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Integrated Investment Consultants’s IBM IBM Stock Holding History

Integrated Investment Consultants’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 		$2.98M Buy
12,296
+50
+0.4% +$13.5K 0.63% 33
2025
Q4 		$3.63M Buy
12,246
+6,375
+109% +$1.91M 0.71% 30
2025
Q3 		$1.66M Hold
5,871
– – 0.28% 55
2025
Q2 		$1.73M Hold
5,871
– – 0.34% 47
2025
Q1 		$1.46M Sell
5,871
-6,588
-53% -$1.61M 0.29% 64
2024
Q4 		$2.74M Sell
12,459
-8,213
-40% -$1.83M 0.56% 37
2024
Q3 		$1.11M Buy
20,672
+17,338
+520% +$3.4M 0.24% 58
2024
Q2 		$637K Hold
3,334
– – 0.18% 97
2024
Q1 		$637K Sell
3,334
-26
-0.8% -$4.74K 0.18% 97
2023
Q4 		$550K Sell
3,360
-36
-1% -$5.44K 0.17% 106
2023
Q3 		$476K Sell
3,396
-264
-7% -$37.6K 0.17% 104
2023
Q2 		$490K Sell
3,660
-1,877
-34% -$242K 0.16% 110
2023
Q1 		$726K Buy
5,537
+2,785
+101% +$373K 0.23% 65
2022
Q4 		$388K Sell
2,752
-823
-23% -$114K 0.13% 120
2022
Q3 		$425K Sell
3,575
-644
-15% -$84.5K 0.17% 90
2022
Q2 		$596K Sell
4,219
-146
-3% -$19.7K 0.22% 72
2022
Q1 		$568K Buy
4,365
+368
+9% +$48K 0.15% 109
2021
Q4 		$534K Sell
3,997
-772
-16% -$96.8K 0.14% 125
2021
Q3 		$633K Buy
4,769
+877
+23% +$117K 0.19% 97
2021
Q2 		$545K Buy
3,892
+600
+18% +$82K 0.16% 114
2021
Q1 		$419K Buy
3,292
+7
+0.2% +$838 0.14% 133
2020
Q4 		$395K Hold
3,285
– – 0.15% 126
2020
Q3 		$382K Sell
3,285
-163
-5% -$19.2K 0.18% 105
2020
Q2 		$398K Sell
3,448
-209
-6% -$24.3K 0.19% 88
2020
Q1 		$388K Sell
3,657
-523
-13% -$66.1K 0.23% 80
2019
Q4 		$536K Sell
4,180
-995
-19% -$129K 0.22% 74
2019
Q3 		$719K Sell
5,175
-260
-5% -$35.1K 0.37% 53
2019
Q2 		$717K Buy
5,435
+141
+3% +$18.5K 0.37% 53
2019
Q1 		$714K Buy
5,294
+314
+6% +$40K 0.38% 54
2018
Q4 		$542K Buy
4,980
+465
+10% +$55.8K 0.29% 62
2018
Q3 		$653K Hold
4,515
– – 0.32% 48
2018
Q2 		$603K Sell
4,515
-496
-10% -$69.2K 0.32% 49
2018
Q1 		$735K Buy
+5,011
New +$758K 0.29% 52
2017
Q3 		$698K Buy
5,032
+334
+7% +$46.5K 0.3% 50
2017
Q2 		$691K Buy
4,698
+105
+2% +$15.8K 0.31% 51
2017
Q1 		$765K Hold
4,593
– – 0.35% 46
2016
Q4 		$729K Buy
4,593
+1,229
+37% +$187K 0.35% 49
2016
Q3 		$494K Hold
3,364
– – 0.25% 70
2016
Q2 		$488K Buy
3,364
+549
+20% +$78.6K 0.28% 67
2016
Q1 		$402K Sell
2,815
-136
-5% -$17.4K 0.23% 71
2015
Q4 		$346K Buy
+2,951
New +$396K 0.27% 74

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

Integrated Investment Consultants's IBM Position: Q1 2026 in Review

Integrated Investment Consultants increased its IBM (IBM) stake by 0.41% in Q1 2026, buying an estimated $13.5K and bringing the position to 12,296 shares worth $2.98M. The position accounts for 0.63% of the portfolio, ranked #33.

Integrated Investment Consultants first reported a position in IBM in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.63M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Integrated Investment Consultants held 12,296 shares of IBM worth $2.98M as of Q1 2026.
  • Integrated Investment Consultants bought 50 IBM shares in Q1 2026, an estimated $13.5K.
  • IBM made up 0.63% of Integrated Investment Consultants's portfolio in Q1 2026, its #33 holding.
  • Integrated Investment Consultants first reported a position in IBM in Q4 2015 and has held it in 41 quarters since.
  • Integrated Investment Consultants's IBM position peaked at $3.63M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.