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Disciplined Investments’s IBM IBM Stock Holding History

Disciplined Investments’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 		$646K Buy
2,667
+1,059
+66% +$287K 0.23% 69
2025
Q4 		$476K Buy
1,608
+551
+52% +$165K 0.18% 84
2025
Q3 		$298K Buy
+1,057
New +$277K 0.12% 104
2023
Q3 		– Sell
-1,551
Closed -$208K – 765
2023
Q2 		$208K Buy
1,551
+1
+0.1% +$129 0.11% 107
2023
Q1 		$203K Buy
1,550
+1,492
+2,572% +$200K 0.09% 127
2022
Q4 		$8.17K Sell
58
-1,870
-97% -$258K ﹤0.01% 337
2022
Q3 		$229K Sell
1,928
-9
-0.5% -$1.18K 0.11% 119
2022
Q2 		$273K Sell
1,937
-248
-11% -$33.5K 0.12% 114
2022
Q1 		$284K Buy
2,185
+12
+0.6% +$1.56K 0.12% 110
2021
Q4 		$290K Buy
2,173
+214
+11% +$26.8K 0.13% 104
2021
Q3 		$260K Hold
1,959
– – 0.13% 107
2021
Q2 		$275K Hold
1,959
– – 0.14% 102
2021
Q1 		$250K Buy
1,959
+1,876
+2,260% +$225K 0.15% 99
2020
Q4 		$10K Hold
83
– – 0.01% 227
2020
Q3 		$10K Sell
83
-1,581
-95% -$186K 0.01% 259
2020
Q2 		$192K Hold
1,664
– – 0.15% 94
2020
Q1 		$176K Buy
1,664
+82
+5% +$10.4K 0.17% 89
2019
Q4 		$203K Buy
+1,582
New +$206K 0.17% 84

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

Disciplined Investments's IBM Position: Q1 2026 in Review

Disciplined Investments increased its IBM (IBM) stake by 66% in Q1 2026, buying an estimated $287K and bringing the position to 2,667 shares worth $646K. The position accounts for 0.23% of the portfolio, ranked #69.

Disciplined Investments first reported a position in IBM in Q4 2019 and has held it in 18 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Disciplined Investments held 2,667 shares of IBM worth $646K as of Q1 2026.
  • Disciplined Investments bought 1,059 IBM shares in Q1 2026, an estimated $287K.
  • IBM made up 0.23% of Disciplined Investments's portfolio in Q1 2026, its #69 holding.
  • Disciplined Investments first reported a position in IBM in Q4 2019 and has held it in 18 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.