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Great Valley Advisor Group’s IBM IBM Stock Holding History

Great Valley Advisor Group’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 		$3.9M Buy
16,101
+703
+5% +$190K 0.07% 243
2025
Q4 		$4.56M Buy
15,398
+214
+1% +$64.1K 0.09% 204
2025
Q3 		$4.28M Buy
15,184
+787
+5% +$206K 0.09% 206
2025
Q2 		$4.24M Sell
14,397
-218
-1% -$56.2K 0.09% 196
2025
Q1 		$3.63M Sell
14,615
-46
-0.3% -$11.3K 0.08% 226
2024
Q4 		$3.22M Buy
14,661
+12
+0.1% +$2.67K 0.07% 248
2024
Q3 		$3.24M Buy
14,649
+180
+1% +$35.3K 0.08% 247
2024
Q2 		$2.5M Buy
14,469
+89
+0.6% +$15.5K 0.07% 258
2024
Q1 		$2.75M Buy
14,380
+825
+6% +$151K 0.08% 228
2023
Q4 		$2.22M Sell
13,555
-140
-1% -$21.2K 0.08% 223
2023
Q3 		$1.92M Buy
13,695
+760
+6% +$108K 0.08% 225
2023
Q2 		$1.73M Buy
12,935
+537
+4% +$69.3K 0.07% 232
2023
Q1 		$1.63M Sell
12,398
-2,213
-15% -$296K 0.08% 235
2022
Q4 		$2.06M Buy
14,611
+1,408
+11% +$194K 0.11% 211
2022
Q3 		$1.57M Buy
13,203
+1,168
+10% +$153K 0.09% 226
2022
Q2 		$1.7M Buy
12,035
+1,338
+13% +$181K 0.09% 215
2022
Q1 		$1.39M Buy
10,697
+482
+5% +$62.9K 0.08% 240
2021
Q4 		$1.37M Buy
10,215
+2,321
+29% +$291K 0.08% 229
2021
Q3 		$1.05M Sell
7,894
-264
-3% -$35.3K 0.07% 242
2021
Q2 		$1.14M Sell
8,158
-556
-6% -$76K 0.08% 224
2021
Q1 		$1.11M Buy
8,714
+316
+4% +$37.8K 0.11% 189
2020
Q4 		$1.01M Buy
8,398
+3,169
+61% +$366K 0.1% 182
2020
Q3 		$608K Buy
5,229
+725
+16% +$85.4K 0.07% 217
2020
Q2 		$520K Buy
4,504
+203
+5% +$23.6K 0.09% 230
2020
Q1 		$456K Sell
4,301
-571
-12% -$72.2K 0.12% 184
2019
Q4 		$625K Sell
4,872
-107
-2% -$13.9K 0.14% 183
2019
Q3 		$693K Buy
4,979
+243
+5% +$32.8K 0.17% 164
2019
Q2 		$625K Buy
4,736
+1,228
+35% +$161K 0.16% 168
2019
Q1 		$473K Buy
3,508
+1
+0% +$127 0.15% 162
2018
Q4 		$381K Buy
+3,507
New +$421K 0.14% 134

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

Great Valley Advisor Group's IBM Position: Q1 2026 in Review

Great Valley Advisor Group increased its IBM (IBM) stake by 4.6% in Q1 2026, buying an estimated $190K and bringing the position to 16,101 shares worth $3.9M. The position accounts for 0.07% of the portfolio, ranked #243.

Great Valley Advisor Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.56M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Great Valley Advisor Group held 16,101 shares of IBM worth $3.9M as of Q1 2026.
  • Great Valley Advisor Group bought 703 IBM shares in Q1 2026, an estimated $190K.
  • IBM made up 0.07% of Great Valley Advisor Group's portfolio in Q1 2026, its #243 holding.
  • Great Valley Advisor Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's IBM position peaked at $4.56M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.