Dumont & Blake Investment Advisors’s IBM IBM Stock Holding History

Dumont & Blake Investment 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
2019 Q2	–	Sell	-523	Closed	-$70K	–	186
2019 Q1	$70K	Sell	523 -628	-55%	-$80.1K	0.03%	169
2018 Q4	$125K	Buy	1,151 +628	+120%	+$75.4K	0.06%	160
2018 Q3	$76K	Buy	+523	New	+$73.1K	0.03%	172
2018 Q2	–	Sell	-105	Closed	-$15K	–	188
2018 Q1	$15K	Sell	105 -104	-50%	-$15.7K	0.01%	182
2017 Q4	$31K	Sell	209 -1,465	-88%	-$213K	0.01%	184
2017 Q3	$232K	Hold	1,674	–	–	0.1%	152
2017 Q2	$246K	Sell	1,674 -836	-33%	-$126K	0.11%	150
2017 Q1	$418K	Sell	2,510 -314	-11%	-$52.7K	0.19%	133
2016 Q4	$448K	Buy	+2,824	New	+$430K	0.21%	126

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

Dumont & Blake Investment Advisors's IBM Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $47.6K and leaving 7,155 shares worth $1.73M. The position accounts for 0.43% of the portfolio, ranked #64.

Dumont & Blake Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.56M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Dumont & Blake Investment Advisors held 7,155 shares of IBM worth $1.73M as of Q1 2026.
Dumont & Blake Investment Advisors sold 176 IBM shares in Q1 2026, an estimated $47.6K.
IBM made up 0.43% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #64 holding.
Dumont & Blake Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Dumont & Blake Investment Advisors's IBM position peaked at $3.56M in Q2 2013.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.