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Diversified Portfolios Inc’s IBM IBM Stock Holding History

Diversified Portfolios Inc’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
-720
Closed -$213K – 187
2025
Q4 		$213K Buy
+720
New +$216K 0.02% 177
2025
Q3 		– Sell
-687
Closed -$203K – 169
2025
Q2 		$203K Buy
+687
New +$177K 0.02% 159
2021
Q4 		– Sell
-1,707
Closed -$227K – 139
2021
Q3 		$227K Buy
1,707
+86
+5% +$11.5K 0.06% 109
2021
Q2 		$227K Sell
1,621
-407
-20% -$55.7K 0.09% 98
2021
Q1 		$258K Buy
+2,028
New +$243K 0.08% 88
2015
Q1 		– Sell
-2,388
Closed -$366K – 67
2014
Q4 		$366K Buy
+2,388
New +$380K 0.22% 50

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

Diversified Portfolios Inc's IBM Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of IBM (IBM) in Q1 2026, closing a stake of 720 shares — an estimated $213K sold.

Diversified Portfolios Inc first reported a position in IBM in Q4 2014 and held it in 6 quarters. The position peaked at $366K in Q4 2014. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 720 IBM shares in Q1 2026, an estimated $213K.
  • Diversified Portfolios Inc first reported a position in IBM in Q4 2014 and held it in 6 quarters.
  • Diversified Portfolios Inc's IBM position peaked at $366K in Q4 2014.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.