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Herold Advisors’s IBM IBM Stock Holding History

Herold 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 		$4.75M Buy
19,616
+333
+2% +$90.1K 1.04% 21
2025
Q4 		$5.71M Sell
19,283
-777
-4% -$233K 1.28% 17
2025
Q3 		$5.66M Sell
20,060
-875
-4% -$229K 1.31% 16
2025
Q2 		$6.17M Buy
20,935
+156
+0.8% +$40.2K 1.29% 16
2025
Q1 		$5.17M Buy
20,779
+203
+1% +$49.7K 1.13% 19
2024
Q4 		$4.52M Sell
20,576
-134
-0.6% -$29.8K 0.99% 23
2024
Q3 		$4.58M Buy
20,710
+48
+0.2% +$9.41K 0.99% 21
2024
Q2 		$3.57M Buy
20,662
+63
+0.3% +$10.9K 0.83% 28
2024
Q1 		$3.93M Sell
20,599
-890
-4% -$162K 0.95% 21
2023
Q4 		$3.51M Sell
21,489
-391
-2% -$59.1K 0.97% 23
2023
Q3 		$3.07M Buy
21,880
+688
+3% +$97.9K 0.93% 24
2023
Q2 		$2.84M Buy
21,192
+527
+3% +$68K 0.87% 26
2023
Q1 		$2.71M Buy
20,665
+385
+2% +$51.5K 0.94% 23
2022
Q4 		$2.86M Buy
20,280
+557
+3% +$76.8K 1.21% 18
2022
Q3 		$2.34M Buy
19,723
+945
+5% +$124K 1.13% 21
2022
Q2 		$2.65M Buy
18,778
+467
+3% +$63K 1.18% 19
2022
Q1 		$2.38M Buy
18,311
+848
+5% +$111K 0.85% 28
2021
Q4 		$2.33M Sell
17,463
-792
-4% -$99.3K 0.91% 26
2021
Q3 		$2.42M Buy
+18,255
New +$2.44M 0.94% 19

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

Herold Advisors's IBM Position: Q1 2026 in Review

Herold Advisors increased its IBM (IBM) stake by 1.7% in Q1 2026, buying an estimated $90.1K and bringing the position to 19,616 shares worth $4.75M. The position accounts for 1.04% of the portfolio, ranked #21.

Herold Advisors first reported a position in IBM in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.17M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Herold Advisors held 19,616 shares of IBM worth $4.75M as of Q1 2026.
  • Herold Advisors bought 333 IBM shares in Q1 2026, an estimated $90.1K.
  • IBM made up 1.04% of Herold Advisors's portfolio in Q1 2026, its #21 holding.
  • Herold Advisors first reported a position in IBM in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's IBM position peaked at $6.17M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.