IMA Advisory Services’s IBM IBM Stock Holding History

IMA Advisory Services’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	$670K	Sell	2,765 -4	-0.1%	-$1.08K	0.07%	140
2025 Q4	$820K	Buy	2,769 +2,761	+34,513%	+$827K	0.08%	138
2025 Q3	$2.26K	Hold	8	–	–	﹤0.01%	344
2025 Q2	$2.36K	Buy	+8	New	+$2.06K	﹤0.01%	334
2023 Q4	–	Sell	-2,724	Closed	-$382K	–	157
2023 Q3	$382K	Hold	2,724	–	–	0.1%	124
2023 Q2	$364K	Hold	2,724	–	–	0.09%	124
2023 Q1	$357K	Hold	2,724	–	–	0.09%	121
2022 Q4	$384K	Hold	2,724	–	–	0.1%	120
2022 Q3	$324K	Hold	2,724	–	–	0.09%	122
2022 Q2	$385K	Hold	2,724	–	–	0.09%	123
2022 Q1	$354K	Hold	2,724	–	–	0.08%	107
2021 Q4	$364K	Sell	2,724 -125	-4%	-$15.7K	0.08%	111
2021 Q3	$378K	Hold	2,849	–	–	0.09%	107
2021 Q2	$399K	Hold	2,849	–	–	0.09%	106
2021 Q1	$363K	Hold	2,849	–	–	0.09%	104
2020 Q4	$343K	Hold	2,849	–	–	0.1%	99
2020 Q3	$331K	Hold	2,849	–	–	0.11%	104
2020 Q2	$329K	Hold	2,849	–	–	0.12%	102
2020 Q1	$302K	Hold	2,849	–	–	0.13%	94
2019 Q4	$365K	Hold	2,849	–	–	0.14%	87
2019 Q3	$396K	Hold	2,849	–	–	0.15%	87
2019 Q2	$376K	Hold	2,849	–	–	0.14%	85
2019 Q1	$384K	Hold	2,849	–	–	0.15%	86
2018 Q4	$310K	Hold	2,849	–	–	0.14%	92
2018 Q3	$412K	Sell	2,849 -29	-1%	-$4.05K	0.16%	93
2018 Q2	$384K	Buy	2,878 +29	+1%	+$4.04K	0.16%	95
2018 Q1	$418K	Hold	2,849	–	–	0.19%	99
2017 Q4	$418K	Hold	2,849	–	–	0.19%	107
2017 Q3	$395K	Hold	2,849	–	–	0.18%	103
2017 Q2	$419K	Sell	2,849 -74	-3%	-$11.2K	0.2%	105
2017 Q1	$487K	Sell	2,923 -711	-20%	-$119K	0.25%	101
2016 Q4	$577K	Hold	3,634	–	–	0.36%	86
2016 Q3	$552K	Hold	3,634	–	–	0.32%	80
2016 Q2	$527K	Sell	3,634 -21	-0.6%	-$3.01K	0.33%	77
2016 Q1	$529K	Hold	3,655	–	–	0.31%	76
2015 Q4	$481K	Sell	3,655 -261	-7%	-$35.1K	0.29%	76
2015 Q3	$543K	Buy	3,916 +523	+15%	+$77.2K	0.34%	74
2015 Q2	$528K	Sell	3,393 -523	-13%	-$84.1K	0.25%	87
2015 Q1	$601K	Sell	3,916 -5,947	-60%	-$902K	0.29%	80
2014 Q4	$1.51M	Sell	9,863 -209	-2%	-$33.3K	0.78%	44
2014 Q3	$1.83M	Hold	10,072	–	–	0.86%	38
2014 Q2	$1.75M	Sell	10,072 -246	-2%	-$44.3K	0.8%	40
2014 Q1	$1.9M	Sell	10,318 -429	-4%	-$75.5K	0.89%	41
2013 Q4	$1.93M	Buy	10,747 +63	+0.6%	+$10.9K	0.92%	35
2013 Q3	$1.89M	Hold	10,684	–	–	0.93%	34
2013 Q2	$1.95M	Buy	+10,684	New	+$2.08M	1.06%	25

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

IMA Advisory Services's IBM Position: Q1 2026 in Review

IMA Advisory Services reduced its IBM (IBM) stake by 0.14% in Q1 2026, selling an estimated $1.08K and leaving 2,765 shares worth $670K. The position accounts for 0.07% of the portfolio, ranked #140.

IMA Advisory Services first reported a position in IBM in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.95M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

IMA Advisory Services held 2,765 shares of IBM worth $670K as of Q1 2026.
IMA Advisory Services sold 4 IBM shares in Q1 2026, an estimated $1.08K.
IBM made up 0.07% of IMA Advisory Services's portfolio in Q1 2026, its #140 holding.
IMA Advisory Services first reported a position in IBM in Q2 2013 and has held it in 46 quarters since.
IMA Advisory Services's IBM position peaked at $1.95M in Q2 2013.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.