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IEQ Capital’s IBM IBM Stock Holding History

IEQ Capital’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 		$2.73M Sell
11,272
-9,937
-47% -$2.69M 0.01% 663
2025
Q4 		$6.28M Sell
21,209
-20,128
-49% -$6.03M 0.02% 465
2025
Q3 		$11.7M Buy
41,337
+2,720
+7% +$712K 0.04% 295
2025
Q2 		$11.4M Buy
38,617
+843
+2% +$217K 0.07% 222
2025
Q1 		$9.39M Buy
37,774
+20,686
+121% +$5.06M 0.07% 198
2024
Q4 		$3.76M Sell
17,088
-24,561
-59% -$5.47M 0.04% 337
2024
Q3 		$9.21M Buy
41,649
+1,371
+3% +$269K 0.11% 127
2024
Q2 		$6.97M Buy
40,278
+3,600
+10% +$626K 0.09% 140
2024
Q1 		$7M Buy
36,678
+3,260
+10% +$595K 0.1% 135
2023
Q4 		$5.47M Buy
33,418
+4,085
+14% +$617K 0.09% 146
2023
Q3 		$4.12M Buy
29,333
+2,450
+9% +$349K 0.08% 158
2023
Q2 		$3.6M Sell
26,883
-5,584
-17% -$721K 0.07% 181
2023
Q1 		$4.26M Sell
32,467
-5,758
-15% -$770K 0.1% 151
2022
Q4 		$5.39M Buy
38,225
+5,014
+15% +$692K 0.15% 116
2022
Q3 		$3.95M Buy
33,211
+10,980
+49% +$1.44M 0.11% 139
2022
Q2 		$3.14M Buy
22,231
+9,061
+69% +$1.22M 0.1% 144
2022
Q1 		$1.71M Buy
13,170
+2,212
+20% +$288K 0.04% 233
2021
Q4 		$1.46M Buy
10,958
+560
+5% +$70.2K 0.03% 239
2021
Q3 		$1.38M Buy
10,398
+1,931
+23% +$258K 0.04% 231
2021
Q2 		$1.19M Sell
8,467
-780
-8% -$107K 0.03% 232
2021
Q1 		$1.18M Buy
+9,247
New +$1.11M 0.05% 187
2020
Q4 		– Sell
-9,074
Closed -$1.05M – 296
2020
Q3 		$1.05M Buy
9,074
+1,038
+13% +$122K 0.06% 166
2020
Q2 		$928K Sell
8,036
-6,023
-43% -$700K 0.06% 158
2020
Q1 		$1.49M Buy
14,059
+5,037
+56% +$637K 0.12% 112
2019
Q4 		$1.16M Buy
+9,022
New +$1.17M 0.1% 133

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

IEQ Capital's IBM Position: Q1 2026 in Review

IEQ Capital reduced its IBM (IBM) stake by 47% in Q1 2026, selling an estimated $2.69M and leaving 11,272 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #663.

IEQ Capital first reported a position in IBM in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.7M in Q3 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • IEQ Capital held 11,272 shares of IBM worth $2.73M as of Q1 2026.
  • IEQ Capital sold 9,937 IBM shares in Q1 2026, an estimated $2.69M.
  • IBM made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #663 holding.
  • IEQ Capital first reported a position in IBM in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's IBM position peaked at $11.7M in Q3 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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