Envestnet Asset Management
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Envestnet Asset Management’s IBM IBM Stock Holding History

Envestnet Asset 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 		$257M Sell
1,060,150
-186,769
-15% -$50.5M 0.07% 260
2025
Q4 		$369M Sell
1,246,919
-33,877
-3% -$10.1M 0.11% 165
2025
Q3 		$361M Sell
1,280,796
-134,247
-9% -$35.1M 0.1% 176
2025
Q2 		$417M Buy
1,415,043
+75,393
+6% +$19.4M 0.12% 145
2025
Q1 		$333M Sell
1,339,650
-21,996
-2% -$5.38M 0.11% 172
2024
Q4 		$299M Buy
1,361,646
+3,573
+0.3% +$796K 0.1% 185
2024
Q3 		$300M Buy
1,358,073
+48,653
+4% +$9.54M 0.1% 189
2024
Q2 		$226M Buy
1,309,420
+68,198
+5% +$11.8M 0.08% 237
2024
Q1 		$237M Buy
1,241,222
+31,744
+3% +$5.79M 0.09% 221
2023
Q4 		$198M Sell
1,209,478
-9,900
-0.8% -$1.5M 0.08% 233
2023
Q3 		$171M Buy
1,219,378
+164,847
+16% +$23.5M 0.08% 248
2023
Q2 		$141M Sell
1,054,531
-1,932,478
-65% -$249M 0.06% 261
2023
Q1 		$129M Buy
2,987,009
+2,035,129
+214% +$272M 0.06% 268
2022
Q4 		$134M Buy
951,880
+254,517
+36% +$35.1M 0.07% 245
2022
Q3 		$82.9M Buy
697,363
+99,615
+17% +$13.1M 0.05% 320
2022
Q2 		$84.4M Buy
597,748
+149,599
+33% +$20.2M 0.05% 317
2022
Q1 		$58.3M Buy
448,149
+49,232
+12% +$6.42M 0.03% 437
2021
Q4 		$53.3M Sell
398,917
-137,483
-26% -$17.2M 0.03% 473
2021
Q3 		$71.2M Sell
536,400
-23,638
-4% -$3.16M 0.04% 360
2021
Q2 		$78.5M Buy
560,038
+49,333
+10% +$6.75M 0.04% 335
2021
Q1 		$65.1M Buy
510,705
+43,398
+9% +$5.19M 0.04% 343
2020
Q4 		$56.2M Sell
467,307
-22,754
-5% -$2.63M 0.04% 320
2020
Q3 		$57M Sell
490,061
-35,462
-7% -$4.18M 0.05% 281
2020
Q2 		$60.7M Buy
525,523
+188,620
+56% +$21.9M 0.06% 246
2020
Q1 		$35.7M Sell
336,903
-94,414
-22% -$11.9M 0.04% 301
2019
Q4 		$55.3M Buy
431,317
+36,309
+9% +$4.72M 0.06% 255
2019
Q3 		$54.9M Buy
395,008
+28,412
+8% +$3.83M 0.06% 245
2019
Q2 		$48.3M Buy
366,596
+40,745
+13% +$5.35M 0.06% 236
2019
Q1 		$44M Buy
325,851
+69,050
+27% +$8.8M 0.06% 239
2018
Q4 		$27.9M Buy
256,801
+156,635
+156% +$18.8M 0.04% 288
2018
Q3 		$14.5M Sell
100,166
-17,394
-15% -$2.43M 0.03% 242
2018
Q2 		$15.7M Buy
117,560
+79,784
+211% +$11.1M 0.04% 232
2018
Q1 		$5.44M Sell
37,776
-104,480
-73% -$15.8M 0.02% 377
2017
Q4 		$20.9M Buy
142,256
+10,386
+8% +$1.51M 0.05% 225
2017
Q3 		$18.3M Buy
131,870
+10,615
+9% +$1.48M 0.04% 236
2017
Q2 		$17.8M Buy
121,255
+15,318
+14% +$2.31M 0.05% 237
2017
Q1 		$17.6M Sell
105,937
-23,362
-18% -$3.92M 0.06% 226
2016
Q4 		$20.5M Buy
129,299
+25,666
+25% +$3.91M 0.07% 184
2016
Q3 		$15.7M Sell
103,633
-21,344
-17% -$3.24M 0.06% 233
2016
Q2 		$18.1M Buy
124,977
+7,630
+7% +$1.09M 0.07% 242
2016
Q1 		$17M Buy
117,347
+28,311
+32% +$3.62M 0.07% 236
2015
Q4 		$11.7M Sell
89,036
-231
-0.3% -$31K 0.05% 302
2015
Q3 		$12.4M Buy
89,267
+17,723
+25% +$2.62M 0.06% 270
2015
Q2 		$11.1M Buy
71,544
+15,931
+29% +$2.56M 0.05% 337
2015
Q1 		$8.53M Buy
55,613
+35,529
+177% +$5.39M 0.04% 406
2014
Q4 		$3.08M Buy
20,084
+4,753
+31% +$756K 0.03% 306
2014
Q3 		$2.78M Buy
15,331
+3,680
+32% +$670K 0.03% 324
2014
Q2 		$2.02M Buy
11,651
+121
+1% +$21.8K 0.02% 373
2014
Q1 		$2.12M Buy
11,530
+1,046
+10% +$184K 0.02% 312
2013
Q4 		$1.88M Sell
10,484
-106
-1% -$18.3K 0.02% 315
2013
Q3 		$1.88M Sell
10,590
-6,602
-38% -$1.2M 0.02% 297
2013
Q2 		$3.14M Buy
+17,192
New +$3.35M 0.04% 219

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

Envestnet Asset Management's IBM Position: Q1 2026 in Review

Envestnet Asset Management reduced its IBM (IBM) stake by 15% in Q1 2026, selling an estimated $50.5M and leaving 1,060,150 shares worth $257M. The position accounts for 0.07% of the portfolio, ranked #260.

Envestnet Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $417M in Q2 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Envestnet Asset Management held 1,060,150 shares of IBM worth $257M as of Q1 2026.
  • Envestnet Asset Management sold 186,769 IBM shares in Q1 2026, an estimated $50.5M.
  • IBM made up 0.07% of Envestnet Asset Management's portfolio in Q1 2026, its #260 holding.
  • Envestnet Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's IBM position peaked at $417M in Q2 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.