Hazlett, Burt & Watson’s IBM IBM Stock Holding History

Hazlett, Burt & Watson’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	$414K	Hold	1,711	–	–	0.13%	166
2025 Q4	$507K	Buy	1,711 +905	+112%	+$271K	0.16%	133
2025 Q3	$228K	Buy	806 +546	+210%	+$143K	0.08%	210
2025 Q2	$77K	Buy	260 +46	+21%	+$11.9K	0.03%	317
2025 Q1	$53K	Buy	214 +87	+69%	+$21.3K	0.02%	347
2024 Q4	$28K	Hold	127	–	–	0.01%	428
2024 Q3	$29K	Buy	127 +116	+1,055%	+$22.7K	0.01%	424
2024 Q2	$2K	Hold	11	–	–	﹤0.01%	660
2024 Q1	$2K	Hold	11	–	–	﹤0.01%	652
2023 Q4	$2K	Hold	11	–	–	﹤0.01%	626
2023 Q3	$2K	Sell	11 -1,475	-99%	-$210K	﹤0.01%	643
2023 Q2	$198K	Buy	1,486 +18	+1%	+$2.32K	0.15%	136
2023 Q1	$192K	Buy	1,468 +18	+1%	+$2.41K	0.16%	128
2022 Q4	$204K	Buy	1,450 +17	+1%	+$2.35K	0.18%	119
2022 Q3	$170K	Buy	1,433 +18	+1%	+$2.36K	0.16%	127
2022 Q2	$199K	Buy	1,415 +16	+1%	+$2.16K	0.18%	116
2022 Q1	$182K	Buy	+1,399	New	+$182K	0.14%	144

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hazlett, Burt & Watson's IBM Position: Q1 2026 in Review

Hazlett, Burt & Watson held its IBM (IBM) position steady in Q1 2026 at 1,711 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #166.

Hazlett, Burt & Watson first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $507K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Hazlett, Burt & Watson held 1,711 shares of IBM worth $414K as of Q1 2026.
Hazlett, Burt & Watson left its IBM share count unchanged in Q1 2026.
IBM made up 0.13% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #166 holding.
Hazlett, Burt & Watson first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's IBM position peaked at $507K in Q4 2025.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.