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Greenwood Capital Associates’s IBM IBM Stock Holding History

Greenwood Capital Associates’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 		$11.8M Buy
48,490
+2,534
+6% +$686K 1.3% 14
2025
Q4 		$13.6M Sell
45,956
-1,197
-3% -$358K 1.48% 10
2025
Q3 		$13.3M Buy
47,153
+8,164
+21% +$2.14M 1.54% 10
2025
Q2 		$11.5M Sell
38,989
-9,768
-20% -$2.52M 1.43% 12
2025
Q1 		$12.1M Sell
48,757
-531
-1% -$130K 1.64% 10
2024
Q4 		$10.8M Sell
49,288
-22,542
-31% -$5.02M 1.41% 12
2024
Q3 		$15.9M Sell
71,830
-1,239
-2% -$243K 2.07% 8
2024
Q2 		$12.6M Buy
73,069
+6,448
+10% +$1.12M 1.66% 9
2024
Q1 		$12.7M Sell
66,621
-7,660
-10% -$1.4M 1.69% 8
2023
Q4 		$12.1M Buy
74,281
+10,877
+17% +$1.64M 1.57% 8
2023
Q3 		$8.9M Sell
63,404
-1,747
-3% -$249K 1.29% 17
2023
Q2 		$8.72M Sell
65,151
-188
-0.3% -$24.3K 1.22% 23
2023
Q1 		$8.57M Buy
65,339
+5,959
+10% +$797K 1.23% 25
2022
Q4 		$8.37M Buy
59,380
+10,737
+22% +$1.48M 1.37% 25
2022
Q3 		$5.78M Buy
48,643
+1,004
+2% +$132K 0.99% 34
2022
Q2 		$6.73M Buy
47,639
+47,589
+95,178% +$6.42M 1.08% 34
2022
Q1 		$7K Sell
50
-11,396
-100% -$1.49M ﹤0.01% 203
2021
Q4 		$1.53M Buy
11,446
+756
+7% +$94.8K 0.22% 86
2021
Q3 		$1.42M Buy
10,690
+2,620
+32% +$350K 0.22% 85
2021
Q2 		$1.13M Buy
8,070
+2,369
+42% +$324K 0.17% 100
2021
Q1 		$727K Buy
5,701
+375
+7% +$44.9K 0.11% 146
2020
Q4 		$641K Sell
5,326
-803
-13% -$92.8K 0.11% 138
2020
Q3 		$713K Buy
6,129
+1,295
+27% +$152K 0.14% 97
2020
Q2 		$558K Buy
4,834
+2,256
+88% +$262K 0.13% 91
2020
Q1 		$274K Sell
2,578
-39,572
-94% -$5M 0.08% 114
2019
Q4 		$5.4M Buy
42,150
+11,748
+39% +$1.53M 1.14% 36
2019
Q3 		$4.23M Buy
+30,402
New +$4.1M 1.03% 41
2018
Q2 		– Sell
-34,342
Closed -$5.04M – 208
2018
Q1 		$5.04M Buy
+34,342
New +$5.2M 1.23% 34
2017
Q3 		– Sell
-21,059
Closed -$3.1M – 214
2017
Q2 		$3.1M Sell
21,059
-264
-1% -$39.8K 0.81% 52
2017
Q1 		$3.55M Sell
21,323
-190
-0.9% -$31.9K 0.93% 39
2016
Q4 		$3.41M Sell
21,513
-120
-0.6% -$18.3K 0.96% 38
2016
Q3 		$3.29M Buy
21,633
+1,471
+7% +$223K 1% 38
2016
Q2 		$2.93M Buy
+20,162
New +$2.89M 0.9% 47
2015
Q1 		– Sell
-3,193
Closed -$490K – 160
2014
Q4 		$490K Sell
3,193
-63
-2% -$10K 0.14% 88
2014
Q3 		$591K Sell
3,256
-246
-7% -$44.8K 0.18% 82
2014
Q2 		$607K Sell
3,502
-591
-14% -$106K 0.19% 88
2014
Q1 		$753K Sell
4,093
-1,141
-22% -$201K 0.24% 83
2013
Q4 		$939K Sell
5,234
-17,241
-77% -$2.97M 0.29% 89
2013
Q3 		$3.98M Sell
22,475
-1,228
-5% -$223K 1.4% 22
2013
Q2 		$4.33M Buy
+23,703
New +$4.62M 1.88% 17

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

Greenwood Capital Associates's IBM Position: Q1 2026 in Review

Greenwood Capital Associates increased its IBM (IBM) stake by 5.5% in Q1 2026, buying an estimated $686K and bringing the position to 48,490 shares worth $11.8M. The position accounts for 1.3% of the portfolio, ranked #14.

Greenwood Capital Associates first reported a position in IBM in Q2 2013 and has held it in 40 quarters since. The position peaked at $15.9M in Q3 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Greenwood Capital Associates held 48,490 shares of IBM worth $11.8M as of Q1 2026.
  • Greenwood Capital Associates bought 2,534 IBM shares in Q1 2026, an estimated $686K.
  • IBM made up 1.3% of Greenwood Capital Associates's portfolio in Q1 2026, its #14 holding.
  • Greenwood Capital Associates first reported a position in IBM in Q2 2013 and has held it in 40 quarters since.
  • Greenwood Capital Associates's IBM position peaked at $15.9M in Q3 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.