Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s IBM IBM Stock Holding History

Kovitz Investment Group 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 		$4.63M Buy
19,093
+278
+1% +$75.2K 0.11% 138
2025
Q4 		$5.57M Sell
18,815
-87,187
-82% -$26.1M 0.12% 137
2025
Q3 		$29.9M Buy
106,002
+3,807
+4% +$996K 0.12% 165
2025
Q2 		$30.1M Buy
102,195
+4,355
+4% +$1.12M 0.13% 142
2025
Q1 		$24.3M Buy
97,840
+910
+0.9% +$223K 0.12% 148
2024
Q4 		$21.3M Sell
96,930
-4,726
-5% -$1.05M 0.1% 167
2024
Q3 		$18.7M Buy
101,656
+37,654
+59% +$7.38M 0.13% 140
2024
Q2 		$11.1M Buy
64,002
+14,884
+30% +$2.59M 0.09% 166
2024
Q1 		$9.38M Buy
49,118
+4,378
+10% +$799K 0.12% 125
2023
Q4 		$7.32M Sell
44,740
-438
-1% -$66.2K 0.12% 100
2023
Q3 		$6.34M Sell
45,178
-359
-0.8% -$51.1K 0.11% 104
2023
Q2 		$6.09M Sell
45,537
-1,036
-2% -$134K 0.09% 116
2023
Q1 		$6.11M Sell
46,573
-131
-0.3% -$17.5K 0.11% 120
2022
Q4 		$6.58M Sell
46,704
-2,650
-5% -$366K 0.13% 111
2022
Q3 		$5.86M Sell
49,354
-401
-0.8% -$52.6K 0.14% 108
2022
Q2 		$7.03M Sell
49,755
-588
-1% -$79.4K 0.16% 102
2022
Q1 		$6.55M Sell
50,343
-1,315
-3% -$171K 0.12% 125
2021
Q4 		$6.5M Sell
51,658
-948
-2% -$119K 0.15% 99
2021
Q3 		$6.99M Sell
52,606
-1,317
-2% -$176K 0.14% 105
2021
Q2 		$7.56M Sell
53,923
-742
-1% -$101K 0.15% 105
2021
Q1 		$6.96M Sell
54,665
-14,639
-21% -$1.75M 0.16% 94
2020
Q4 		$8.34M Buy
69,304
+14,266
+26% +$1.65M 0.2% 74
2020
Q3 		$6.4M Sell
55,038
-1,035
-2% -$122K 0.18% 89
2020
Q2 		$6.47M Sell
56,073
-363
-0.6% -$42.2K 0.2% 82
2020
Q1 		$5.99M Sell
56,436
-753
-1% -$95.2K 0.22% 78
2019
Q4 		$7.33M Sell
57,189
-2,903
-5% -$377K 0.21% 78
2019
Q3 		$8.35M Sell
60,092
-988
-2% -$133K 0.27% 67
2019
Q2 		$8.05M Sell
61,080
-6,788
-10% -$892K 0.25% 65
2019
Q1 		$9.16M Buy
67,868
+2,395
+4% +$305K 0.29% 53
2018
Q4 		$7.12M Buy
65,473
+49,665
+314% +$5.96M 0.28% 60
2018
Q3 		$2.29M Sell
15,808
-908
-5% -$127K 0.1% 56
2018
Q2 		$2.23M Buy
16,716
+536
+3% +$74.8K 0.1% 59
2018
Q1 		$2.37M Buy
16,180
+4,136
+34% +$626K 0.11% 53
2017
Q4 		$1.77K Sell
12,044
-157
-1% -$22.8K 0.08% 70
2017
Q3 		$1.69M Sell
12,201
-800
-6% -$111K 0.08% 68
2017
Q2 		$1.91M Sell
13,001
-376
-3% -$56.7K 0.1% 60
2017
Q1 		$2.23M Sell
13,377
-486
-4% -$81.5K 0.12% 60
2016
Q4 		$2.2M Buy
13,863
+2,088
+18% +$318K 0.13% 53
2016
Q3 		$1.79M Sell
11,775
-301
-2% -$45.7K 0.11% 70
2016
Q2 		$1.75M Buy
12,076
+92
+0.8% +$13.2K 0.12% 69
2016
Q1 		$1.74M Buy
+11,984
New +$1.53M 0.1% 72

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

Kovitz Investment Group Partners's IBM Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its IBM (IBM) stake by 1.5% in Q1 2026, buying an estimated $75.2K and bringing the position to 19,093 shares worth $4.63M. The position accounts for 0.11% of the portfolio, ranked #138.

Kovitz Investment Group Partners first reported a position in IBM in Q1 2016 and has held it in 41 quarters since. The position peaked at $30.1M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Kovitz Investment Group Partners held 19,093 shares of IBM worth $4.63M as of Q1 2026.
  • Kovitz Investment Group Partners bought 278 IBM shares in Q1 2026, an estimated $75.2K.
  • IBM made up 0.11% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #138 holding.
  • Kovitz Investment Group Partners first reported a position in IBM in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's IBM position peaked at $30.1M in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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