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Family CFO’s IBM IBM Stock Holding History

Family CFO’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 		– Sell
-84
Closed -$25K – 64
2025
Q4 		$25K Buy
+84
New +$25.2K 0.01% 65
2025
Q3 		– Sell
-83
Closed -$24.6K – 59
2025
Q2 		$24.6K Buy
+83
New +$21.4K 0.01% 64
2025
Q1 		– Sell
-82
Closed -$18.1K – 78
2024
Q4 		$18.1K Hold
82
– – 0.01% 62
2024
Q3 		$18.1K Buy
82
+1
+1% +$196 0.01% 62
2024
Q2 		$14K Buy
81
+1
+1% +$174 0.01% 55
2024
Q1 		$15.3K Hold
80
– – 0.01% 56
2023
Q4 		$13K Buy
80
+1
+1% +$151 0.01% 56
2023
Q3 		$11.1K Hold
79
– – 0.01% 57
2023
Q2 		$10.5K Buy
79
+1
+1% +$129 0.01% 53
2023
Q1 		$10.2K Buy
78
+1
+1% +$134 0.01% 52
2022
Q4 		$10.8K Buy
77
+1
+1% +$138 0.01% 50
2022
Q3 		$9.03K Buy
76
+1
+1% +$131 0.01% 49
2022
Q2 		$10.6K Buy
75
+1
+1% +$135 0.01% 48
2022
Q1 		$10K Buy
74
+1
+1% +$130 0.01% 51
2021
Q4 		$10K Buy
+73
New +$9.16K 0.01% 50

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

Family CFO's IBM Position: Q1 2026 in Review

Family CFO sold out of IBM (IBM) in Q1 2026, closing a stake of 84 shares — an estimated $25K sold.

Family CFO first reported a position in IBM in Q4 2021 and held it in 15 quarters. The position peaked at $25K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Family CFO reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Family CFO sold 84 IBM shares in Q1 2026, an estimated $25K.
  • Family CFO first reported a position in IBM in Q4 2021 and held it in 15 quarters.
  • Family CFO's IBM position peaked at $25K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.