James J. Burns & Company’s IBM IBM Stock Holding History

James J. Burns & Company’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	–	Sell	-851	Closed	-$252K	–	159
2025 Q4	$252K	Sell	851 -200	-19%	-$59.9K	0.03%	143
2025 Q3	$296K	Hold	1,051	–	–	0.04%	123
2025 Q2	$310K	Buy	1,051 +2	+0.2%	+$515	0.05%	121
2025 Q1	$261K	Buy	1,049 +35	+3%	+$8.56K	0.05%	125
2024 Q4	$223K	Buy	+1,014	New	+$226K	0.04%	138

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James J. Burns & Company's IBM Position: Q1 2026 in Review

James J. Burns & Company sold out of IBM (IBM) in Q1 2026, closing a stake of 851 shares — an estimated $252K sold.

James J. Burns & Company first reported a position in IBM in Q4 2024 and held it in 5 quarters. The position peaked at $310K in Q2 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

James J. Burns & Company reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
James J. Burns & Company sold 851 IBM shares in Q1 2026, an estimated $252K.
James J. Burns & Company first reported a position in IBM in Q4 2024 and held it in 5 quarters.
James J. Burns & Company's IBM position peaked at $310K in Q2 2025.
3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.