Indie Asset Partners’s IBM IBM Stock Holding History

Indie Asset Partners’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	$210K	Buy	867 +47	+6%	+$12.7K	0.24%	79
2025 Q4	$243K	Sell	820 -12	-1%	-$3.59K	0.27%	69
2025 Q3	$235K	Buy	+832	New	+$218K	0.31%	70
2025 Q2	–	Sell	-873	Closed	-$217K	–	86
2025 Q1	$217K	Sell	873 -494	-36%	-$121K	0.19%	87
2024 Q4	$301K	Sell	1,367 -21	-2%	-$4.68K	0.24%	73
2024 Q3	$307K	Sell	1,388 -23	-2%	-$4.51K	0.23%	72
2024 Q2	$244K	Buy	1,411 +202	+17%	+$35.1K	0.19%	83
2024 Q1	$231K	Buy	+1,209	New	+$221K	0.21%	73
2023 Q1	–	Sell	-1,443	Closed	-$203K	–	88
2022 Q4	$203K	Buy	+1,443	New	+$199K	0.22%	82
2021 Q4	–	Sell	-1,567	Closed	-$208K	–	131
2021 Q3	$208K	Buy	+1,567	New	+$209K	0.17%	119

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

Indie Asset Partners's IBM Position: Q1 2026 in Review

Indie Asset Partners increased its IBM (IBM) stake by 5.7% in Q1 2026, buying an estimated $12.7K and bringing the position to 867 shares worth $210K. The position accounts for 0.24% of the portfolio, ranked #79.

Indie Asset Partners first reported a position in IBM in Q3 2021 and has held it in 10 quarters since. The position peaked at $307K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Indie Asset Partners held 867 shares of IBM worth $210K as of Q1 2026.
Indie Asset Partners bought 47 IBM shares in Q1 2026, an estimated $12.7K.
IBM made up 0.24% of Indie Asset Partners's portfolio in Q1 2026, its #79 holding.
Indie Asset Partners first reported a position in IBM in Q3 2021 and has held it in 10 quarters since.
Indie Asset Partners's IBM position peaked at $307K in Q3 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.