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First Dallas Securities’s IBM IBM Stock Holding History

First Dallas Securities’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 		$1.29M Buy
5,330
+320
+6% +$86.6K 0.48% 51
2025
Q4 		$1.48M Sell
5,010
-99
-2% -$29.6K 0.55% 46
2025
Q3 		$1.44M Sell
5,109
-7,719
-60% -$2.02M 0.54% 44
2025
Q2 		$3.78M Sell
12,828
-449
-3% -$116K 1.49% 15
2025
Q1 		$3.3M Sell
13,277
-3,621
-21% -$886K 1.38% 18
2024
Q4 		$3.71M Sell
16,898
-2,309
-12% -$514K 1.51% 15
2024
Q3 		$4.25M Sell
19,207
-834
-4% -$164K 1.77% 13
2024
Q2 		$3.47M Buy
20,041
+11,286
+129% +$1.96M 1.52% 13
2024
Q1 		$1.67M Buy
8,755
+6,905
+373% +$1.26M 0.77% 37
2023
Q4 		$303K Buy
+1,850
New +$280K 0.16% 103
2023
Q3 		– Sell
-2,100
Closed -$281K – 159
2023
Q2 		$281K Sell
2,100
-975
-32% -$126K 0.16% 104
2023
Q1 		$403K Hold
3,075
– – 0.24% 92
2022
Q4 		$433K Sell
3,075
-50
-2% -$6.9K 0.26% 84
2022
Q3 		$371K Buy
3,125
+100
+3% +$13.1K 0.25% 82
2022
Q2 		$427K Hold
3,025
– – 0.29% 73
2022
Q1 		$393K Sell
3,025
-1,650
-35% -$215K 0.22% 88
2021
Q4 		$625K Sell
4,675
-3,374
-42% -$423K 0.41% 61
2021
Q3 		$1.07M Buy
8,049
+418
+5% +$55.9K 0.74% 42
2021
Q2 		$1.07M Buy
7,631
+3,761
+97% +$514K 0.7% 44
2021
Q1 		$493K Buy
+3,870
New +$463K 0.42% 60

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

First Dallas Securities's IBM Position: Q1 2026 in Review

First Dallas Securities increased its IBM (IBM) stake by 6.4% in Q1 2026, buying an estimated $86.6K and bringing the position to 5,330 shares worth $1.29M. The position accounts for 0.48% of the portfolio, ranked #51.

First Dallas Securities first reported a position in IBM in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.25M in Q3 2024. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • First Dallas Securities held 5,330 shares of IBM worth $1.29M as of Q1 2026.
  • First Dallas Securities bought 320 IBM shares in Q1 2026, an estimated $86.6K.
  • IBM made up 0.48% of First Dallas Securities's portfolio in Q1 2026, its #51 holding.
  • First Dallas Securities first reported a position in IBM in Q1 2021 and has held it in 20 quarters since.
  • First Dallas Securities's IBM position peaked at $4.25M in Q3 2024.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.