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Greenwich Wealth Management’s IBM IBM Stock Holding History

Greenwich Wealth Management’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 		$14.1M Buy
58,098
+376
+0.7% +$102K 0.57% 30
2025
Q4 		$17.1M Sell
57,722
-344
-0.6% -$103K 0.76% 27
2025
Q3 		$16.4M Sell
58,066
-144
-0.2% -$37.7K 0.82% 21
2025
Q2 		$17.2M Sell
58,210
-245
-0.4% -$63.1K 0.83% 18
2025
Q1 		$14.5M Sell
58,455
-124
-0.2% -$30.3K 1.1% 15
2024
Q4 		$12.9M Sell
58,579
-601
-1% -$134K 0.91% 17
2024
Q3 		$13.1M Buy
59,180
+32
+0.1% +$6.27K 0.89% 15
2024
Q2 		$10.2M Sell
59,148
-51
-0.1% -$8.86K 0.75% 21
2024
Q1 		$11.3M Buy
59,199
+164
+0.3% +$29.9K 0.9% 17
2023
Q4 		$9.65M Sell
59,035
-530
-0.9% -$80.1K 0.95% 16
2023
Q3 		$8.36M Sell
59,565
-1,104
-2% -$157K 0.88% 18
2023
Q2 		$8.12M Buy
60,669
+203
+0.3% +$26.2K 0.85% 18
2023
Q1 		$7.93M Sell
60,466
-224
-0.4% -$30K 0.86% 18
2022
Q4 		$8.55M Sell
60,690
-539
-0.9% -$74.3K 0.94% 19
2022
Q3 		$7.28M Buy
61,229
+1,209
+2% +$159K 0.78% 20
2022
Q2 		$8.47M Sell
60,020
-290
-0.5% -$39.1K 1.12% 17
2022
Q1 		$7.84M Sell
60,310
-1,901
-3% -$248K 0.8% 18
2021
Q4 		$8.31M Sell
62,211
-2,367
-4% -$297K 0.68% 20
2021
Q3 		$8.58M Buy
64,578
+680
+1% +$90.9K 0.71% 17
2021
Q2 		$8.96M Sell
63,898
-4,303
-6% -$588K 0.76% 16
2021
Q1 		$8.69M Buy
68,201
+1,530
+2% +$183K 0.69% 14
2020
Q4 		$8.02M Buy
66,671
+713
+1% +$82.4K 0.7% 15
2020
Q3 		$7.67M Buy
65,958
+351
+0.5% +$41.3K 1.37% 15
2020
Q2 		$7.58M Sell
65,607
-5,221
-7% -$606K 1.45% 16
2020
Q1 		$7.51M Sell
70,828
-779
-1% -$98.5K 1.6% 15
2019
Q4 		$9.18M Buy
71,607
+998
+1% +$130K 1.85% 12
2019
Q3 		$9.82M Sell
70,609
-24
-0% -$3.24K 1.92% 12
2019
Q2 		$9.31M Buy
70,633
+552
+0.8% +$72.5K 1.6% 13
2019
Q1 		$9.45M Buy
70,081
+49
+0.1% +$6.25K 1.67% 12
2018
Q4 		$7.61M Buy
70,032
+2,743
+4% +$329K 1.52% 14
2018
Q3 		$9.73M Sell
67,289
-2,876
-4% -$402K 1.7% 13
2018
Q2 		$9.37M Buy
70,165
+560
+0.8% +$78.1K 1.66% 12
2018
Q1 		$10.2M Sell
69,605
-144
-0.2% -$21.8K 1.61% 12
2017
Q4 		$10.2M Buy
69,749
+21
+0% +$3.05K 1.71% 10
2017
Q3 		$9.67M Sell
69,728
-2,485
-3% -$346K 1.66% 11
2017
Q2 		$10.6M Buy
72,213
+1,198
+2% +$181K 1.78% 9
2017
Q1 		$11.8M Sell
71,015
-3,664
-5% -$614K 1.57% 10
2016
Q4 		$11.9M Buy
74,679
+8,293
+12% +$1.26M 1.5% 10
2016
Q3 		$10.1M Sell
66,386
-241
-0.4% -$36.6K 1.78% 9
2016
Q2 		$9.67M Buy
66,627
+1,973
+3% +$282K 2.34% 9
2016
Q1 		$9.36M Sell
64,654
-20,613
-24% -$2.63M 2.42% 8
2015
Q4 		$11.2M Buy
85,267
+823
+1% +$111K 2.75% 9
2015
Q3 		$11.7M Buy
84,444
+74,135
+719% +$10.9M 2.83% 7
2015
Q2 		$1.6M Buy
10,309
+226
+2% +$36.3K 0.2% 91
2015
Q1 		$1.55M Buy
10,083
+2,921
+41% +$443K 0.18% 93
2014
Q4 		$1.1M Sell
7,162
-498
-7% -$79.2K 0.07% 103
2014
Q3 		$1.39M Buy
7,660
+1,616
+27% +$294K 0.09% 100
2014
Q2 		$1.05M Buy
6,044
+869
+17% +$156K 0.07% 103
2014
Q1 		$952K Buy
5,175
+405
+8% +$71.3K 0.07% 101
2013
Q4 		$855K Buy
4,770
+2,139
+81% +$369K 0.09% 108
2013
Q3 		$466K Buy
2,631
+1,308
+99% +$238K 0.03% 122
2013
Q2 		$242K Buy
+1,323
New +$258K 0.02% 135

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

Greenwich Wealth Management's IBM Position: Q1 2026 in Review

Greenwich Wealth Management increased its IBM (IBM) stake by 0.65% in Q1 2026, buying an estimated $102K and bringing the position to 58,098 shares worth $14.1M. The position accounts for 0.57% of the portfolio, ranked #30.

Greenwich Wealth Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.2M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Greenwich Wealth Management held 58,098 shares of IBM worth $14.1M as of Q1 2026.
  • Greenwich Wealth Management bought 376 IBM shares in Q1 2026, an estimated $102K.
  • IBM made up 0.57% of Greenwich Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Greenwich Wealth Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Greenwich Wealth Management's IBM position peaked at $17.2M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.