C
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Covestor’s IBM IBM Stock Holding History

Covestor’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 		$123K Sell
505
-52
-9% -$14.1K 0.09% 208
2025
Q4 		$165K Buy
557
+28
+5% +$8.39K 0.09% 293
2025
Q3 		$149K Sell
529
-187
-26% -$48.9K 0.08% 342
2025
Q2 		$211K Sell
716
-308
-30% -$79.4K 0.12% 157
2025
Q1 		$255K Sell
1,024
-128
-11% -$31.3K 0.17% 81
2024
Q4 		$254K Sell
1,152
-122
-10% -$27.2K 0.16% 93
2024
Q3 		$281K Sell
1,274
-10
-0.8% -$1.96K 0.18% 75
2024
Q2 		$223K Buy
1,284
+67
+6% +$11.6K 0.14% 132
2024
Q1 		$232K Buy
1,217
+248
+26% +$45.2K 0.15% 117
2023
Q4 		$159K Sell
969
-43
-4% -$6.5K 0.11% 235
2023
Q3 		$142K Sell
1,012
-49
-5% -$6.97K 0.11% 244
2023
Q2 		$142K Buy
1,061
+134
+14% +$17.3K 0.11% 259
2023
Q1 		$122K Sell
927
-123
-12% -$16.5K 0.11% 278
2022
Q4 		$148K Sell
1,050
-408
-28% -$56.3K 0.12% 220
2022
Q3 		$173K Buy
1,458
+696
+91% +$91.3K 0.15% 108
2022
Q2 		$108K Sell
762
-155
-17% -$20.9K 0.09% 373
2022
Q1 		$119K Sell
917
-85
-8% -$11.1K 0.08% 398
2021
Q4 		$134K Buy
+1,002
New +$126K 0.19% 70

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

Covestor's IBM Position: Q1 2026 in Review

Covestor reduced its IBM (IBM) stake by 9.3% in Q1 2026, selling an estimated $14.1K and leaving 505 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #208.

Covestor first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $281K in Q3 2024. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Covestor held 505 shares of IBM worth $123K as of Q1 2026.
  • Covestor sold 52 IBM shares in Q1 2026, an estimated $14.1K.
  • IBM made up 0.09% of Covestor's portfolio in Q1 2026, its #208 holding.
  • Covestor first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Covestor's IBM position peaked at $281K in Q3 2024.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.