Edgemoor Investment Advisors’s IBM IBM Stock Holding History

Edgemoor 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
2026 Q1	$240K	Hold	989	–	–	0.02%	158
2025 Q4	$293K	Sell	989 -60	-6%	-$18K	0.02%	145
2025 Q3	$296K	Buy	1,049 +60	+6%	+$15.7K	0.02%	154
2025 Q2	$292K	Hold	989	–	–	0.03%	145
2025 Q1	$246K	Hold	989	–	–	0.02%	145
2024 Q4	$217K	Hold	989	–	–	0.02%	158
2024 Q3	$219K	Buy	+989	New	+$194K	0.02%	161
2015 Q3	–	Sell	-1,306	Closed	-$203K	–	148
2015 Q2	$203K	Hold	1,306	–	–	0.03%	137
2015 Q1	$200K	Sell	1,306 -314	-19%	-$47.6K	0.03%	133
2014 Q4	$249K	Sell	1,620 -47,835	-97%	-$7.61M	0.04%	123
2014 Q3	$8.97M	Buy	49,455 +20,200	+69%	+$3.68M	1.32%	29
2014 Q2	$5.07M	Buy	29,255 +27,037	+1,219%	+$4.87M	0.75%	48
2014 Q1	$408K	Hold	2,218	–	–	0.06%	102
2013 Q4	$398K	Buy	2,218 +336	+18%	+$57.9K	0.06%	107
2013 Q3	$333K	Sell	1,882 -41	-2%	-$7.45K	0.06%	109
2013 Q2	$351K	Buy	+1,923	New	+$374K	0.06%	115

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

Edgemoor Investment Advisors's IBM Position: Q1 2026 in Review

Edgemoor Investment Advisors held its IBM (IBM) position steady in Q1 2026 at 989 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #158.

Edgemoor Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 16 quarters since. The position peaked at $8.97M in Q3 2014. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Edgemoor Investment Advisors held 989 shares of IBM worth $240K as of Q1 2026.
Edgemoor Investment Advisors left its IBM share count unchanged in Q1 2026.
IBM made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #158 holding.
Edgemoor Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 16 quarters since.
Edgemoor Investment Advisors's IBM position peaked at $8.97M in Q3 2014.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.