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Investment Partners’s IBM IBM Stock Holding History

Investment 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 		$831K Buy
3,429
+130
+4% +$35.2K 0.3% 79
2025
Q4 		$977K Buy
3,299
+29
+0.9% +$8.69K 0.34% 64
2025
Q3 		$923K Sell
3,270
-36
-1% -$9.42K 0.32% 68
2025
Q2 		$975K Sell
3,306
-426
-11% -$110K 0.37% 62
2025
Q1 		$928K Sell
3,732
-222
-6% -$54.3K 0.38% 63
2024
Q4 		$869K Sell
3,954
-41
-1% -$9.13K 0.36% 69
2024
Q3 		$883K Sell
3,995
-44
-1% -$8.63K 0.37% 66
2024
Q2 		$698K Buy
4,039
+7
+0.2% +$1.22K 0.31% 75
2024
Q1 		$770K Buy
4,032
+5
+0.1% +$912 0.35% 73
2023
Q4 		$659K Sell
4,027
-413
-9% -$62.4K 0.32% 81
2023
Q3 		$623K Sell
4,440
-438
-9% -$62.3K 0.33% 75
2023
Q2 		$653K Sell
4,878
-1,929
-28% -$249K 0.34% 75
2023
Q1 		$892K Buy
6,807
+248
+4% +$33.2K 0.47% 63
2022
Q4 		$924K Sell
6,559
-9,043
-58% -$1.25M 0.49% 63
2022
Q3 		$1.85M Buy
15,602
+9,358
+150% +$1.23M 0.55% 53
2022
Q2 		$882K Buy
6,244
+5
+0.1% +$675 0.43% 62
2022
Q1 		$811K Sell
6,239
-162
-3% -$21.1K 0.34% 68
2021
Q4 		$856K Buy
6,401
+1,700
+36% +$213K 0.35% 68
2021
Q3 		$624K Sell
4,701
-25
-0.5% -$3.34K 0.28% 77
2021
Q2 		$662K Buy
4,726
+82
+2% +$11.2K 0.3% 69
2021
Q1 		$592K Sell
4,644
-273
-6% -$32.7K 0.29% 71
2020
Q4 		$592K Buy
4,917
+1,055
+27% +$122K 0.31% 69
2020
Q3 		$449K Sell
3,862
-827
-18% -$97.4K 0.27% 75
2020
Q2 		$541K Sell
4,689
-285
-6% -$33.1K 0.32% 73
2020
Q1 		$528K Buy
4,974
+218
+5% +$27.6K 0.38% 67
2019
Q4 		$609K Buy
4,756
+8
+0.2% +$1.04K 0.41% 68
2019
Q3 		$660K Buy
4,748
+112
+2% +$15.1K 0.48% 58
2019
Q2 		$611K Sell
4,636
-100
-2% -$13.1K 0.44% 63
2019
Q1 		$639K Buy
4,736
+286
+6% +$36.5K 0.46% 63
2018
Q4 		$484K Sell
4,450
-475
-10% -$57K 0.41% 67
2018
Q3 		$231 Buy
4,925
+11
+0.2% +$1.54K 0.13% 106
2018
Q2 		$656K Sell
4,914
-472
-9% -$65.8K 0.49% 58
2018
Q1 		$790K Buy
5,386
+55
+1% +$8.32K 0.59% 54
2017
Q4 		$782K Buy
5,331
+1,239
+30% +$180K 0.58% 57
2017
Q3 		$568K Buy
4,092
+4
+0.1% +$557 0.49% 62
2017
Q2 		$601K Sell
4,088
-475
-10% -$71.6K 0.55% 62
2017
Q1 		$760K Buy
4,563
+7
+0.2% +$1.17K 0.73% 50
2016
Q4 		$723K Sell
4,556
-7,696
-63% -$1.17M 0.71% 54
2016
Q3 		$1.86M Buy
12,252
+7,500
+158% +$1.14M 1.05% 33
2016
Q2 		$690K Sell
4,752
-7,495
-61% -$1.07M 0.69% 57
2016
Q1 		$1.61M Buy
12,247
+7,464
+156% +$953K 1.05% 31
2015
Q4 		$630K Buy
4,783
+7
+0.1% +$940 0.76% 54
2015
Q3 		$661K Sell
4,776
-155
-3% -$22.9K 0.87% 49
2015
Q2 		$764K Sell
4,931
-152
-3% -$24.4K 0.92% 47
2015
Q1 		$779K Sell
5,083
-452
-8% -$68.6K 0.86% 45
2014
Q4 		$848K Buy
+5,535
New +$881K 0.98% 37

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

Investment Partners's IBM Position: Q1 2026 in Review

Investment Partners increased its IBM (IBM) stake by 3.9% in Q1 2026, buying an estimated $35.2K and bringing the position to 3,429 shares worth $831K. The position accounts for 0.3% of the portfolio, ranked #79.

Investment Partners first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.86M in Q3 2016. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Investment Partners held 3,429 shares of IBM worth $831K as of Q1 2026.
  • Investment Partners bought 130 IBM shares in Q1 2026, an estimated $35.2K.
  • IBM made up 0.3% of Investment Partners's portfolio in Q1 2026, its #79 holding.
  • Investment Partners first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's IBM position peaked at $1.86M in Q3 2016.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.