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Fort Sheridan Advisors’s IBM IBM Stock Holding History

Fort Sheridan Advisors’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 		$2.25M Buy
9,263
+923
+11% +$250K 0.27% 69
2025
Q4 		$2.47M Sell
8,340
-30
-0.4% -$8.98K 0.31% 53
2025
Q3 		$2.36M Buy
8,370
+22
+0.3% +$5.76K 0.31% 58
2025
Q2 		$2.46M Sell
8,348
-100
-1% -$25.8K 0.35% 53
2025
Q1 		$2.1M Sell
8,448
-49
-0.6% -$12K 0.32% 60
2024
Q4 		$1.87M Sell
8,497
-793
-9% -$177K 0.27% 66
2024
Q3 		$2.05M Buy
9,290
+82
+0.9% +$16.1K 0.31% 63
2024
Q2 		$1.59M Buy
9,208
+2,075
+29% +$361K 0.26% 70
2024
Q1 		$1.36M Buy
7,133
+267
+4% +$48.7K 0.26% 72
2023
Q4 		$1.12M Sell
6,866
-20
-0.3% -$3.02K 0.22% 73
2023
Q3 		$966K Hold
6,886
– – 0.22% 80
2023
Q2 		$921K Hold
6,886
– – 0.21% 81
2023
Q1 		$903K Buy
6,886
+80
+1% +$10.7K 0.23% 79
2022
Q4 		$959K Sell
6,806
-400
-6% -$55.2K 0.31% 56
2022
Q3 		$856K Hold
7,206
– – 0.29% 63
2022
Q2 		$1.02M Buy
7,206
+28
+0.4% +$3.78K 0.33% 53
2022
Q1 		$933K Buy
7,178
+200
+3% +$26.1K 0.27% 65
2021
Q4 		$933K Buy
6,978
+411
+6% +$51.5K 0.27% 64
2021
Q3 		$872K Hold
6,567
– – 0.29% 62
2021
Q2 		$920K Hold
6,567
– – 0.31% 56
2021
Q1 		$837K Buy
6,567
+444
+7% +$53.1K 0.33% 53
2020
Q4 		$737K Buy
6,123
+680
+12% +$78.6K 0.36% 45
2020
Q3 		$633K Hold
5,443
– – 0.37% 46
2020
Q2 		$628K Buy
5,443
+209
+4% +$24.3K 0.39% 41
2020
Q1 		$555K Buy
+5,234
New +$662K 0.41% 39

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

Fort Sheridan Advisors's IBM Position: Q1 2026 in Review

Fort Sheridan Advisors increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $250K and bringing the position to 9,263 shares worth $2.25M. The position accounts for 0.27% of the portfolio, ranked #69.

Fort Sheridan Advisors first reported a position in IBM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.47M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Fort Sheridan Advisors held 9,263 shares of IBM worth $2.25M as of Q1 2026.
  • Fort Sheridan Advisors bought 923 IBM shares in Q1 2026, an estimated $250K.
  • IBM made up 0.27% of Fort Sheridan Advisors's portfolio in Q1 2026, its #69 holding.
  • Fort Sheridan Advisors first reported a position in IBM in Q1 2020 and has held it in 25 quarters since.
  • Fort Sheridan Advisors's IBM position peaked at $2.47M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.