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INVST’s IBM IBM Stock Holding History

INVST’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 		$637K Buy
2,628
+1,458
+125% +$395K 0.07% 232
2025
Q4 		$347K Buy
1,170
+51
+5% +$15.3K 0.04% 259
2025
Q3 		$316K Sell
1,119
-81
-7% -$21.2K 0.04% 265
2025
Q2 		$354K Buy
+1,200
New +$309K 0.04% 249
2024
Q3 		– Sell
-6,551
Closed -$1.15M – 272
2024
Q2 		$1.15M Buy
6,551
+33
+0.5% +$5.73K 0.13% 95
2024
Q1 		$1.24M Sell
6,518
-3
-0% -$547 0.15% 88
2023
Q4 		$1.2M Buy
6,521
+12
+0.2% +$1.81K 0.15% 87
2023
Q3 		$913K Buy
6,509
+61
+0.9% +$8.68K 0.13% 97
2023
Q2 		$863K Sell
6,448
-1
-0% -$129 0.12% 94
2023
Q1 		$819K Sell
6,449
-345
-5% -$46.2K 0.13% 98
2022
Q4 		$915K Sell
6,794
-9
-0.1% -$1.24K 0.14% 84
2022
Q3 		$801K Sell
6,803
-4
-0.1% -$525 0.14% 88
2022
Q2 		$895K Sell
6,807
-84
-1% -$11.3K 0.14% 84
2022
Q1 		$926K Buy
+6,891
New +$899K 0.15% 73
2021
Q2 		– Sell
-2,176
Closed -$295K – 206
2021
Q1 		$295K Sell
2,176
-1,563
-42% -$187K 0.05% 151
2020
Q4 		$450K Buy
3,739
+639
+21% +$73.9K 0.08% 119
2020
Q3 		$359K Buy
3,100
+172
+6% +$20.3K 0.08% 102
2020
Q2 		$332K Buy
2,928
+660
+29% +$76.7K 0.1% 95
2020
Q1 		$228K Buy
+2,268
New +$287K 0.09% 84

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

INVST's IBM Position: Q1 2026 in Review

INVST increased its IBM (IBM) stake by 125% in Q1 2026, buying an estimated $395K and bringing the position to 2,628 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #232.

INVST first reported a position in IBM in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.24M in Q1 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • INVST held 2,628 shares of IBM worth $637K as of Q1 2026.
  • INVST bought 1,458 IBM shares in Q1 2026, an estimated $395K.
  • IBM made up 0.07% of INVST's portfolio in Q1 2026, its #232 holding.
  • INVST first reported a position in IBM in Q1 2020 and has held it in 19 quarters since.
  • INVST's IBM position peaked at $1.24M in Q1 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.