First Trust Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $807M | Buy |
3,330,537
+1,117,210
| +50% | +$302M | 0.58% | 19 |
|
|
2025
Q4 | $656M | Sell |
2,213,327
-839,553
| -28% | -$251M | 0.48% | 30 |
|
|
2025
Q3 | $861M | Buy |
3,052,880
+865,253
| +40% | +$226M | 0.64% | 13 |
|
|
2025
Q2 | $645M | Sell |
2,187,627
-831,158
| -28% | -$214M | 0.52% | 23 |
|
|
2025
Q1 | $751M | Sell |
3,018,785
-1,005,204
| -25% | -$246M | 0.66% | 11 |
|
|
2024
Q4 | $885M | Buy |
4,023,989
+840,064
| +26% | +$187M | 0.78% | 6 |
|
|
2024
Q3 | $704M | Sell |
3,183,925
-382,768
| -11% | -$75.1M | 0.67% | 13 |
|
|
2024
Q2 | $617M | Buy |
3,566,693
+360,122
| +11% | +$62.6M | 0.63% | 16 |
|
|
2024
Q1 | $612M | Buy |
3,206,571
+81,186
| +3% | +$14.8M | 0.62% | 15 |
|
|
2023
Q4 | $511M | Sell |
3,125,385
-361,930
| -10% | -$54.7M | 0.56% | 18 |
|
|
2023
Q3 | $489M | Sell |
3,487,315
-401,812
| -10% | -$57.2M | 0.58% | 16 |
|
|
2023
Q2 | $520M | Buy |
3,889,127
+36,844
| +1% | +$4.75M | 0.59% | 17 |
|
|
2023
Q1 | $505M | Buy |
3,852,283
+538,232
| +16% | +$72M | 0.58% | 14 |
|
|
2022
Q4 | $467M | Sell |
3,314,051
-207,937
| -6% | -$28.7M | 0.56% | 14 |
|
|
2022
Q3 | $418M | Sell |
3,521,988
-241,170
| -6% | -$31.6M | 0.54% | 14 |
|
|
2022
Q2 | $531M | Buy |
3,763,158
+338,976
| +10% | +$45.8M | 0.66% | 6 |
|
|
2022
Q1 | $445M | Sell |
3,424,182
-200,548
| -6% | -$26.2M | 0.46% | 22 |
|
|
2021
Q4 | $484M | Buy |
3,624,730
+327,353
| +10% | +$41.1M | 0.47% | 26 |
|
|
2021
Q3 | $438M | Sell |
3,297,377
-157,216
| -5% | -$21M | 0.47% | 25 |
|
|
2021
Q2 | $484M | Sell |
3,454,593
-177,089
| -5% | -$24.2M | 0.52% | 21 |
|
|
2021
Q1 | $463M | Buy |
3,631,682
+250,855
| +7% | +$30M | 0.56% | 21 |
|
|
2020
Q4 | $407M | Buy |
3,380,827
+252,166
| +8% | +$29.1M | 0.54% | 24 |
|
|
2020
Q3 | $364M | Buy |
3,128,661
+403,776
| +15% | +$47.5M | 0.58% | 24 |
|
|
2020
Q2 | $315M | Buy |
2,724,885
+434,268
| +19% | +$50.4M | 0.55% | 26 |
|
|
2020
Q1 | $243M | Sell |
2,290,617
-35,754
| -2% | -$4.52M | 0.55% | 19 |
|
|
2019
Q4 | $298M | Buy |
2,326,371
+315,685
| +16% | +$41M | 0.51% | 21 |
|
|
2019
Q3 | $280M | Sell |
2,010,686
-370,471
| -16% | -$50M | 0.53% | 22 |
|
|
2019
Q2 | $314M | Buy |
2,381,157
+651,893
| +38% | +$85.6M | 0.59% | 19 |
|
|
2019
Q1 | $233M | Sell |
1,729,264
-271,992
| -14% | -$34.7M | 0.46% | 26 |
|
|
2018
Q4 | $217M | Buy |
2,001,256
+499,285
| +33% | +$59.9M | 0.52% | 23 |
|
|
2018
Q3 | $217M | Sell |
1,501,971
-45,862
| -3% | -$6.41M | 0.4% | 31 |
