Forty-three Eighteen Advisors’s IBM IBM Stock Holding History

Forty-three Eighteen 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	–	Sell	-6,964	Closed	-$2.06M	–	82
2025 Q4	$2.06M	Buy	+6,964	New	+$2.09M	1.6%	17

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forty-three Eighteen Advisors's IBM Position: Q1 2026 in Review

Forty-three Eighteen Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 6,964 shares — an estimated $2.06M sold.

Forty-three Eighteen Advisors first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $2.06M in Q4 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Forty-three Eighteen Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Forty-three Eighteen Advisors sold 6,964 IBM shares in Q1 2026, an estimated $2.06M.
Forty-three Eighteen Advisors first reported a position in IBM in Q4 2025 and held it in 1 quarter.
Forty-three Eighteen Advisors's IBM position peaked at $2.06M in Q4 2025.
3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q1 2026, filed 6 May 2026.