HCM
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Hilton Capital Management’s IBM IBM Stock Holding History

Hilton Capital 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 		– Sell
-24,018
Closed -$7.11M – 145
2025
Q4 		$7.11M Buy
24,018
+128
+0.5% +$38.3K 0.54% 45
2025
Q3 		$6.74M Sell
23,890
-1,550
-6% -$406K 0.55% 47
2025
Q2 		$7.5M Sell
25,440
-66
-0.3% -$17K 0.6% 44
2025
Q1 		$6.34M Buy
25,506
+609
+2% +$149K 0.54% 51
2024
Q4 		$5.47M Buy
+24,897
New +$5.54M 0.47% 56
2020
Q3 		– Sell
-1,885
Closed -$218K – 100
2020
Q2 		$218K Buy
+1,885
New +$219K 0.03% 73
2019
Q4 		– Sell
-1,360
Closed -$189K – 203
2019
Q3 		$189K Hold
1,360
– – 0.02% 104
2019
Q2 		$179K Hold
1,360
– – 0.02% 112
2019
Q1 		$183K Buy
1,360
+23
+2% +$2.93K 0.02% 115
2018
Q4 		$145K Hold
1,337
– – 0.03% 127
2018
Q3 		$193K Hold
1,337
– – 0.03% 120
2018
Q2 		$179K Buy
+1,337
New +$186K 0.03% 130
2017
Q2 		– Sell
-1,337
Closed -$223K – 129
2017
Q1 		$223K Hold
1,337
– – 0.04% 115
2016
Q4 		$212K Sell
1,337
-5,156
-79% -$785K 0.04% 95
2016
Q3 		$986K Buy
+6,493
New +$985K 0.24% 61
2015
Q3 		– Sell
-1,344
Closed -$209K – 95
2015
Q2 		$209K Hold
1,344
– – 0.06% 88
2015
Q1 		$212K Sell
1,344
-140
-9% -$21.2K 0.08% 74
2014
Q4 		$228K Sell
1,484
-513
-26% -$81.6K 0.07% 79
2014
Q3 		$362K Sell
1,997
-209
-9% -$38.1K 0.11% 57
2014
Q2 		$382K Sell
2,206
-105
-5% -$18.9K 0.12% 64
2014
Q1 		$425K Hold
2,311
– – 0.17% 59
2013
Q4 		$414K Sell
2,311
-28
-1% -$4.83K 0.16% 62
2013
Q3 		$414K Sell
2,339
-209
-8% -$38K 0.2% 55
2013
Q2 		$466K Buy
+2,548
New +$496K 0.23% 49

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

Hilton Capital Management's IBM Position: Q1 2026 in Review

Hilton Capital Management sold out of IBM (IBM) in Q1 2026, closing a stake of 24,018 shares — an estimated $7.11M sold.

Hilton Capital Management first reported a position in IBM in Q2 2013 and held it in 24 quarters. The position peaked at $7.5M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Hilton Capital Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Hilton Capital Management sold 24,018 IBM shares in Q1 2026, an estimated $7.11M.
  • Hilton Capital Management first reported a position in IBM in Q2 2013 and held it in 24 quarters.
  • Hilton Capital Management's IBM position peaked at $7.5M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.