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Dover Advisors’s IBM IBM Stock Holding History

Dover Advisors’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 		$1.97M Sell
8,112
-356
-4% -$96.3K 0.81% 35
2025
Q4 		$2.51M Sell
8,468
-60
-0.7% -$18K 0.97% 26
2025
Q3 		$2.41M Buy
8,528
+814
+11% +$213K 0.96% 31
2025
Q2 		$2.27M Sell
7,714
-1,991
-21% -$513K 1% 27
2025
Q1 		$2.41M Buy
9,705
+2,741
+39% +$670K 1.05% 26
2024
Q4 		$1.53M Buy
6,964
+745
+12% +$166K 0.88% 34
2024
Q3 		$1.37M Buy
6,219
+253
+4% +$49.6K 0.78% 40
2024
Q2 		$1.03M Buy
5,966
+4,115
+222% +$715K 0.64% 51
2024
Q1 		$353K Buy
+1,851
New +$338K 0.24% 90
2023
Q2 		– Sell
-1,751
Closed -$230K – 107
2023
Q1 		$230K Buy
+1,751
New +$234K 0.22% 88

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

Dover Advisors's IBM Position: Q1 2026 in Review

Dover Advisors reduced its IBM (IBM) stake by 4.2% in Q1 2026, selling an estimated $96.3K and leaving 8,112 shares worth $1.97M. The position accounts for 0.81% of the portfolio, ranked #35.

Dover Advisors first reported a position in IBM in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.51M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Dover Advisors held 8,112 shares of IBM worth $1.97M as of Q1 2026.
  • Dover Advisors sold 356 IBM shares in Q1 2026, an estimated $96.3K.
  • IBM made up 0.81% of Dover Advisors's portfolio in Q1 2026, its #35 holding.
  • Dover Advisors first reported a position in IBM in Q1 2023 and has held it in 10 quarters since.
  • Dover Advisors's IBM position peaked at $2.51M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.