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Fiduciary Group’s IBM IBM Stock Holding History

Fiduciary Group’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 		$2.07M Sell
8,554
-71
-0.8% -$19.2K 0.18% 105
2025
Q4 		$2.55M Buy
8,625
+182
+2% +$54.5K 0.21% 90
2025
Q3 		$2.38M Buy
8,443
+286
+4% +$74.9K 0.21% 97
2025
Q2 		$2.4M Sell
8,157
-51
-0.6% -$13.1K 0.23% 95
2025
Q1 		$2.04M Sell
8,208
-22
-0.3% -$5.38K 0.2% 103
2024
Q4 		$1.81M Hold
8,230
– – 0.18% 106
2024
Q3 		$1.82M Sell
8,230
-93
-1% -$18.2K 0.18% 106
2024
Q2 		$1.44M Sell
8,323
-279
-3% -$48.5K 0.15% 113
2024
Q1 		$1.64M Buy
8,602
+933
+12% +$170K 0.18% 101
2023
Q4 		$1.25M Buy
7,669
+50
+0.7% +$7.55K 0.15% 111
2023
Q3 		$1.07M Sell
7,619
-48
-0.6% -$6.83K 0.14% 111
2023
Q2 		$1.03M Sell
7,667
-255
-3% -$32.9K 0.13% 119
2023
Q1 		$1.04M Buy
7,922
+48
+0.6% +$6.42K 0.14% 119
2022
Q4 		$1.11M Buy
7,874
+50
+0.6% +$6.9K 0.15% 110
2022
Q3 		$1.1M Buy
7,824
+122
+2% +$16K 0.14% 109
2022
Q2 		$1.02M Buy
7,702
+380
+5% +$51.3K 0.13% 114
2022
Q1 		$957K Sell
7,322
-155
-2% -$20.2K 0.13% 111
2021
Q4 		$999K Sell
7,477
-736
-9% -$92.3K 0.11% 114
2021
Q3 		$998K Hold
8,213
– – 0.11% 116
2021
Q2 		$1.12M Hold
8,213
– – 0.13% 111
2021
Q1 		$1.11M Hold
8,213
– – 0.14% 110
2020
Q4 		$949K Buy
8,213
+157
+2% +$18.1K 0.13% 110
2020
Q3 		$937K Sell
8,056
-236
-3% -$27.8K 0.14% 104
2020
Q2 		$957K Sell
8,292
-435
-5% -$50.5K 0.16% 94
2020
Q1 		$925K Buy
8,727
+278
+3% +$35.2K 0.18% 83
2019
Q4 		$1.08M Buy
8,449
+36
+0.4% +$4.68K 0.17% 86
2019
Q3 		$1.17M Sell
8,413
-183
-2% -$24.7K 0.2% 81
2019
Q2 		$1.13M Sell
8,596
-386
-4% -$50.7K 0.2% 84
2019
Q1 		$1.21M Sell
8,982
-32
-0.4% -$4.08K 0.23% 82
2018
Q4 		$980K Sell
9,014
-241
-3% -$28.9K 0.2% 84
2018
Q3 		$1.34M Sell
9,255
-78
-0.8% -$10.9K 0.26% 78
2018
Q2 		$1.25M Sell
9,333
-5,722
-38% -$798K 0.26% 77
2018
Q1 		$2.21M Sell
15,055
-10,535
-41% -$1.59M 0.48% 57
2017
Q4 		$3.75M Sell
25,590
-4,001
-14% -$582K 0.8% 42
2017
Q3 		$4.1M Buy
29,591
+2,744
+10% +$382K 0.92% 36
2017
Q2 		$3.95M Buy
26,847
+283
+1% +$42.7K 0.91% 39
2017
Q1 		$4.42M Buy
26,564
+3,055
+13% +$512K 1.05% 32
2016
Q4 		$3.73M Sell
23,509
-435
-2% -$66.3K 0.96% 37
2016
Q3 		$3.64M Buy
23,944
+292
+1% +$44.3K 0.99% 35
2016
Q2 		$3.43M Sell
23,652
-67
-0.3% -$9.59K 0.95% 36
2016
Q1 		$3.43M Sell
23,719
-636
-3% -$81.2K 0.99% 35
2015
Q4 		$3.2M Sell
24,355
-2,206
-8% -$296K 0.95% 37
2015
Q3 		$3.68M Buy
26,561
+860
+3% +$127K 1.22% 23
2015
Q2 		$4M Buy
+25,701
New +$4.13M 1.26% 23

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

Fiduciary Group's IBM Position: Q1 2026 in Review

Fiduciary Group reduced its IBM (IBM) stake by 0.82% in Q1 2026, selling an estimated $19.2K and leaving 8,554 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #105.

Fiduciary Group first reported a position in IBM in Q2 2015 and has held it in 44 quarters since. The position peaked at $4.42M in Q1 2017. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Fiduciary Group held 8,554 shares of IBM worth $2.07M as of Q1 2026.
  • Fiduciary Group sold 71 IBM shares in Q1 2026, an estimated $19.2K.
  • IBM made up 0.18% of Fiduciary Group's portfolio in Q1 2026, its #105 holding.
  • Fiduciary Group first reported a position in IBM in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's IBM position peaked at $4.42M in Q1 2017.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.