EIG
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Ellenbecker Investment Group’s IBM IBM Stock Holding History

Ellenbecker Investment Group’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 		$731K Sell
3,014
-161
-5% -$43.6K 0.1% 60
2025
Q4 		$941K Buy
3,175
+7
+0.2% +$2.1K 0.13% 47
2025
Q3 		$894K Buy
3,168
+909
+40% +$238K 0.13% 47
2025
Q2 		$666K Buy
2,259
+148
+7% +$38.1K 0.11% 58
2025
Q1 		$525K Buy
2,111
+53
+3% +$13K 0.09% 65
2024
Q4 		$453K Buy
2,058
+9
+0.4% +$2K 0.08% 70
2024
Q3 		$453K Buy
2,049
+46
+2% +$9.02K 0.09% 67
2024
Q2 		$346K Sell
2,003
-65
-3% -$11.3K 0.07% 84
2024
Q1 		$395K Buy
2,068
+317
+18% +$57.8K 0.08% 71
2023
Q4 		$286K Buy
1,751
+10
+0.6% +$1.51K 0.07% 79
2023
Q3 		$244K Hold
1,741
– – 0.06% 90
2023
Q2 		$233K Sell
1,741
-29
-2% -$3.74K 0.06% 89
2023
Q1 		$232K Sell
1,770
-74
-4% -$9.9K 0.06% 82
2022
Q4 		$259K Sell
1,844
-134
-7% -$18.5K 0.08% 77
2022
Q3 		$235K Buy
1,978
+290
+17% +$38.1K 0.07% 72
2022
Q2 		$238K Buy
+1,688
New +$228K 0.07% 73
2018
Q4 		– Sell
-1,420
Closed -$205K – 52
2018
Q3 		$205K Buy
+1,420
New +$198K 0.15% 49
2018
Q2 		– Sell
-1,507
Closed -$221K – 49
2018
Q1 		$221K Sell
1,507
-14
-0.9% -$2.12K 0.18% 45
2017
Q4 		$223K Buy
+1,521
New +$221K 0.19% 43

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

Ellenbecker Investment Group's IBM Position: Q1 2026 in Review

Ellenbecker Investment Group reduced its IBM (IBM) stake by 5.1% in Q1 2026, selling an estimated $43.6K and leaving 3,014 shares worth $731K. The position accounts for 0.1% of the portfolio, ranked #60.

Ellenbecker Investment Group first reported a position in IBM in Q4 2017 and has held it in 19 quarters since. The position peaked at $941K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ellenbecker Investment Group held 3,014 shares of IBM worth $731K as of Q1 2026.
  • Ellenbecker Investment Group sold 161 IBM shares in Q1 2026, an estimated $43.6K.
  • IBM made up 0.1% of Ellenbecker Investment Group's portfolio in Q1 2026, its #60 holding.
  • Ellenbecker Investment Group first reported a position in IBM in Q4 2017 and has held it in 19 quarters since.
  • Ellenbecker Investment Group's IBM position peaked at $941K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.