Horizon Investments’s IBM IBM Stock Holding History

Horizon Investments’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	$10.8M	Buy	45,041 +9,054	+25%	+$2.45M	0.12%	142
2025 Q4	$10.7M	Buy	35,987 +737	+2%	+$221K	0.14%	129
2025 Q3	$9.89M	Buy	35,250 +8,842	+33%	+$2.31M	0.13%	128
2025 Q2	$7.73M	Sell	26,408 -1,907	-7%	-$491K	0.12%	135
2025 Q1	$6.99M	Buy	28,315 +467	+2%	+$114K	0.21%	58
2024 Q4	$6.08M	Buy	27,848 +583	+2%	+$130K	0.17%	65
2024 Q3	$5.98M	Sell	27,265 -148	-0.5%	-$29K	0.16%	61
2024 Q2	$4.7M	Sell	27,413 -269	-1%	-$46.7K	0.13%	75
2024 Q1	$5.23M	Sell	27,682 -180	-0.6%	-$32.8K	0.14%	84
2023 Q4	$4.52M	Buy	27,862 +5,773	+26%	+$872K	0.13%	81
2023 Q3	$3.06M	Buy	22,089 +509	+2%	+$72.4K	0.09%	91
2023 Q2	$2.85M	Buy	21,580 +1,288	+6%	+$166K	0.08%	99
2023 Q1	$2.62M	Sell	20,292 -3,521	-15%	-$471K	0.08%	96
2022 Q4	$3.31M	Buy	23,813 +10,459	+78%	+$1.44M	0.09%	98
2022 Q3	$1.57M	Sell	13,354 -3,198	-19%	-$420K	0.05%	135
2022 Q2	$2.31M	Sell	16,552 -10,966	-40%	-$1.48M	0.07%	101
2022 Q1	$3.54M	Buy	27,518 +13,405	+95%	+$1.75M	0.1%	98
2021 Q4	$1.86M	Sell	14,113 -10,283	-42%	-$1.29M	0.06%	155
2021 Q3	$3.05M	Sell	24,396 -17,543	-42%	-$2.35M	0.08%	114
2021 Q2	$5.81M	Buy	41,939 +29,422	+235%	+$4.02M	0.17%	64
2021 Q1	$1.59M	Buy	+12,517	New	+$1.5M	0.06%	147
2020 Q4	–	Sell	-20,833	Closed	-$2.39M	–	229
2020 Q3	$2.39M	Buy	20,833 +667	+3%	+$78.5K	0.09%	114
2020 Q2	$2.3M	Sell	20,166 -9,473	-32%	-$1.1M	0.06%	144
2020 Q1	$3.1M	Buy	29,639 +15,608	+111%	+$1.97M	0.15%	52
2019 Q4	$1.8M	Sell	14,031 -26,135	-65%	-$3.4M	0.08%	125
2019 Q3	$5.52M	Buy	40,166 +4,758	+13%	+$642K	0.22%	50
2019 Q2	$4.67M	Buy	35,408 +5,644	+19%	+$741K	0.13%	48
2019 Q1	$3.97M	Buy	29,764 +21,343	+253%	+$2.72M	0.14%	55
2018 Q4	$915K	Sell	8,421 -6,819	-45%	-$818K	0.05%	152
2018 Q3	$2.17M	Buy	15,240 +678	+5%	+$94.7K	0.07%	77
2018 Q2	$1.92M	Buy	14,562 +871	+6%	+$121K	0.08%	79
2018 Q1	$2.01M	Buy	13,691 +3,070	+29%	+$464K	0.09%	66
2017 Q4	$1.56M	Sell	10,621 -11,048	-51%	-$1.61M	0.1%	67
2017 Q3	$3.18M	Buy	21,669 +15,223	+236%	+$2.12M	0.18%	44
2017 Q2	$947K	Buy	6,446 +1,835	+40%	+$277K	0.06%	76
2017 Q1	$768K	Buy	+4,611	New	+$773K	0.05%	84
2016 Q3	–	Sell	-26,341	Closed	-$3.82M	–	129
2016 Q2	$3.82M	Sell	26,341 -257	-1%	-$36.8K	0.29%	33
2016 Q1	$3.85M	Buy	+26,598	New	+$3.4M	0.31%	29

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

Horizon Investments's IBM Position: Q1 2026 in Review

Horizon Investments increased its IBM (IBM) stake by 25% in Q1 2026, buying an estimated $2.45M and bringing the position to 45,041 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #142.

Horizon Investments first reported a position in IBM in Q1 2016 and has held it in 38 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Horizon Investments held 45,041 shares of IBM worth $10.8M as of Q1 2026.
Horizon Investments bought 9,054 IBM shares in Q1 2026, an estimated $2.45M.
IBM made up 0.12% of Horizon Investments's portfolio in Q1 2026, its #142 holding.
Horizon Investments first reported a position in IBM in Q1 2016 and has held it in 38 quarters since.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.