EFM
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E Fund Management’s IBM IBM Stock Holding History

E Fund 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 		$7.71M Buy
+31,807
New +$8.61M 0.23% 63
2025
Q2 		$7.23M Sell
24,512
-4,627
-16% -$1.19M 0.34% 46
2025
Q1 		$7.25M Buy
29,139
+2,269
+8% +$555K 0.35% 45
2024
Q4 		$5.91M Buy
26,870
+8,794
+49% +$1.96M 0.3% 45
2024
Q3 		$4M Buy
18,076
+3,097
+21% +$607K 0.21% 50
2024
Q2 		$2.59M Buy
14,979
+3,705
+33% +$644K 0.14% 70
2024
Q1 		$2.15M Buy
11,274
+3,625
+47% +$661K 0.13% 72
2023
Q4 		$1.25M Sell
7,649
-619
-7% -$93.5K 0.08% 78
2023
Q3 		$1.16M Sell
8,268
-438
-5% -$62.3K 0.09% 75
2023
Q2 		$1.17M Sell
8,706
-1,052
-11% -$136K 0.09% 70
2023
Q1 		$1.28M Buy
9,758
+724
+8% +$96.9K 0.09% 73
2022
Q4 		$1.27M Sell
9,034
-142
-2% -$19.6K 0.11% 75
2022
Q3 		$1.09M Sell
9,176
-298
-3% -$39.1K 0.1% 84
2022
Q2 		$1.34M Sell
9,474
-145
-2% -$19.6K 0.12% 76
2022
Q1 		$1.25M Buy
9,619
+878
+10% +$115K 0.04% 74
2021
Q4 		$1.17M Sell
8,741
-1,333
-13% -$167K 0.04% 99
2021
Q3 		$1.34M Buy
+10,074
New +$1.35M 0.06% 81
2021
Q1 		$1.58M Buy
+12,384
New +$1.48M 0.13% 76

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

E Fund Management's IBM Position: Q1 2026 in Review

E Fund Management opened a new position in IBM (IBM) in Q1 2026: 31,807 shares worth $7.71M. The stake represents 0.23% of the portfolio and ranks #63 among its holdings. This is a return to the name: E Fund Management previously reported a position in IBM as recently as Q2 2025.

E Fund Management first reported a position in IBM in Q1 2021 and has held it in 18 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • E Fund Management held 31,807 shares of IBM worth $7.71M as of Q1 2026.
  • IBM was a new E Fund Management position in Q1 2026.
  • IBM made up 0.23% of E Fund Management's portfolio in Q1 2026, its #63 holding.
  • E Fund Management first reported a position in IBM in Q1 2021 and has held it in 18 quarters since.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on E Fund Management's 13F filing for Q1 2026, filed 13 Apr 2026.