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Equitable Holdings’s IBM IBM Stock Holding History

Equitable Holdings’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 		$24.8M Buy
88,097
+27,723
+46% +$7.5M 0.16% 127
2025
Q4 		$17.9M Buy
60,374
+2,198
+4% +$658K 0.12% 152
2025
Q3 		$16.4M Buy
58,176
+8,341
+17% +$2.18M 0.12% 153
2025
Q2 		$14.7M Buy
49,835
+2,830
+6% +$729K 0.12% 151
2025
Q1 		$11.7M Buy
47,005
+4,098
+10% +$1M 0.11% 161
2024
Q4 		$9.43M Buy
42,907
+3,184
+8% +$709K 0.09% 186
2024
Q3 		$8.78M Buy
39,723
+3,357
+9% +$658K 0.09% 192
2024
Q2 		$6.29M Buy
36,366
+5,260
+17% +$914K 0.07% 223
2024
Q1 		$5.94M Buy
31,106
+2,025
+7% +$369K 0.07% 213
2023
Q4 		$4.76M Buy
29,081
+3,365
+13% +$508K 0.06% 231
2023
Q3 		$3.61M Sell
25,716
-606
-2% -$86.2K 0.05% 253
2023
Q2 		$3.52M Buy
26,322
+2,193
+9% +$283K 0.05% 245
2023
Q1 		$3.16M Buy
24,129
+5,162
+27% +$691K 0.05% 243
2022
Q4 		$2.67M Buy
18,967
+447
+2% +$61.7K 0.05% 256
2022
Q3 		$2.2M Buy
18,520
+2,993
+19% +$393K 0.04% 251
2022
Q2 		$2.19M Buy
15,527
+139
+0.9% +$18.8K 0.04% 251
2022
Q1 		$2M Buy
15,388
+1,780
+13% +$232K 0.03% 283
2021
Q4 		$1.82M Buy
13,608
+267
+2% +$33.5K 0.03% 291
2021
Q3 		$1.77M Buy
13,341
+1,092
+9% +$146K 0.03% 284
2021
Q2 		$1.72M Buy
12,249
+1,070
+10% +$146K 0.03% 276
2021
Q1 		$1.42M Buy
11,179
+2,075
+23% +$248K 0.03% 300
2020
Q4 		$1.1M Buy
9,104
+1,478
+19% +$171K 0.03% 312
2020
Q3 		$887K Buy
7,626
+642
+9% +$75.6K 0.02% 324
2020
Q2 		$806K Buy
6,984
+472
+7% +$54.8K 0.02% 333
2020
Q1 		$691K Buy
6,512
+2,513
+63% +$318K 0.02% 319
2019
Q4 		$512K Buy
+3,999
New +$520K 0.02% 396

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

Equitable Holdings's IBM Position: Q1 2026 in Review

Equitable Holdings increased its IBM (IBM) stake by 46% in Q1 2026, buying an estimated $7.5M and bringing the position to 88,097 shares worth $24.8M. The position accounts for 0.16% of the portfolio, ranked #127.

Equitable Holdings first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Equitable Holdings held 88,097 shares of IBM worth $24.8M as of Q1 2026.
  • Equitable Holdings bought 27,723 IBM shares in Q1 2026, an estimated $7.5M.
  • IBM made up 0.16% of Equitable Holdings's portfolio in Q1 2026, its #127 holding.
  • Equitable Holdings first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.