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Delta Investment Management’s IBM IBM Stock Holding History

Delta Investment 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 		$1.33M Sell
5,469
-15
-0.3% -$4.06K 0.24% 76
2025
Q4 		$1.62M Buy
5,484
+234
+4% +$70.1K 0.28% 71
2025
Q3 		$1.48M Sell
5,250
-69
-1% -$18.1K 0.27% 65
2025
Q2 		$1.57M Buy
5,319
+45
+0.9% +$11.6K 0.3% 64
2025
Q1 		$1.31M Buy
5,274
+2
+0% +$489 0.26% 60
2024
Q4 		$1.16M Sell
5,272
-14
-0.3% -$3.12K 0.23% 70
2024
Q3 		$1.17M Sell
5,286
-236
-4% -$46.3K 0.24% 68
2024
Q2 		$955K Buy
5,522
+176
+3% +$30.6K 0.21% 70
2024
Q1 		$1.02M Buy
5,346
+156
+3% +$28.5K 0.23% 69
2023
Q4 		$849K Buy
5,190
+168
+3% +$25.4K 0.21% 67
2023
Q3 		$705K Buy
5,022
+254
+5% +$36.1K 0.2% 70
2023
Q2 		$638K Hold
4,768
– – 0.17% 75
2023
Q1 		$625K Sell
4,768
-244
-5% -$32.6K 0.18% 76
2022
Q4 		$706K Buy
5,012
+17
+0.3% +$2.35K 0.23% 68
2022
Q3 		$593K Buy
4,995
+4
+0.1% +$525 0.26% 71
2022
Q2 		$705K Hold
4,991
– – 0.32% 60
2022
Q1 		$649K Hold
4,991
– – 0.19% 67
2021
Q4 		$667K Sell
4,991
-230
-4% -$28.8K 0.19% 86
2021
Q3 		$693K Hold
5,221
– – 0.22% 82
2021
Q2 		$732K Hold
5,221
– – 0.22% 81
2021
Q1 		$665K Buy
5,221
+9
+0.2% +$1.08K 0.21% 81
2020
Q4 		$627K Hold
5,212
– – 0.2% 89
2020
Q3 		$606K Buy
5,212
+243
+5% +$28.6K 0.33% 51
2020
Q2 		$573K Hold
4,969
– – 0.24% 73
2020
Q1 		$526K Hold
4,969
– – 0.4% 37
2019
Q4 		$636K Buy
+4,969
New +$646K 0.23% 67

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

Delta Investment Management's IBM Position: Q1 2026 in Review

Delta Investment Management reduced its IBM (IBM) stake by 0.27% in Q1 2026, selling an estimated $4.06K and leaving 5,469 shares worth $1.33M. The position accounts for 0.24% of the portfolio, ranked #76.

Delta Investment Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.62M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Delta Investment Management held 5,469 shares of IBM worth $1.33M as of Q1 2026.
  • Delta Investment Management sold 15 IBM shares in Q1 2026, an estimated $4.06K.
  • IBM made up 0.24% of Delta Investment Management's portfolio in Q1 2026, its #76 holding.
  • Delta Investment Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Delta Investment Management's IBM position peaked at $1.62M in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.