EI
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Ellevest Inc’s IBM IBM Stock Holding History

Ellevest Inc’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 		$1.65M Sell
6,811
-327
-5% -$88.5K 0.23% 63
2025
Q4 		$2.11M Buy
7,138
+221
+3% +$66.2K 0.29% 45
2025
Q3 		$1.95M Buy
6,917
+2,957
+75% +$774K 0.28% 47
2025
Q2 		$1.17M Buy
3,960
+1,570
+66% +$404K 0.19% 81
2025
Q1 		$594K Buy
2,390
+976
+69% +$239K 0.04% 168
2024
Q4 		$311K Buy
1,414
+33
+2% +$7.35K 0.02% 300
2024
Q3 		$305K Buy
1,381
+22
+2% +$4.31K 0.02% 320
2024
Q2 		$235K Buy
1,359
+15
+1% +$2.61K 0.01% 356
2024
Q1 		$257K Sell
1,344
-97
-7% -$17.7K 0.02% 336
2023
Q4 		$236K Buy
+1,441
New +$218K 0.02% 341
2023
Q2 		– Sell
-879
Closed -$115K – 937
2023
Q1 		$115K Sell
879
-2,591
-75% -$347K 0.01% 417
2022
Q4 		$489K Buy
3,470
+502
+17% +$69.2K 0.04% 128
2022
Q3 		$353K Sell
2,968
-1,677
-36% -$220K 0.03% 151
2022
Q2 		$656K Buy
4,645
+1,069
+30% +$144K 0.06% 77
2022
Q1 		$465K Buy
3,576
+386
+12% +$50.3K 0.04% 139
2021
Q4 		$426K Buy
3,190
+346
+12% +$43.4K 0.04% 141
2021
Q3 		$378K Buy
2,844
+434
+18% +$58K 0.04% 138
2021
Q2 		$338K Buy
2,410
+578
+32% +$79K 0.03% 140
2021
Q1 		$233K Buy
1,832
+568
+45% +$68K 0.03% 191
2020
Q4 		$152K Buy
1,264
+256
+25% +$29.6K 0.02% 222
2020
Q3 		$117K Buy
1,008
+14
+1% +$1.65K 0.02% 219
2020
Q2 		$115K Buy
994
+398
+67% +$46.2K 0.02% 176
2020
Q1 		$63K Buy
596
+265
+80% +$33.5K 0.02% 194
2019
Q4 		$42K Buy
331
+311
+1,555% +$40.4K 0.01% 228
2019
Q3 		$3K Sell
20
-504
-96% -$68K ﹤0.01% 305
2019
Q2 		$69K Buy
+524
New +$68.8K 0.03% 97

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

Ellevest Inc's IBM Position: Q1 2026 in Review

Ellevest Inc reduced its IBM (IBM) stake by 4.6% in Q1 2026, selling an estimated $88.5K and leaving 6,811 shares worth $1.65M. The position accounts for 0.23% of the portfolio, ranked #63.

Ellevest Inc first reported a position in IBM in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.11M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ellevest Inc held 6,811 shares of IBM worth $1.65M as of Q1 2026.
  • Ellevest Inc sold 327 IBM shares in Q1 2026, an estimated $88.5K.
  • IBM made up 0.23% of Ellevest Inc's portfolio in Q1 2026, its #63 holding.
  • Ellevest Inc first reported a position in IBM in Q2 2019 and has held it in 26 quarters since.
  • Ellevest Inc's IBM position peaked at $2.11M in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.