GFA
IBM icon

Gallagher Fiduciary Advisors’s IBM IBM Stock Holding History

Gallagher Fiduciary 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 		$1.08M Buy
4,445
+58
+1% +$15.7K 0.04% 70
2025
Q4 		$1.3M Buy
4,387
+172
+4% +$51.5K 0.04% 77
2025
Q3 		$1.19M Buy
4,215
+82
+2% +$21.5K 0.04% 69
2025
Q2 		$1.22M Buy
4,133
+315
+8% +$81.2K 0.05% 65
2025
Q1 		$949K Buy
3,818
+36
+1% +$8.81K 0.03% 90
2024
Q4 		$831K Buy
3,782
+381
+11% +$84.9K 0.16% 73
2024
Q3 		$752K Buy
3,401
+516
+18% +$101K 0.15% 75
2024
Q2 		$499K Buy
2,885
+719
+33% +$125K 0.11% 105
2024
Q1 		$414K Buy
2,166
+470
+28% +$85.7K 0.01% 123
2023
Q4 		$277K Buy
1,696
+1
+0.1% +$151 0.01% 151
2023
Q3 		$238K Buy
+1,695
New +$241K 0.02% 150

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

Gallagher Fiduciary Advisors's IBM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its IBM (IBM) stake by 1.3% in Q1 2026, buying an estimated $15.7K and bringing the position to 4,445 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #70.

Gallagher Fiduciary Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Gallagher Fiduciary Advisors held 4,445 shares of IBM worth $1.08M as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 58 IBM shares in Q1 2026, an estimated $15.7K.
  • IBM made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #70 holding.
  • Gallagher Fiduciary Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Gallagher Fiduciary Advisors's IBM position peaked at $1.3M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.