11,963
-52% -$1.81M 0.23% 170
2014
Q4 		$3.5M Buy
22,801
+20,186
+772% +$3.21M 0.47% 57
2014
Q3 		$475K Buy
2,615
+181
+7% +$33K 0.07% 305
2014
Q2 		$422K Buy
2,434
+176
+8% +$31.7K 0.06% 306
2014
Q1 		$416K Sell
2,258
-84
-4% -$14.8K 0.06% 282
2013
Q4 		$420K Sell
2,342
-41
-2% -$7.07K 0.07% 278
2013
Q3 		$422K Sell
2,383
-27,976
-92% -$5.08M 0.09% 211
2013
Q2 		$5.55M Buy
+30,359
New +$5.91M 1.44% 7

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

Convergence Investment Partners's IBM Position: Q1 2026 in Review

Convergence Investment Partners reduced its IBM (IBM) stake by 16% in Q1 2026, selling an estimated $1.35M and leaving 26,946 shares worth $6.53M. The position accounts for 1.07% of the portfolio, ranked #18.

Convergence Investment Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q2 2015. 3,461 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Convergence Investment Partners held 26,946 shares of IBM worth $6.53M as of Q1 2026.
  • Convergence Investment Partners sold 4,991 IBM shares in Q1 2026, an estimated $1.35M.
  • IBM made up 1.07% of Convergence Investment Partners's portfolio in Q1 2026, its #18 holding.
  • Convergence Investment Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Convergence Investment Partners's IBM position peaked at $11.2M in Q2 2015.
  • 3,461 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.