First Manhattan
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First Manhattan’s IBM IBM Stock Holding History

First Manhattan’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 		$32.9M Buy
135,682
+26,896
+25% +$7.28M 0.09% 86
2025
Q4 		$32.2M Sell
108,786
-110
-0.1% -$32.9K 0.08% 90
2025
Q3 		$30.7M Buy
108,896
+4,998
+5% +$1.31M 0.08% 90
2025
Q2 		$30.6M Sell
103,898
-3,564
-3% -$918K 0.09% 89
2025
Q1 		$26.7M Sell
107,462
-2,964
-3% -$725K 0.08% 93
2024
Q4 		$24.3M Sell
110,426
-133
-0.1% -$29.6K 0.07% 94
2024
Q3 		$24.4M Sell
110,559
-2,875
-3% -$564K 0.07% 95
2024
Q2 		$19.6M Buy
113,434
+1,982
+2% +$344K 0.06% 105
2024
Q1 		$21.3M Sell
111,452
-10,018
-8% -$1.83M 0.07% 96
2023
Q4 		$19.9M Sell
121,470
-3,582
-3% -$541K 0.07% 98
2023
Q3 		$17.5M Sell
125,052
-1,788
-1% -$254K 0.06% 109
2023
Q2 		$17M Sell
126,840
-31,441
-20% -$4.06M 0.06% 104
2023
Q1 		$20.7M Sell
158,281
-34,964
-18% -$4.68M 0.08% 98
2022
Q4 		$27.2M Buy
193,245
+27,291
+16% +$3.76M 0.1% 85
2022
Q3 		$19.7M Buy
165,954
+2,367
+1% +$311K 0.08% 99
2022
Q2 		$23.1M Sell
163,587
-2,658
-2% -$359K 0.09% 94
2022
Q1 		$21.6M Sell
166,245
-14,108
-8% -$1.84M 0.07% 107
2021
Q4 		$24.1M Sell
180,353
-10,007
-5% -$1.26M 0.08% 103
2021
Q3 		$25.3M Sell
190,360
-15,821
-8% -$2.11M 0.09% 97
2021
Q2 		$28.9M Sell
206,181
-13,730
-6% -$1.88M 0.11% 87
2021
Q1 		$28M Sell
219,911
-16,809
-7% -$2.01M 0.12% 91
2020
Q4 		$28.5M Sell
236,720
-16,462
-7% -$1.9M 0.14% 87
2020
Q3 		$29.4M Sell
253,182
-61,735
-20% -$7.27M 0.15% 82
2020
Q2 		$36.4M Sell
314,917
-20,531
-6% -$2.38M 0.21% 67
2020
Q1 		$35.6M Sell
335,448
-7,984
-2% -$1.01M 0.23% 59
2019
Q4 		$44M Sell
343,432
-7,177
-2% -$933K 0.22% 68
2019
Q3 		$48.7M Sell
350,609
-4,303
-1% -$580K 0.27% 61
2019
Q2 		$46.8M Sell
354,912
-16,268
-4% -$2.14M 0.26% 63
2019
Q1 		$50.1M Sell
371,180
-15,051
-4% -$1.92M 0.29% 56
2018
Q4 		$42M Sell
386,231
-27,244
-7% -$3.27M 0.26% 61
2018
Q3 		$59.8M Sell
413,475
-8,646
-2% -$1.21M 0.32% 52
2018
Q2 		$56.4M Sell
422,121
-16,042
-4% -$2.24M 0.33% 56
2018
Q1 		$64.3M Sell
438,163
-25,047
-5% -$3.79M 0.37% 51
2017
Q4 		$67.9M Sell
463,210
-74,694
-14% -$10.9M 0.37% 51
2017
Q3 		$74.6M Sell
537,904
-166,688
-24% -$23.2M 0.43% 41
2017
Q2 		$104M Sell
704,592
-137,785
-16% -$20.8M 0.6% 29
2017
Q1 		$140M Buy
842,377
+27,308
+3% +$4.58M 0.83% 22
2016
Q4 		$129M Sell
815,069
-29,782
-4% -$4.54M 0.79% 23
2016
Q3 		$128M Sell
844,851
-20,711
-2% -$3.14M 0.78% 24
2016
Q2 		$126M Sell
865,562
-6,201
-0.7% -$888K 0.77% 26
2016
Q1 		$126M Sell
871,763
-12,644
-1% -$1.62M 0.78% 28
2015
Q4 		$116M Sell
884,407
-20,666
-2% -$2.78M 0.71% 31
2015
Q3 		$125M Sell
905,073
-8,959
-1% -$1.32M 0.81% 25
2015
Q2 		$142M Sell
914,032
-5,963
-0.6% -$958K 0.84% 26
2015
Q1 		$141M Sell
919,995
-15,335
-2% -$2.33M 0.81% 27
2014
Q4 		$143M Sell
935,330
-27,383
-3% -$4.36M 0.81% 26
2014
Q3 		$175M Sell
962,713
-10,802
-1% -$1.97M 1.02% 19
2014
Q2 		$169M Sell
973,515
-31,343
-3% -$5.64M 1.07% 17
2014
Q1 		$185M Sell
1,004,858
-31,186
-3% -$5.49M 1.22% 14
2013
Q4 		$186M Sell
1,036,044
-170,243
-14% -$29.4M 1.23% 14
2013
Q3 		$214M Sell
1,206,287
-169,802
-12% -$30.9M 1.49% 14
2013
Q2 		$258M Buy
+1,376,089
New +$268M 1.78% 7

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 Manhattan's IBM Position: Q1 2026 in Review

First Manhattan increased its IBM (IBM) stake by 25% in Q1 2026, buying an estimated $7.28M and bringing the position to 135,682 shares worth $32.9M. The position accounts for 0.09% of the portfolio, ranked #86.

First Manhattan first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $258M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • First Manhattan held 135,682 shares of IBM worth $32.9M as of Q1 2026.
  • First Manhattan bought 26,896 IBM shares in Q1 2026, an estimated $7.28M.
  • IBM made up 0.09% of First Manhattan's portfolio in Q1 2026, its #86 holding.
  • First Manhattan first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • First Manhattan's IBM position peaked at $258M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.