Interchange Capital Partners’s IBM IBM Stock Holding History

Interchange Capital 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	$982K	Sell	3,958 -1,668	-30%	-$451K	0.31%	79
2025 Q4	$1.67M	Buy	5,626 +147	+3%	+$44K	0.31%	67
2025 Q3	$1.55M	Buy	5,479 +558	+11%	+$146K	0.3%	66
2025 Q2	$1.45M	Buy	4,921 +96	+2%	+$24.7K	0.34%	62
2025 Q1	$1.2M	Buy	4,825 +1,028	+27%	+$251K	0.34%	66
2024 Q4	$835K	Hold	3,797	–	–	0.3%	89
2024 Q3	$839K	Sell	3,797 -535	-12%	-$105K	0.3%	91
2024 Q2	$749K	Buy	+4,332	New	+$753K	0.27%	94
2023 Q2	–	Sell	-3,377	Closed	-$443K	–	180
2023 Q1	$443K	Buy	+3,377	New	+$452K	0.24%	104
2021 Q4	–	Sell	-3,962	Closed	-$526K	–	162
2021 Q3	$526K	Buy	3,962 +3	+0.1%	+$401	0.88%	40
2021 Q2	$554K	Buy	3,959 +85	+2%	+$11.6K	0.86%	38
2021 Q1	$493K	Sell	3,874 -28	-0.7%	-$3.35K	0.27%	122
2020 Q4	$469K	Buy	+3,902	New	+$451K	0.25%	107

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

Interchange Capital Partners's IBM Position: Q1 2026 in Review

Interchange Capital Partners reduced its IBM (IBM) stake by 30% in Q1 2026, selling an estimated $451K and leaving 3,958 shares worth $982K. The position accounts for 0.31% of the portfolio, ranked #79.

Interchange Capital Partners first reported a position in IBM in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.67M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Interchange Capital Partners held 3,958 shares of IBM worth $982K as of Q1 2026.
Interchange Capital Partners sold 1,668 IBM shares in Q1 2026, an estimated $451K.
IBM made up 0.31% of Interchange Capital Partners's portfolio in Q1 2026, its #79 holding.
Interchange Capital Partners first reported a position in IBM in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's IBM position peaked at $1.67M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.