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Kuhn & Co Investment Counsel’s IBM IBM Stock Holding History

Kuhn & Co Investment Counsel’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 		$525K Buy
2,165
+78
+4% +$21.1K 0.34% 81
2025
Q4 		$618K Buy
2,087
+111
+6% +$33.2K 0.41% 75
2025
Q3 		$558K Sell
1,976
-16
-0.8% -$4.19K 0.44% 74
2025
Q2 		$587K Sell
1,992
-15
-0.7% -$3.87K 0.44% 77
2025
Q1 		$499K Hold
2,007
– – 0.42% 79
2024
Q4 		$441K Buy
+2,007
New +$447K 0.38% 81

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

Kuhn & Co Investment Counsel's IBM Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its IBM (IBM) stake by 3.7% in Q1 2026, buying an estimated $21.1K and bringing the position to 2,165 shares worth $525K. The position accounts for 0.34% of the portfolio, ranked #81.

Kuhn & Co Investment Counsel first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $618K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Kuhn & Co Investment Counsel held 2,165 shares of IBM worth $525K as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 78 IBM shares in Q1 2026, an estimated $21.1K.
  • IBM made up 0.34% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #81 holding.
  • Kuhn & Co Investment Counsel first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Kuhn & Co Investment Counsel's IBM position peaked at $618K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.