F/M Investments’s IBM IBM Stock Holding History

F/M Investments’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	$2.51M	Sell	10,369 -42,612	-80%	-$11.5M	0.17%	92
2025 Q4	$15.7M	Sell	52,981 -2,298	-4%	-$688K	0.6%	34
2025 Q3	$15.6M	Sell	55,279 -14,956	-21%	-$3.91M	0.6%	31
2025 Q2	$20.7M	Buy	70,235 +3,729	+6%	+$961K	0.75%	22
2025 Q1	$16.5M	Sell	66,506 -278	-0.4%	-$68K	0.66%	24
2024 Q4	$14.7M	Buy	66,784 +4,846	+8%	+$1.08M	0.54%	34
2024 Q3	$13.7M	Buy	61,938 +17,554	+40%	+$3.44M	0.43%	61
2024 Q2	$7.69M	Buy	+44,384	New	+$7.71M	0.28%	123

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

F/M Investments's IBM Position: Q1 2026 in Review

F/M Investments reduced its IBM (IBM) stake by 80% in Q1 2026, selling an estimated $11.5M and leaving 10,369 shares worth $2.51M. The position accounts for 0.17% of the portfolio, ranked #92.

F/M Investments first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $20.7M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

F/M Investments held 10,369 shares of IBM worth $2.51M as of Q1 2026.
F/M Investments sold 42,612 IBM shares in Q1 2026, an estimated $11.5M.
IBM made up 0.17% of F/M Investments's portfolio in Q1 2026, its #92 holding.
F/M Investments first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
F/M Investments's IBM position peaked at $20.7M in Q2 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.