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Donoghue Forlines’s IBM IBM Stock Holding History

Donoghue Forlines’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 		$1.62M Sell
6,691
-1,675
-20% -$453K 0.45% 89
2025
Q4 		$2.48M Buy
+8,366
New +$2.51M 0.77% 22
2025
Q2 		– Sell
-9,021
Closed -$2.24M – 116
2025
Q1 		$2.24M Buy
9,021
+2,345
+35% +$574K 0.71% 45
2024
Q4 		$1.47M Sell
6,676
-11,938
-64% -$2.66M 0.49% 89
2024
Q3 		$4.12M Buy
18,614
+947
+5% +$186K 1.17% 11
2024
Q2 		$3.06M Buy
17,667
+876
+5% +$152K 0.87% 15
2024
Q1 		$3.21M Buy
16,791
+9,149
+120% +$1.67M 0.91% 16
2023
Q4 		$1.25M Sell
7,642
-1,733
-18% -$262K 0.39% 78
2023
Q3 		$1.32M Buy
9,375
+1,625
+21% +$231K 0.47% 48
2023
Q2 		$1.04M Buy
7,750
+1,203
+18% +$155K 0.32% 74
2023
Q1 		$858K Sell
6,547
-3,080
-32% -$412K 0.31% 93
2022
Q4 		$1.36M Buy
9,627
+2,158
+29% +$298K 0.48% 52
2022
Q3 		$887K Sell
7,469
-6,554
-47% -$860K 0.32% 45
2022
Q2 		$1.98M Sell
14,023
-8,509
-38% -$1.15M 0.52% 25
2022
Q1 		$2.93M Buy
22,532
+3,014
+15% +$393K 0.63% 26
2021
Q4 		$2.61M Sell
19,518
-22
-0.1% -$2.76K 0.44% 39
2021
Q3 		$2.6M Buy
19,540
+95
+0.5% +$12.7K 0.5% 40
2021
Q2 		$2.73M Sell
19,445
-1,892
-9% -$259K 0.51% 47
2021
Q1 		$2.72M Buy
21,337
+10,303
+93% +$1.23M 0.53% 38
2020
Q4 		$1.33M Buy
+11,034
New +$1.28M 0.26% 101
2018
Q4 		– Sell
-94,752
Closed -$13.7M – 85
2018
Q3 		$13.7M Sell
94,752
-22,035
-19% -$3.08M 1.07% 34
2018
Q2 		$15.6M Sell
116,787
-707
-0.6% -$98.6K 1.29% 40
2018
Q1 		$17.2M Sell
117,494
-3,096
-3% -$468K 1.49% 24
2017
Q4 		$17.7M Buy
120,590
+1,946
+2% +$283K 1.34% 40
2017
Q3 		$16.5M Buy
118,644
+9,925
+9% +$1.38M 1.73% 35
2017
Q2 		$16M Buy
+108,719
New +$16.4M 1.81% 29

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

Donoghue Forlines's IBM Position: Q1 2026 in Review

Donoghue Forlines reduced its IBM (IBM) stake by 20% in Q1 2026, selling an estimated $453K and leaving 6,691 shares worth $1.62M. The position accounts for 0.45% of the portfolio, ranked #89.

Donoghue Forlines first reported a position in IBM in Q2 2017 and has held it in 26 quarters since. The position peaked at $17.7M in Q4 2017. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Donoghue Forlines held 6,691 shares of IBM worth $1.62M as of Q1 2026.
  • Donoghue Forlines sold 1,675 IBM shares in Q1 2026, an estimated $453K.
  • IBM made up 0.45% of Donoghue Forlines's portfolio in Q1 2026, its #89 holding.
  • Donoghue Forlines first reported a position in IBM in Q2 2017 and has held it in 26 quarters since.
  • Donoghue Forlines's IBM position peaked at $17.7M in Q4 2017.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.