|
|
2018
Q2 | $207M | Sell |
1,547,833
-71,135
| -4% | -$9.92M | 0.43% | 27 |
|
|
2018
Q1 | $237M | Buy |
1,618,968
+66,039
| +4% | +$9.99M | 0.55% | 20 |
|
|
2017
Q4 | $228M | Buy |
1,552,929
+154,333
| +11% | +$22.4M | 0.54% | 18 |
|
|
2017
Q3 | $194M | Buy |
1,398,596
+97,911
| +8% | +$13.6M | 0.5% | 20 |
|
|
2017
Q2 | $191M | Buy |
1,300,685
+142,176
| +12% | +$21.4M | 0.51% | 21 |
|
|
2017
Q1 | $193M | Sell |
1,158,509
-13,746
| -1% | -$2.3M | 0.53% | 20 |
|
|
2016
Q4 | $186M | Buy |
1,172,255
+3,325
| +0.3% | +$506K | 0.55% | 19 |
|
|
2016
Q3 | $178M | Buy |
1,168,930
+109,491
| +10% | +$16.6M | 0.53% | 17 |
|
|
2016
Q2 | $154M | Buy |
1,059,439
+433,245
| +69% | +$62M | 0.48% | 21 |
|
|
2016
Q1 | $90.7M | Buy |
626,194
+25,355
| +4% | +$3.24M | 0.29% | 56 |
|
|
2015
Q4 | $79.1M | Buy |
600,839
+80,241
| +15% | +$10.8M | 0.21% | 111 |
|
|
2015
Q3 | $72.2M | Sell |
520,598
-44,529
| -8% | -$6.58M | 0.21% | 104 |
|
|
2015
Q2 | $87.9M | Sell |
565,127
-29,082
| -5% | -$4.67M | 0.23% | 91 |
|
|
2015
Q1 | $91.2M | Buy |
594,209
+22,973
| +4% | +$3.48M | 0.27% | 76 |
|
|
2014
Q4 | $87.6M | Buy |
571,236
+128,504
| +29% | +$20.4M | 0.3% | 59 |
|
|
2014
Q3 | $80.3M | Buy |
442,732
+70,525
| +19% | +$12.8M | 0.32% | 46 |
|
|
2014
Q2 | $64.5M | Buy |
372,207
+87,401
| +31% | +$15.7M | 0.27% | 54 |
|
|
2014
Q1 | $52.4M | Buy |
284,806
+64,544
| +29% | +$11.4M | 0.23% | 70 |
|
|
2013
Q4 | $39.5M | Buy |
220,262
+86,227
| +64% | +$14.9M | 0.19% | 101 |
|
|
2013
Q3 | $23.7M | Buy |
134,035
+31,231
| +30% | +$5.68M | 0.13% | 177 |
|
|
2013
Q2 | $18.8M | Buy |
+102,804
| New | +$20M | 0.12% | 209 |
|
Other funds holding IBM
VCM
VPM
First Trust Advisors's IBM Position: Q1 2026 in Review
First Trust Advisors increased its IBM (IBM) stake by 50% in Q1 2026, buying an estimated $302M and bringing the position to 3,330,537 shares worth $807M. The position accounts for 0.58% of the portfolio, ranked #19.
First Trust Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $885M in Q4 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- First Trust Advisors held 3,330,537 shares of IBM worth $807M as of Q1 2026.
- First Trust Advisors bought 1,117,210 IBM shares in Q1 2026, an estimated $302M.
- IBM made up 0.58% of First Trust Advisors's portfolio in Q1 2026, its #19 holding.
- First Trust Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- First Trust Advisors's IBM position peaked at $885M in Q4 2024.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.