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Coston McIsaac & Partners’s IBM IBM Stock Holding History

Coston McIsaac & 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 		$434K Sell
1,790
-257
-13% -$69.5K 0.1% 86
2025
Q4 		$606K Sell
2,047
-56
-3% -$16.8K 0.14% 80
2025
Q3 		$593K Buy
2,103
+10
+0.5% +$2.62K 0.14% 82
2025
Q2 		$617K Sell
2,093
-372
-15% -$95.8K 0.16% 80
2025
Q1 		$613K Sell
2,465
-294
-11% -$71.9K 0.18% 70
2024
Q4 		$606K Sell
2,759
-82
-3% -$18.3K 0.18% 72
2024
Q3 		$628 Buy
2,841
+1,626
+134% +$319K 0.18% 69
2024
Q2 		$210K Sell
1,215
-14
-1% -$2.43K 0.07% 117
2024
Q1 		$234K Sell
1,229
-10
-0.8% -$1.82K 0.08% 103
2023
Q4 		$202K Buy
1,239
+7
+0.6% +$1.06K 0.07% 113
2023
Q3 		$172K Buy
1,232
+7
+0.6% +$996 0.07% 119
2023
Q2 		$163K Buy
1,225
+8
+0.7% +$1.03K 0.06% 135
2023
Q1 		$159K Buy
1,217
+8
+0.7% +$1.07K 0.06% 134
2022
Q4 		$170 Buy
1,209
+8
+0.7% +$1.1K 0.07% 127
2022
Q3 		$142K Buy
1,201
+8
+0.7% +$1.05K 0.06% 123
2022
Q2 		$168K Buy
+1,193
New +$161K 0.1% 73

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

Coston McIsaac & Partners's IBM Position: Q1 2026 in Review

Coston McIsaac & Partners reduced its IBM (IBM) stake by 13% in Q1 2026, selling an estimated $69.5K and leaving 1,790 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #86.

Coston McIsaac & Partners first reported a position in IBM in Q2 2022 and has held it in 16 quarters since. The position peaked at $617K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Coston McIsaac & Partners held 1,790 shares of IBM worth $434K as of Q1 2026.
  • Coston McIsaac & Partners sold 257 IBM shares in Q1 2026, an estimated $69.5K.
  • IBM made up 0.1% of Coston McIsaac & Partners's portfolio in Q1 2026, its #86 holding.
  • Coston McIsaac & Partners first reported a position in IBM in Q2 2022 and has held it in 16 quarters since.
  • Coston McIsaac & Partners's IBM position peaked at $617K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.