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Insight Advisors’s IBM IBM Stock Holding History

Insight Advisors’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 		$421K Sell
1,736
-3,519
-67% -$952K 0.08% 149
2025
Q4 		$1.56M Buy
5,255
+43
+0.8% +$12.9K 0.24% 72
2025
Q3 		$1.47M Sell
5,212
-108
-2% -$28.3K 0.22% 71
2025
Q2 		$1.57M Buy
5,320
+16
+0.3% +$4.12K 0.25% 64
2025
Q1 		$1.32M Sell
5,304
-101
-2% -$24.7K 0.23% 67
2024
Q4 		$1.19M Sell
5,405
-140
-3% -$31.2K 0.2% 75
2024
Q3 		$1.23M Buy
5,545
+56
+1% +$11K 0.21% 76
2024
Q2 		$949K Sell
5,489
-31
-0.6% -$5.39K 0.17% 92
2024
Q1 		$1.05M Buy
5,520
+36
+0.7% +$6.57K 0.2% 86
2023
Q4 		$897K Buy
5,484
+35
+0.6% +$5.29K 0.19% 88
2023
Q3 		$765K Sell
5,449
-207
-4% -$29.5K 0.17% 101
2023
Q2 		$757K Buy
5,656
+1,721
+44% +$222K 0.17% 101
2023
Q1 		$516K Sell
3,935
-197
-5% -$26.4K 0.12% 136
2022
Q4 		$585K Buy
4,132
+106
+3% +$14.6K 0.2% 132
2022
Q3 		$478K Sell
4,026
-64
-2% -$8.4K 0.19% 138
2022
Q2 		$540K Buy
4,090
+19
+0.5% +$2.56K 0.18% 139
2022
Q1 		$529K Buy
4,071
+286
+8% +$37.3K 0.16% 163
2021
Q4 		$506K Sell
3,785
-487
-11% -$61.1K 0.15% 169
2021
Q3 		$494K Sell
4,272
-9
-0.2% -$1.2K 0.15% 174
2021
Q2 		$579K Sell
4,281
-208
-5% -$28.4K 0.18% 150
2021
Q1 		$610K Buy
4,489
+301
+7% +$36K 0.19% 137
2020
Q4 		$504K Buy
+4,188
New +$484K 0.19% 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

Insight Advisors's IBM Position: Q1 2026 in Review

Insight Advisors reduced its IBM (IBM) stake by 67% in Q1 2026, selling an estimated $952K and leaving 1,736 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #149.

Insight Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.57M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Insight Advisors held 1,736 shares of IBM worth $421K as of Q1 2026.
  • Insight Advisors sold 3,519 IBM shares in Q1 2026, an estimated $952K.
  • IBM made up 0.08% of Insight Advisors's portfolio in Q1 2026, its #149 holding.
  • Insight Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's IBM position peaked at $1.57M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.