Del-Sette Capital Management’s IBM IBM Stock Holding History

Del-Sette 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	$2.73M	Buy	11,265 +520	+5%	+$141K	1.63%	20
2025 Q4	$3.18M	Buy	10,745 +365	+4%	+$109K	1.96%	20
2025 Q3	$2.93M	Sell	10,380 -633	-6%	-$166K	1.82%	25
2025 Q2	$3.25M	Sell	11,013 -63	-0.6%	-$16.2K	2.26%	20
2025 Q1	$2.75M	Buy	11,076 +1,048	+10%	+$256K	2.16%	16
2024 Q4	$2.2M	Sell	10,028 -310	-3%	-$69K	1.79%	17
2024 Q3	$2.29M	Buy	10,338 +240	+2%	+$47.1K	1.79%	20
2024 Q2	$1.75M	Sell	10,098 -13,689	-58%	-$2.38M	1.43%	24
2024 Q1	$4.54M	Buy	23,787 +12,317	+107%	+$2.25M	3.73%	4
2023 Q4	$1.88M	Buy	+11,470	New	+$1.73M	1.65%	15

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Del-Sette Capital Management's IBM Position: Q1 2026 in Review

Del-Sette Capital Management increased its IBM (IBM) stake by 4.8% in Q1 2026, buying an estimated $141K and bringing the position to 11,265 shares worth $2.73M. The position accounts for 1.63% of the portfolio, ranked #20.

Del-Sette Capital Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.54M in Q1 2024. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Del-Sette Capital Management held 11,265 shares of IBM worth $2.73M as of Q1 2026.
Del-Sette Capital Management bought 520 IBM shares in Q1 2026, an estimated $141K.
IBM made up 1.63% of Del-Sette Capital Management's portfolio in Q1 2026, its #20 holding.
Del-Sette Capital Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Del-Sette Capital Management's IBM position peaked at $4.54M in Q1 2024.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Del-Sette Capital Management's 13F filing for Q1 2026, filed 4 May 2026.