HighTower Advisors’s IBM IBM Stock Holding History

HighTower 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
2024 Q2	–	Sell	-35,000	Closed	-$30.1K	–	3795
2024 Q1	$30.1K	Buy	+35,000	New	+$6.39M	﹤0.01%	3316
2022 Q3	–	Sell	-1,500	Closed	-$9K	–	3260
2022 Q2	$9K	Buy	+1,500	New	+$202K	﹤0.01%	3076
2018 Q1	–	Sell	-3,452	Closed	-$3K	–	2263
2017 Q4	$3K	Buy	+3,452	New	+$502K	﹤0.01%	2223
2017 Q2	–	Sell	-6,067	Closed	-$11K	–	2267
2017 Q1	$11K	Buy	+6,067	New	+$1.02M	﹤0.01%	2005
2016 Q3	–	Sell	-20,920	Closed	-$96K	–	1912
2016 Q2	$96K	Buy	+20,920	New	+$2.99M	﹤0.01%	1603
2016 Q1	–	Sell	-14,121	Closed	-$30K	–	2115
2015 Q4	$30K	Buy	+14,121	New	+$1.9M	﹤0.01%	1922
2014 Q2	–	Sell	-209	Closed	-$1K	–	1655
2014 Q1	$1K	Buy	+209	New	+$36.8K	﹤0.01%	1574

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

HighTower Advisors's IBM Position: Q1 2026 in Review

HighTower Advisors reduced its IBM (IBM) stake by 5.4% in Q1 2026, selling an estimated $20.6M and leaving 1,343,133 shares worth $326M. The position accounts for 0.35% of the portfolio, ranked #51.

HighTower Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $420M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

HighTower Advisors held 1,343,133 shares of IBM worth $326M as of Q1 2026.
HighTower Advisors sold 76,280 IBM shares in Q1 2026, an estimated $20.6M.
IBM made up 0.35% of HighTower Advisors's portfolio in Q1 2026, its #51 holding.
HighTower Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's IBM position peaked at $420M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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