HA
IBM icon

HC Advisors’s IBM IBM Stock Holding History

HC Advisors’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 		$341K Buy
1,405
+155
+12% +$41.9K 0.23% 37
2025
Q4 		$370K Sell
1,250
-140
-10% -$41.9K 0.26% 38
2025
Q3 		$392K Buy
1,390
+40
+3% +$10.5K 0.28% 39
2025
Q2 		$398K Buy
+1,350
New +$348K 0.28% 37
2020
Q2 		– Sell
-2,859
Closed -$303K – 89
2020
Q1 		$303K Buy
+2,859
New +$362K 1.32% 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

HC Advisors's IBM Position: Q1 2026 in Review

HC Advisors increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $41.9K and bringing the position to 1,405 shares worth $341K. The position accounts for 0.23% of the portfolio, ranked #37.

HC Advisors first reported a position in IBM in Q1 2020 and has held it in 5 quarters since. The position peaked at $398K in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • HC Advisors held 1,405 shares of IBM worth $341K as of Q1 2026.
  • HC Advisors bought 155 IBM shares in Q1 2026, an estimated $41.9K.
  • IBM made up 0.23% of HC Advisors's portfolio in Q1 2026, its #37 holding.
  • HC Advisors first reported a position in IBM in Q1 2020 and has held it in 5 quarters since.
  • HC Advisors's IBM position peaked at $398K in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.