Disciplined Investors’s IBM IBM Stock Holding History

Disciplined 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	–	Sell	-752	Closed	-$223K	–	143
2025 Q4	$223K	Buy	752 +30	+4%	+$8.98K	0.15%	116
2025 Q3	$204K	Buy	+722	New	+$189K	0.15%	116

Other funds holding IBM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Disciplined Investors's IBM Position: Q1 2026 in Review

Disciplined Investors sold out of IBM (IBM) in Q1 2026, closing a stake of 752 shares — an estimated $223K sold.

Disciplined Investors first reported a position in IBM in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Disciplined Investors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Disciplined Investors sold 752 IBM shares in Q1 2026, an estimated $223K.
Disciplined Investors first reported a position in IBM in Q3 2025 and held it in 2 quarters.
Disciplined Investors's IBM position peaked at $223K in Q4 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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