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Fortress Private Ledger’s IBM IBM Stock Holding History

Fortress Private Ledger’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 		$1.02M Sell
4,226
-244
-5% -$66K 0.32% 71
2025
Q4 		$1.32M Buy
4,470
+592
+15% +$177K 0.44% 49
2025
Q3 		$1.09M Buy
3,878
+214
+6% +$56K 0.4% 56
2025
Q2 		$1.08M Buy
3,664
+168
+5% +$43.3K 0.49% 48
2025
Q1 		$869K Buy
3,496
+235
+7% +$57.5K 0.48% 48
2024
Q4 		$717K Buy
+3,261
New +$726K 0.44% 52

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

Fortress Private Ledger's IBM Position: Q1 2026 in Review

Fortress Private Ledger reduced its IBM (IBM) stake by 5.5% in Q1 2026, selling an estimated $66K and leaving 4,226 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #71.

Fortress Private Ledger first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Fortress Private Ledger held 4,226 shares of IBM worth $1.02M as of Q1 2026.
  • Fortress Private Ledger sold 244 IBM shares in Q1 2026, an estimated $66K.
  • IBM made up 0.32% of Fortress Private Ledger's portfolio in Q1 2026, its #71 holding.
  • Fortress Private Ledger first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Fortress Private Ledger's IBM position peaked at $1.32M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.