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Ethic Inc’s IBM IBM Stock Holding History

Ethic 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 		$30.7M Buy
126,485
+323
+0.3% +$87.4K 0.48% 24
2025
Q4 		$37.4M Buy
126,162
+4,385
+4% +$1.31M 0.57% 17
2025
Q3 		$34.4M Sell
121,777
-9,643
-7% -$2.52M 0.57% 17
2025
Q2 		$38.1M Buy
131,420
+3,262
+3% +$840K 0.68% 16
2025
Q1 		$32.1M Buy
128,158
+4,820
+4% +$1.18M 0.65% 16
2024
Q4 		$27.1M Buy
123,338
+9,256
+8% +$2.06M 0.55% 20
2024
Q3 		$21.8M Sell
114,082
-12,475
-10% -$2.45M 0.55% 18
2024
Q2 		$21.9M Buy
126,557
+12,475
+11% +$2.17M 0.51% 21
2024
Q1 		$21.8M Sell
114,082
-12,422
-10% -$2.27M 0.55% 18
2023
Q4 		$20.7M Buy
126,504
+7,479
+6% +$1.13M 0.61% 18
2023
Q3 		$16.7M Buy
119,025
+13,283
+13% +$1.89M 0.59% 20
2023
Q2 		$14.1M Buy
105,742
+1,198
+1% +$155K 0.52% 25
2023
Q1 		$13.7M Buy
104,544
+8,382
+9% +$1.12M 0.56% 22
2022
Q4 		$13.5M Buy
96,162
+39,492
+70% +$5.45M 0.73% 15
2022
Q3 		$6.73M Buy
56,670
+1,228
+2% +$161K 0.46% 35
2022
Q2 		$7.83M Buy
55,442
+10,298
+23% +$1.39M 0.55% 23
2022
Q1 		$5.87M Buy
45,144
+8,186
+22% +$1.07M 0.41% 45
2021
Q4 		$4.94M Buy
36,958
+4,253
+13% +$533K 0.38% 55
2021
Q3 		$4.34M Buy
32,705
+2,806
+9% +$375K 0.44% 40
2021
Q2 		$4.19M Buy
29,899
+9,210
+45% +$1.26M 0.51% 33
2021
Q1 		$2.64M Buy
20,689
+9,859
+91% +$1.18M 0.47% 38
2020
Q4 		$1.3M Buy
10,830
+975
+10% +$113K 0.34% 66
2020
Q3 		$1.15M Buy
9,855
+1,288
+15% +$152K 0.44% 42
2020
Q2 		$989K Buy
8,567
+2,036
+31% +$236K 0.56% 38
2020
Q1 		$693K Buy
6,531
+1,168
+22% +$148K 0.58% 51
2019
Q4 		$687K Buy
+5,363
New +$697K 0.51% 54

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

Ethic Inc's IBM Position: Q1 2026 in Review

Ethic Inc increased its IBM (IBM) stake by 0.26% in Q1 2026, buying an estimated $87.4K and bringing the position to 126,485 shares worth $30.7M. The position accounts for 0.48% of the portfolio, ranked #24.

Ethic Inc first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $38.1M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ethic Inc held 126,485 shares of IBM worth $30.7M as of Q1 2026.
  • Ethic Inc bought 323 IBM shares in Q1 2026, an estimated $87.4K.
  • IBM made up 0.48% of Ethic Inc's portfolio in Q1 2026, its #24 holding.
  • Ethic Inc first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's IBM position peaked at $38.1M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.