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Elite Financial’s IBM IBM Stock Holding History

Elite 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 		$358K Buy
1,479
+1
+0.1% +$271 0.16% 43
2025
Q4 		$437K Sell
1,478
-96
-6% -$28.8K 0.2% 38
2025
Q3 		$486K Sell
1,574
-1,003
-39% -$263K 0.22% 37
2025
Q2 		$649K Buy
2,577
+6
+0.2% +$1.55K 0.32% 33
2025
Q1 		$639K Sell
2,571
-493
-16% -$121K 0.34% 30
2024
Q4 		$673K Buy
+3,064
New +$682K 0.36% 29

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

Elite Financial's IBM Position: Q1 2026 in Review

Elite Financial increased its IBM (IBM) stake by 0.07% in Q1 2026, buying an estimated $271 and bringing the position to 1,479 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #43.

Elite Financial first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $673K in Q4 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Elite Financial held 1,479 shares of IBM worth $358K as of Q1 2026.
  • Elite Financial bought 1 IBM share in Q1 2026, an estimated $271.
  • IBM made up 0.16% of Elite Financial's portfolio in Q1 2026, its #43 holding.
  • Elite Financial first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Elite Financial's IBM position peaked at $673K in Q4 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.