Doheny Asset Management’s IBM IBM Stock Holding History

Doheny Asset Management’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	$641K	Hold	2,645	–	–	0.42%	40
2025 Q4	$783K	Sell	2,645 -20	-0.8%	-$5.99K	0.48%	37
2025 Q3	$752K	Hold	2,665	–	–	0.48%	40
2025 Q2	$786K	Hold	2,665	–	–	0.55%	41
2025 Q1	$663K	Buy	2,665 +80	+3%	+$19.6K	0.52%	43
2024 Q4	$568K	Hold	2,585	–	–	0.42%	44
2024 Q3	$571K	Hold	2,585	–	–	0.39%	54
2024 Q2	$447K	Hold	2,585	–	–	0.32%	55
2024 Q1	$494K	Sell	2,585 -518	-17%	-$94.5K	0.41%	50
2023 Q4	$507K	Hold	3,103	–	–	0.5%	50
2023 Q3	$435K	Hold	3,103	–	–	0.42%	54
2023 Q2	$415K	Sell	3,103 -50	-2%	-$6.45K	0.36%	55
2023 Q1	$413K	Buy	3,153 +20	+0.6%	+$2.68K	0.37%	54
2022 Q4	$441K	Sell	3,133 -20	-0.6%	-$2.76K	0.51%	52
2022 Q3	$375K	Buy	+3,153	New	+$414K	0.38%	55
2022 Q1	$410K	Hold	3,153	–	–	0.3%	62
2021 Q4	$421K	Sell	3,153 -302	-9%	-$37.9K	0.3%	65
2021 Q3	$459K	Hold	3,455	–	–	0.33%	63
2021 Q2	$484K	Hold	3,455	–	–	0.31%	69
2021 Q1	$440K	Hold	3,455	–	–	0.3%	73
2020 Q4	$416K	Hold	3,455	–	–	0.29%	71
2020 Q3	$402K	Sell	3,455 -523	-13%	-$61.6K	0.33%	68
2020 Q2	$459K	Hold	3,978	–	–	0.43%	57
2020 Q1	$510K	Hold	3,978	–	–	0.4%	61
2019 Q4	$510K	Sell	3,978 -1,065	-21%	-$138K	0.4%	61
2019 Q3	$701K	Hold	5,043	–	–	0.61%	53
2019 Q2	$665K	Hold	5,043	–	–	0.56%	56
2019 Q1	$680K	Hold	5,043	–	–	0.58%	50
2018 Q4	$548K	Sell	5,043 -1,360	-21%	-$163K	0.4%	55
2018 Q3	$926K	Hold	6,403	–	–	0.48%	52
2018 Q2	$855K	Sell	6,403 -1,286	-17%	-$179K	0.46%	55
2018 Q1	$1.13M	Hold	7,689	–	–	0.59%	50
2017 Q4	$1.13M	Buy	7,689 +1,079	+16%	+$157K	0.53%	53
2017 Q3	$917K	Hold	6,610	–	–	0.42%	59
2017 Q2	$972K	Sell	6,610 -104	-2%	-$15.7K	0.46%	54
2017 Q1	$1.12M	Sell	6,714 -230	-3%	-$38.6K	0.51%	46
2016 Q4	$1.1M	Buy	6,944 +224	+3%	+$34.1K	0.53%	50
2016 Q3	$1.02M	Sell	6,720 -20	-0.3%	-$3.04K	0.52%	48
2016 Q2	$978K	Hold	6,740	–	–	0.49%	52
2016 Q1	$976K	Sell	6,740 -811	-11%	-$104K	0.5%	53
2015 Q4	$993K	Sell	7,551 -25	-0.3%	-$3.36K	0.49%	54
2015 Q3	$1.05M	Sell	7,576 -2,144	-22%	-$317K	0.54%	51
2015 Q2	$1.51M	Buy	9,720 +1,296	+15%	+$208K	0.68%	46
2015 Q1	$1.29M	Buy	8,424 +1,046	+14%	+$159K	0.6%	50
2014 Q4	$1.13M	Buy	7,378 +1,025	+16%	+$163K	0.54%	51
2014 Q3	$1.15M	Sell	6,353 -1,622	-20%	-$296K	0.58%	50
2014 Q2	$1.38M	Sell	7,975 -565	-7%	-$102K	0.65%	46
2014 Q1	$1.57M	Hold	8,540	–	–	0.81%	43
2013 Q4	$1.53M	Buy	8,540 +467	+6%	+$80.5K	0.81%	43
2013 Q3	$1.43M	Buy	8,073 +680	+9%	+$124K	0.79%	47
2013 Q2	$1.35M	Buy	+7,393	New	+$1.44M	0.77%	50

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

Doheny Asset Management's IBM Position: Q1 2026 in Review

Doheny Asset Management held its IBM (IBM) position steady in Q1 2026 at 2,645 shares worth $641K. The position accounts for 0.42% of the portfolio, ranked #40.

Doheny Asset Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.57M in Q1 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Doheny Asset Management held 2,645 shares of IBM worth $641K as of Q1 2026.
Doheny Asset Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.42% of Doheny Asset Management's portfolio in Q1 2026, its #40 holding.
Doheny Asset Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
Doheny Asset Management's IBM position peaked at $1.57M in Q1 2014.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.