Delta Accumulation LLC’s IBM IBM Stock Holding History

Delta Accumulation LLC’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	–	Sell	-20,100	Closed	-$5.95M	–	111
2025 Q4	$5.95M	Buy	20,100 +4,800	+31%	+$1.44M	0.22%	75
2025 Q3	$3.38M	Hold	15,300	–	–	0.21%	83
2025 Q2	$3.38M	Sell	15,300 -3,200	-17%	-$824K	0.25%	70
2025 Q1	$4.09M	Buy	18,500 +4,200	+29%	+$1.03M	0.24%	63
2024 Q4	$3.16M	Buy	14,300 +5,300	+59%	+$1.18M	0.17%	83
2024 Q3	$1.99M	Sell	9,000 -19,400	-68%	-$3.8M	0.15%	95
2024 Q2	$4.91M	Sell	28,400 -24,700	-47%	-$4.29M	0.36%	43
2024 Q1	$10.1M	Buy	53,100 +46,400	+693%	+$8.46M	0.72%	33
2023 Q4	$897K	Buy	+6,700	New	+$1.01M	0.14%	115
2023 Q3	–	Sell	-4,400	Closed	-$589K	–	174
2023 Q2	$589K	Sell	4,400 -7,100	-62%	-$916K	0.2%	116
2023 Q1	$1.51M	Buy	11,500 +7,100	+161%	+$950K	0.92%	36
2022 Q4	$620K	Buy	+4,400	New	+$607K	0.64%	55

Other funds holding IBM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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