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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 		– Sell
-400
Closed -$116K – 597
2025
Q4 		$116K Buy
+400
New +$120K ﹤0.01% 532
2017
Q4 		– Sell
-628
Closed -$87K – 350
2017
Q3 		$87K Buy
+628
New +$87.5K 0.01% 331

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.