FCH
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Freestone Capital Holdings’s IBM IBM Stock Holding History

Freestone Capital Holdings’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 		$4.04M Buy
16,683
+1,070
+7% +$290K 0.12% 120
2025
Q4 		$4.62M Buy
15,613
+207
+1% +$62K 0.14% 105
2025
Q3 		$4.35M Buy
15,406
+1,378
+10% +$361K 0.13% 111
2025
Q2 		$4.14M Buy
14,028
+413
+3% +$106K 0.14% 107
2025
Q1 		$3.39M Sell
13,615
-216
-2% -$52.8K 0.13% 121
2024
Q4 		$3.04M Sell
13,831
-999
-7% -$222K 0.11% 128
2024
Q3 		$3.28M Sell
14,830
-730
-5% -$143K 0.11% 129
2024
Q2 		$2.69M Sell
15,560
-760
-5% -$132K 0.1% 140
2024
Q1 		$3.12M Buy
16,320
+1,799
+12% +$328K 0.12% 125
2023
Q4 		$2.37M Buy
14,521
+35
+0.2% +$5.29K 0.11% 143
2023
Q3 		$2.03M Sell
14,486
-157
-1% -$22.3K 0.11% 139
2023
Q2 		$1.96M Buy
14,643
+523
+4% +$67.5K 0.08% 142
2023
Q1 		$1.85M Buy
14,120
+376
+3% +$50.3K 0.08% 143
2022
Q4 		$1.94M Sell
13,744
-1,036
-7% -$143K 0.09% 141
2022
Q3 		$1.76M Sell
14,780
-678
-4% -$89K 0.08% 151
2022
Q2 		$2.18M Sell
15,458
-2,519
-14% -$340K 0.08% 159
2022
Q1 		$2.34M Buy
17,977
+437
+2% +$57K 0.09% 174
2021
Q4 		$2.34M Sell
17,540
-53
-0.3% -$6.65K 0.1% 168
2021
Q3 		$2.34M Buy
17,593
+1,388
+9% +$186K 0.12% 161
2021
Q2 		$2.27M Buy
16,205
+444
+3% +$60.7K 0.11% 164
2021
Q1 		$2.01M Sell
15,761
-66
-0.4% -$7.9K 0.11% 165
2020
Q4 		$1.9M Buy
15,827
+946
+6% +$109K 0.11% 163
2020
Q3 		$1.73M Buy
14,881
+627
+4% +$73.8K 0.11% 161
2020
Q2 		$1.65K Sell
14,254
-7,214
-34% -$838K 0.02% 173
2020
Q1 		$2.28K Sell
21,468
-19,788
-48% -$2.5M 0.05% 122
2019
Q4 		$5.29K Buy
41,256
+13,209
+47% +$1.72M 0.11% 70
2019
Q3 		$3.9K Buy
28,047
+12,931
+86% +$1.74M 0.09% 105
2019
Q2 		$1.99K Sell
15,116
-1,582
-9% -$208K 0.05% 163
2019
Q1 		$2.25M Sell
16,698
-2,382
-12% -$304K 0.13% 155
2018
Q4 		$2.07M Sell
19,080
-346
-2% -$41.5K 0.14% 158
2018
Q3 		$2.81M Buy
19,426
+352
+2% +$49.2K 0.02% 149
2018
Q2 		$2.55M Buy
19,074
+185
+1% +$25.8K 0.02% 143
2018
Q1 		$2.77M Buy
18,889
+227
+1% +$34.3K 0.16% 128
2017
Q4 		$3.15M Buy
18,662
+555
+3% +$80.7K 0.22% 119
2017
Q3 		$2.51M Buy
18,107
+38
+0.2% +$5.29K 0.18% 130
2017
Q2 		$2.66M Sell
18,069
-74
-0.4% -$11.2K 0.21% 122
2017
Q1 		$3.02M Sell
18,143
-483
-3% -$81K 0.23% 115
2016
Q4 		$2.96M Sell
18,626
-15,083
-45% -$2.3M 0.25% 87
2016
Q3 		$5.12M Sell
33,709
-3,332
-9% -$506K 0.47% 43
2016
Q2 		$5.38M Buy
37,041
+2,409
+7% +$345K 0.52% 38
2016
Q1 		$5.01M Buy
34,632
+3,825
+12% +$489K 0.53% 33
2015
Q4 		$4.05M Buy
30,807
+7,449
+32% +$1M 0.42% 39
2015
Q3 		$3.24M Buy
23,358
+17,112
+274% +$2.53M 0.35% 47
2015
Q2 		$971K Sell
6,246
-96
-2% -$15.4K 0.15% 98
2015
Q1 		$973K Buy
6,342
+2,870
+83% +$435K 0.15% 96
2014
Q4 		$533K Sell
3,472
-3,168
-48% -$504K 0.09% 132
2014
Q3 		$1.21M Sell
6,640
-925
-12% -$169K 0.21% 74
2014
Q2 		$1.31M Buy
7,565
+55
+0.7% +$9.9K 0.2% 85
2014
Q1 		$1.38M Sell
7,510
-19
-0.3% -$3.35K 0.24% 69
2013
Q4 		$1.35M Buy
+7,529
New +$1.3M 0.24% 66

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

Freestone Capital Holdings's IBM Position: Q1 2026 in Review

Freestone Capital Holdings increased its IBM (IBM) stake by 6.9% in Q1 2026, buying an estimated $290K and bringing the position to 16,683 shares worth $4.04M. The position accounts for 0.12% of the portfolio, ranked #120.

Freestone Capital Holdings first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.38M in Q2 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Freestone Capital Holdings held 16,683 shares of IBM worth $4.04M as of Q1 2026.
  • Freestone Capital Holdings bought 1,070 IBM shares in Q1 2026, an estimated $290K.
  • IBM made up 0.12% of Freestone Capital Holdings's portfolio in Q1 2026, its #120 holding.
  • Freestone Capital Holdings first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • Freestone Capital Holdings's IBM position peaked at $5.38M in Q2 2016.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.