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Hayek Kallen Investment Management’s IBM IBM Stock Holding History

Hayek Kallen Investment 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 		$6.6M Buy
+27,219
New +$7.36M 2.15% 12
2025
Q4 		– Sell
-27,650
Closed -$7.8M – 129
2025
Q3 		$7.8M Buy
27,650
+8
+0% +$2.09K 2.46% 10
2025
Q2 		$8.15M Buy
27,642
+825
+3% +$213K 2.77% 10
2025
Q1 		$6.67M Sell
26,817
-428
-2% -$105K 2.46% 11
2024
Q4 		$5.99M Sell
27,245
-340
-1% -$75.7K 2.18% 11
2024
Q3 		$6.1M Sell
27,585
-230
-0.8% -$45.1K 2.16% 12
2024
Q2 		$4.81M Buy
27,815
+513
+2% +$89.1K 1.79% 16
2024
Q1 		$5.21M Buy
27,302
+260
+1% +$47.4K 2% 15
2023
Q4 		$4.42M Sell
27,042
-235
-0.9% -$35.5K 1.85% 18
2023
Q3 		$3.83M Buy
27,277
+16
+0.1% +$2.28K 1.71% 21
2023
Q2 		$3.65M Buy
27,261
+747
+3% +$96.4K 1.55% 22
2023
Q1 		$3.48M Buy
26,514
+1,088
+4% +$146K 1.57% 23
2022
Q4 		$3.58M Sell
25,426
-295
-1% -$40.7K 1.65% 22
2022
Q3 		$3.06M Buy
25,721
+1,171
+5% +$154K 1.43% 24
2022
Q2 		$3.47M Buy
24,550
+1,369
+6% +$185K 1.51% 25
2022
Q1 		$3.01M Buy
23,181
+18,363
+381% +$2.39M 1.12% 32
2021
Q4 		$644K Buy
+4,818
New +$604K 0.23% 59

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

Hayek Kallen Investment Management's IBM Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in IBM (IBM) in Q1 2026: 27,219 shares worth $6.6M. The stake represents 2.15% of the portfolio and ranks #12 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in IBM as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.15M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Hayek Kallen Investment Management held 27,219 shares of IBM worth $6.6M as of Q1 2026.
  • IBM was a new Hayek Kallen Investment Management position in Q1 2026.
  • IBM made up 2.15% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #12 holding.
  • Hayek Kallen Investment Management first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • Hayek Kallen Investment Management's IBM position peaked at $8.15M in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.