Foundation Resource Management’s IBM IBM Stock Holding History

Foundation Resource Management’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	$339K	Hold	1,399	–	–	0.04%	51
2025 Q4	$414K	Hold	1,399	–	–	0.06%	49
2025 Q3	$395K	Hold	1,399	–	–	0.06%	48
2025 Q2	$412K	Hold	1,399	–	–	0.06%	48
2025 Q1	$348K	Hold	1,399	–	–	0.05%	47
2024 Q4	$308K	Hold	1,399	–	–	0.05%	49
2024 Q3	$309K	Hold	1,399	–	–	0.05%	48
2024 Q2	$242K	Hold	1,399	–	–	0.04%	50
2024 Q1	$267K	Hold	1,399	–	–	0.04%	50
2023 Q4	$229K	Sell	1,399 -50	-3%	-$7.55K	0.04%	50
2023 Q3	$203K	Buy	+1,449	New	+$206K	0.03%	51
2023 Q1	–	Sell	-1,449	Closed	-$204K	–	53
2022 Q4	$204K	Buy	+1,449	New	+$200K	0.03%	52
2022 Q3	–	Sell	-1,449	Closed	-$205K	–	52
2022 Q2	$205K	Buy	+1,449	New	+$196K	0.04%	51
2022 Q1	–	Sell	-1,524	Closed	-$204K	–	53
2021 Q4	$204K	Sell	1,524 -70	-4%	-$8.78K	0.04%	50
2021 Q3	$212K	Hold	1,594	–	–	0.05%	49
2021 Q2	$223K	Hold	1,594	–	–	0.05%	48
2021 Q1	$203K	Buy	+1,594	New	+$191K	0.05%	49
2020 Q1	–	Sell	-1,640	Closed	-$210K	–	54
2019 Q4	$210K	Hold	1,640	–	–	0.05%	53
2019 Q3	$228K	Sell	1,640 -131	-7%	-$17.7K	0.05%	54
2019 Q2	$233K	Buy	1,771 +79	+5%	+$10.4K	0.05%	53
2019 Q1	$228K	Buy	+1,692	New	+$216K	0.05%	55
2018 Q4	–	Sell	-1,878	Closed	-$271K	–	57
2018 Q3	$271K	Hold	1,878	–	–	0.05%	53
2018 Q2	$251K	Hold	1,878	–	–	0.05%	53
2018 Q1	$275K	Hold	1,878	–	–	0.06%	54
2017 Q4	$275K	Hold	1,878	–	–	0.05%	57
2017 Q3	$260K	Sell	1,878 -399	-18%	-$55.6K	0.04%	56
2017 Q2	$335K	Hold	2,277	–	–	0.06%	53
2017 Q1	$379K	Buy	2,277 +52	+2%	+$8.72K	0.07%	50
2016 Q4	$353K	Hold	2,225	–	–	0.06%	53
2016 Q3	$338K	Hold	2,225	–	–	0.06%	55
2016 Q2	$323K	Hold	2,225	–	–	0.06%	53
2016 Q1	$322K	Hold	2,225	–	–	0.07%	52
2015 Q4	$293K	Sell	2,225 -97	-4%	-$13K	0.06%	53
2015 Q3	$322K	Hold	2,322	–	–	0.07%	52
2015 Q2	$361K	Hold	2,322	–	–	0.07%	53
2015 Q1	$356K	Hold	2,322	–	–	0.06%	58
2014 Q4	$356K	Sell	2,322 -105	-4%	-$16.7K	0.05%	61
2014 Q3	$440K	Hold	2,427	–	–	0.06%	58
2014 Q2	$421K	Hold	2,427	–	–	0.05%	59
2014 Q1	$447K	Hold	2,427	–	–	0.06%	60
2013 Q4	$435K	Sell	2,427 -11	-0.5%	-$1.9K	0.05%	59
2013 Q3	$432K	Hold	2,438	–	–	0.06%	57
2013 Q2	$445K	Buy	+2,438	New	+$475K	0.06%	60

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundation Resource Management's IBM Position: Q1 2026 in Review

Foundation Resource Management held its IBM (IBM) position steady in Q1 2026 at 1,399 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #51.

Foundation Resource Management first reported a position in IBM in Q2 2013 and has held it in 43 quarters since. The position peaked at $447K in Q1 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Foundation Resource Management held 1,399 shares of IBM worth $339K as of Q1 2026.
Foundation Resource Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.04% of Foundation Resource Management's portfolio in Q1 2026, its #51 holding.
Foundation Resource Management first reported a position in IBM in Q2 2013 and has held it in 43 quarters since.
Foundation Resource Management's IBM position peaked at $447K in Q1 2014.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.