Kooman & Associates’s IBM IBM Stock Holding History

Kooman & Associates’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	$328K	Sell	1,353 -11	-0.8%	-$2.98K	0.1%	38
2025 Q4	$404K	Sell	1,364 -3	-0.2%	-$898	0.12%	32
2025 Q3	$386K	Sell	1,367 -18	-1%	-$4.71K	0.12%	36
2025 Q2	$408K	Buy	1,385 +10	+0.7%	+$2.58K	0.14%	31
2025 Q1	$342K	Buy	1,375 +38	+3%	+$9.29K	0.13%	33
2024 Q4	$294K	Sell	1,337 -23	-2%	-$5.12K	0.11%	37
2024 Q3	$301K	Buy	1,360 +2	+0.1%	+$392	0.11%	36
2024 Q2	$235K	Buy	1,358 +2	+0.1%	+$348	0.09%	39
2024 Q1	$259K	Sell	1,356 -16	-1%	-$2.92K	0.11%	34
2023 Q4	$224K	Buy	+1,372	New	+$207K	0.1%	38

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

Kooman & Associates's IBM Position: Q1 2026 in Review

Kooman & Associates reduced its IBM (IBM) stake by 0.81% in Q1 2026, selling an estimated $2.98K and leaving 1,353 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #38.

Kooman & Associates first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $408K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Kooman & Associates held 1,353 shares of IBM worth $328K as of Q1 2026.
Kooman & Associates sold 11 IBM shares in Q1 2026, an estimated $2.98K.
IBM made up 0.1% of Kooman & Associates's portfolio in Q1 2026, its #38 holding.
Kooman & Associates first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Kooman & Associates's IBM position peaked at $408K in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.