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Dunhill Financial’s IBM IBM Stock Holding History

Dunhill Financial’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 		$243K Sell
1,001
-15
-1% -$4.06K 0.06% 134
2025
Q4 		$301K Buy
1,016
+9
+0.9% +$2.69K 0.07% 96
2025
Q3 		$284K Buy
1,007
+114
+13% +$29.8K 0.07% 99
2025
Q2 		$263K Buy
893
+627
+236% +$162K 0.08% 89
2025
Q1 		$66.2K Sell
266
-35
-12% -$8.56K 0.03% 164
2024
Q4 		$66.1K Buy
301
+63
+26% +$14K 0.03% 159
2024
Q3 		$52.7K Buy
238
+97
+69% +$19K 0.03% 168
2024
Q2 		$24.4K Buy
141
+18
+15% +$3.13K 0.02% 194
2024
Q1 		$23.5K Sell
123
-88
-42% -$16.1K 0.02% 161
2023
Q4 		$34.5K Buy
+211
New +$31.9K 0.03% 121

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

Dunhill Financial's IBM Position: Q1 2026 in Review

Dunhill Financial reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $4.06K and leaving 1,001 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #134.

Dunhill Financial first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $301K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Dunhill Financial held 1,001 shares of IBM worth $243K as of Q1 2026.
  • Dunhill Financial sold 15 IBM shares in Q1 2026, an estimated $4.06K.
  • IBM made up 0.06% of Dunhill Financial's portfolio in Q1 2026, its #134 holding.
  • Dunhill Financial first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's IBM position peaked at $301K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.