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Duncan Williams Asset Management’s IBM IBM Stock Holding History

Duncan Williams 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 		$653K Sell
2,692
-68
-2% -$18.4K 0.18% 80
2025
Q4 		$798K Buy
2,760
+280
+11% +$83.9K 0.2% 73
2025
Q3 		$700K Sell
2,480
-388
-14% -$102K 0.2% 81
2025
Q2 		$845K Sell
2,868
-12
-0.4% -$3.09K 0.27% 63
2025
Q1 		$716K Buy
2,880
+35
+1% +$8.56K 0.26% 67
2024
Q4 		$625K Buy
2,845
+1,785
+168% +$398K 0.25% 75
2024
Q3 		$234K Buy
+1,060
New +$208K 0.13% 111

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

Duncan Williams Asset Management's IBM Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its IBM (IBM) stake by 2.5% in Q1 2026, selling an estimated $18.4K and leaving 2,692 shares worth $653K. The position accounts for 0.18% of the portfolio, ranked #80.

Duncan Williams Asset Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $845K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Duncan Williams Asset Management held 2,692 shares of IBM worth $653K as of Q1 2026.
  • Duncan Williams Asset Management sold 68 IBM shares in Q1 2026, an estimated $18.4K.
  • IBM made up 0.18% of Duncan Williams Asset Management's portfolio in Q1 2026, its #80 holding.
  • Duncan Williams Asset Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Duncan Williams Asset Management's IBM position peaked at $845K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.