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Detalus Advisors’s IBM IBM Stock Holding History

Detalus Advisors’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
2022
Q4 		– Sell
-2,500
Closed -$297K – 143
2022
Q3 		$297K Hold
2,500
– – 0.18% 95
2022
Q2 		$353K Hold
2,500
– – 0.21% 80
2022
Q1 		$325K Hold
2,500
– – 0.17% 83
2021
Q4 		$334K Sell
2,500
-115
-4% -$14.4K 0.16% 88
2021
Q3 		$347K Hold
2,615
– – 0.18% 82
2021
Q2 		$366K Buy
+2,615
New +$358K 0.19% 81

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

Detalus Advisors's IBM Position: Q1 2026 in Review

Detalus Advisors reduced its IBM (IBM) stake by 0.41% in Q1 2026, selling an estimated $1.62K and leaving 1,463 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #127.

Detalus Advisors first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.86M in Q1 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Detalus Advisors held 1,463 shares of IBM worth $355K as of Q1 2026.
  • Detalus Advisors sold 6 IBM shares in Q1 2026, an estimated $1.62K.
  • IBM made up 0.08% of Detalus Advisors's portfolio in Q1 2026, its #127 holding.
  • Detalus Advisors first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
  • Detalus Advisors's IBM position peaked at $1.86M in Q1 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.