Diligent Investors’s IBM IBM Stock Holding History

Diligent Investors’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	$2.11M	Sell	8,720 -5	-0.1%	-$1.35K	0.52%	45
2025 Q4	$2.58M	Sell	8,725 -197	-2%	-$59K	0.64%	29
2025 Q3	$2.52M	Sell	8,922 -154	-2%	-$40.3K	0.64%	29
2025 Q2	$2.68M	Sell	9,076 -60	-0.7%	-$15.5K	0.63%	30
2025 Q1	$2.27M	Buy	9,136 +304	+3%	+$74.4K	0.55%	33
2024 Q4	$1.94M	Sell	8,832 -131	-1%	-$29.2K	0.45%	49
2024 Q3	$1.98M	Sell	8,963 -91	-1%	-$17.8K	0.46%	45
2024 Q2	$1.57M	Buy	9,054 +40	+0.4%	+$6.95K	0.39%	68
2024 Q1	$1.72M	Sell	9,014 -51	-0.6%	-$9.3K	0.43%	56
2023 Q4	$1.48M	Buy	9,065 +22	+0.2%	+$3.32K	0.41%	66
2023 Q3	$1.27M	Buy	9,043 +159	+2%	+$22.6K	0.39%	69
2023 Q2	$1.19M	Buy	8,884 +174	+2%	+$22.5K	0.35%	69
2023 Q1	$1.14M	Buy	8,710 +245	+3%	+$32.8K	0.35%	71
2022 Q4	$1.19M	Sell	8,465 -56	-0.7%	-$7.72K	0.39%	62
2022 Q3	$1.01M	Buy	8,521 +2,902	+52%	+$381K	0.36%	70
2022 Q2	$793K	Sell	5,619 -525	-9%	-$70.9K	0.27%	92
2022 Q1	$799K	Sell	6,144 -66	-1%	-$8.61K	0.23%	103
2021 Q4	$830K	Buy	+6,210	New	+$779K	0.23%	97

Other funds holding IBM

BlackRock New York $5.7T 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 $1.47T 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