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Genesee Capital Advisors’s IBM IBM Stock Holding History

Genesee Capital 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 		$1.23M Sell
5,064
-1,792
-26% -$485K 0.51% 45
2025
Q4 		$2.03M Buy
6,856
+53
+0.8% +$15.9K 0.82% 31
2025
Q3 		$1.92M Buy
6,803
+29
+0.4% +$7.59K 0.83% 29
2025
Q2 		$2M Buy
6,774
+14
+0.2% +$3.61K 0.89% 26
2025
Q1 		$1.68M Buy
6,760
+337
+5% +$82.4K 0.84% 29
2024
Q4 		$1.41M Sell
6,423
-309
-5% -$68.8K 0.66% 37
2024
Q3 		$1.49M Sell
6,732
-321
-5% -$62.9K 0.72% 35
2024
Q2 		$1.22M Buy
7,053
+4,487
+175% +$780K 0.6% 42
2024
Q1 		$490K Hold
2,566
– – 0.27% 71
2023
Q4 		$420K Hold
2,566
– – 0.26% 70
2023
Q3 		$360K Hold
2,566
– – 0.26% 70
2023
Q2 		$343K Sell
2,566
-50
-2% -$6.45K 0.23% 65
2023
Q1 		$343K Hold
2,616
– – 0.24% 62
2022
Q4 		$369K Sell
2,616
-34
-1% -$4.69K 0.27% 61
2022
Q3 		$315K Hold
2,650
– – 0.24% 67
2022
Q2 		$374K Hold
2,650
– – 0.26% 69
2022
Q1 		$345K Buy
2,650
+50
+2% +$6.52K 0.18% 82
2021
Q4 		$348K Sell
2,600
-153
-6% -$19.2K 0.17% 80
2021
Q3 		$366K Buy
+2,753
New +$368K 0.18% 79
2021
Q2 		– Sell
-2,800
Closed -$357K – 83
2021
Q1 		$357K Buy
2,800
+591
+27% +$70.7K 0.21% 68
2020
Q4 		$265K Hold
2,209
– – 0.17% 71
2020
Q3 		$256K Hold
2,209
– – 0.21% 66
2020
Q2 		$255K Hold
2,209
– – 0.24% 63
2020
Q1 		$234K Sell
2,209
-32
-1% -$4.05K 0.22% 66
2019
Q4 		$287K Buy
2,241
+2
+0.1% +$260 0.24% 60
2019
Q3 		$311K Hold
2,239
– – 0.29% 59
2019
Q2 		$295K Buy
+2,239
New +$294K 0.3% 58

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

Genesee Capital Advisors's IBM Position: Q1 2026 in Review

Genesee Capital Advisors reduced its IBM (IBM) stake by 26% in Q1 2026, selling an estimated $485K and leaving 5,064 shares worth $1.23M. The position accounts for 0.51% of the portfolio, ranked #45.

Genesee Capital Advisors first reported a position in IBM in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Genesee Capital Advisors held 5,064 shares of IBM worth $1.23M as of Q1 2026.
  • Genesee Capital Advisors sold 1,792 IBM shares in Q1 2026, an estimated $485K.
  • IBM made up 0.51% of Genesee Capital Advisors's portfolio in Q1 2026, its #45 holding.
  • Genesee Capital Advisors first reported a position in IBM in Q2 2019 and has held it in 27 quarters since.
  • Genesee Capital Advisors's IBM position peaked at $2.03M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.