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Insigneo Advisory Services’s IBM IBM Stock Holding History

Insigneo 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 		$1.96M Buy
8,098
+809
+11% +$219K 0.14% 134
2025
Q4 		$2.16M Sell
7,289
-526
-7% -$158K 0.15% 117
2025
Q3 		$2.21M Buy
7,815
+440
+6% +$115K 0.15% 112
2025
Q2 		$2.17M Buy
7,375
+42
+0.6% +$10.8K 0.19% 105
2025
Q1 		$1.82M Buy
7,333
+1,107
+18% +$271K 0.19% 107
2024
Q4 		$1.37M Sell
6,226
-3,807
-38% -$848K 0.14% 134
2024
Q3 		$2.22M Buy
10,033
+640
+7% +$125K 0.22% 95
2024
Q2 		$1.72M Sell
9,393
-293
-3% -$50.9K 0.19% 105
2024
Q1 		$1.85M Buy
9,686
+1,535
+19% +$280K 0.22% 88
2023
Q4 		$1.33M Buy
8,151
+3,929
+93% +$594K 0.19% 114
2023
Q3 		$592K Sell
4,222
-2,344
-36% -$334K 0.12% 165
2023
Q2 		$879K Buy
6,566
+3,182
+94% +$411K 0.17% 126
2023
Q1 		$444K Buy
3,384
+120
+4% +$16.1K 0.14% 154
2022
Q4 		$460K Buy
+3,264
New +$450K 0.17% 132

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

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

Insigneo Advisory Services increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $219K and bringing the position to 8,098 shares worth $1.96M. The position accounts for 0.14% of the portfolio, ranked #134.

Insigneo Advisory Services first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q3 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Insigneo Advisory Services held 8,098 shares of IBM worth $1.96M as of Q1 2026.
  • Insigneo Advisory Services bought 809 IBM shares in Q1 2026, an estimated $219K.
  • IBM made up 0.14% of Insigneo Advisory Services's portfolio in Q1 2026, its #134 holding.
  • Insigneo Advisory Services first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's IBM position peaked at $2.22M in Q3 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.