Horizon Kinetics Asset Management’s IBM IBM Stock Holding History

Horizon Kinetics Asset 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	$869K	Sell	3,585 -125	-3%	-$33.8K	0.01%	175
2025 Q4	$1.1M	Sell	3,710 -78	-2%	-$23.4K	0.01%	158
2025 Q3	$1.07M	Buy	3,788 +18	+0.5%	+$4.71K	0.01%	166
2025 Q2	$1.11M	Buy	3,770 +120	+3%	+$30.9K	0.01%	168
2025 Q1	$908K	Hold	3,650	–	–	0.01%	187
2024 Q4	$802K	Hold	3,650	–	–	0.01%	200
2024 Q3	$807K	Hold	3,650	–	–	0.01%	199
2024 Q2	$631K	Buy	3,650 +20	+0.6%	+$3.48K	0.01%	198
2024 Q1	$693K	Hold	3,630	–	–	0.01%	192
2023 Q4	$594K	Sell	3,630 -50	-1%	-$7.55K	0.01%	203
2023 Q3	$516K	Hold	3,680	–	–	0.01%	210
2023 Q2	$492K	Buy	3,680 +100	+3%	+$12.9K	0.01%	219
2023 Q1	$469K	Buy	3,580 +80	+2%	+$10.7K	0.01%	221
2022 Q4	$493K	Hold	3,500	–	–	0.01%	210
2022 Q3	$416K	Buy	3,500 +130	+4%	+$17.1K	0.01%	225
2022 Q2	$476K	Hold	3,370	–	–	0.01%	217
2022 Q1	$438K	Buy	3,370 +650	+24%	+$84.8K	0.01%	250
2021 Q4	$364K	Buy	+2,720	New	+$341K	0.01%	276

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 Kinetics Asset Management's IBM Position: Q1 2026 in Review

Horizon Kinetics Asset Management reduced its IBM (IBM) stake by 3.4% in Q1 2026, selling an estimated $33.8K and leaving 3,585 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #175.

Horizon Kinetics Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Horizon Kinetics Asset Management held 3,585 shares of IBM worth $869K as of Q1 2026.
Horizon Kinetics Asset Management sold 125 IBM shares in Q1 2026, an estimated $33.8K.
IBM made up 0.01% of Horizon Kinetics Asset Management's portfolio in Q1 2026, its #175 holding.
Horizon Kinetics Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Horizon Kinetics Asset Management's IBM position peaked at $1.11M in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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