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L.J. Altfest & Co’s IBM IBM Stock Holding History

L.J. Altfest & Co’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 		$1.81M Sell
7,476
-398
-5% -$108K 0.19% 92
2025
Q4 		$2.33M Sell
7,874
-121
-2% -$36.2K 0.26% 73
2025
Q3 		$2.26M Sell
7,995
-92
-1% -$24.1K 0.25% 70
2025
Q2 		$2.38M Sell
8,087
-68
-0.8% -$17.5K 0.28% 65
2025
Q1 		$2.03M Sell
8,155
-238
-3% -$58.2K 0.25% 70
2024
Q4 		$1.85M Buy
8,393
+54
+0.6% +$12K 0.24% 75
2024
Q3 		$1.84M Buy
8,339
+553
+7% +$108K 0.25% 73
2024
Q2 		$1.35M Sell
7,786
-1,299
-14% -$226K 0.18% 89
2024
Q1 		$1.74M Buy
9,085
+448
+5% +$81.7K 0.25% 69
2023
Q4 		$1.41M Sell
8,637
-51
-0.6% -$7.71K 0.2% 86
2023
Q3 		$1.22M Hold
8,688
– – 0.19% 87
2023
Q2 		$1.16M Sell
8,688
-483
-5% -$62.3K 0.17% 90
2023
Q1 		$1.2M Sell
9,171
-17
-0.2% -$2.27K 0.19% 80
2022
Q4 		$1.29M Buy
9,188
+686
+8% +$94.6K 0.21% 76
2022
Q3 		$1.01M Sell
8,502
-413
-5% -$54.2K 0.19% 83
2022
Q2 		$1.26M Buy
8,915
+11
+0.1% +$1.49K 0.23% 71
2022
Q1 		$1.16M Sell
8,904
-44
-0.5% -$5.74K 0.21% 78
2021
Q4 		$1.2M Sell
8,948
-424
-5% -$53.2K 0.23% 85
2021
Q3 		$1.25M Sell
9,372
-69
-0.7% -$9.22K 0.26% 68
2021
Q2 		$1.32M Sell
9,441
-723
-7% -$98.9K 0.29% 62
2021
Q1 		$1.29M Buy
10,164
+15
+0.1% +$1.79K 0.31% 63
2020
Q4 		$1.22M Sell
10,149
-4,497
-31% -$520K 0.3% 61
2020
Q3 		$1.7M Sell
14,646
-1,144
-7% -$135K 0.45% 36
2020
Q2 		$1.82M Buy
15,790
+1,336
+9% +$155K 0.52% 34
2020
Q1 		$1.53M Buy
14,454
+2,935
+25% +$371K 0.48% 38
2019
Q4 		$1.48M Sell
11,519
-397
-3% -$51.6K 0.37% 43
2019
Q3 		$1.66M Sell
11,916
-217
-2% -$29.3K 0.43% 37
2019
Q2 		$1.6M Sell
12,133
-1,942
-14% -$255K 0.43% 41
2019
Q1 		$1.9M Sell
14,075
-453
-3% -$57.7K 0.46% 37
2018
Q4 		$1.58M Sell
14,528
-640
-4% -$76.8K 0.44% 36
2018
Q3 		$2.19M Sell
15,168
-220
-1% -$30.7K 0.64% 26
2018
Q2 		$2.06M Sell
15,388
-4,431
-22% -$618K 0.77% 25
2018
Q1 		$2.91M Buy
19,819
+306
+2% +$46.3K 1.25% 17
2017
Q4 		$2.86M Sell
19,513
-201
-1% -$29.2K 1.09% 16
2017
Q3 		$2.73M Sell
19,714
-81
-0.4% -$11.3K 1.33% 12
2017
Q2 		$2.91M Buy
19,795
+4,658
+31% +$702K 1.76% 13
2017
Q1 		$2.52M Sell
15,137
-10,965
-42% -$1.84M 1% 19
2016
Q4 		$4.14M Sell
26,102
-329
-1% -$50.1K 2.07% 8
2016
Q3 		$4.01M Buy
26,431
+27
+0.1% +$4.1K 2.67% 6
2016
Q2 		$3.83M Buy
26,404
+10,783
+69% +$1.54M 2.67% 6
2016
Q1 		$2.26M Sell
15,621
-224
-1% -$28.6K 2.33% 10
2015
Q4 		$2.08M Sell
15,845
-9,125
-37% -$1.23M 2.04% 12
2015
Q3 		$3.46M Sell
24,970
-62
-0.2% -$9.15K 3.42% 4
2015
Q2 		$3.89M Buy
25,032
+316
+1% +$50.8K 3.57% 3
2015
Q1 		$3.79M Buy
24,716
+2,873
+13% +$436K 3.53% 2
2014
Q4 		$3.35M Sell
21,843
-192
-0.9% -$30.5K 2.74% 3
2014
Q3 		$3.98M Buy
22,035
+218
+1% +$39.7K 3.91% 4
2014
Q2 		$3.92M Sell
21,817
-35
-0.2% -$6.3K 3.86% 4
2014
Q1 		$4.08M Sell
21,852
-328
-1% -$57.7K 3.79% 4
2013
Q4 		$3.98M Buy
+22,180
New +$3.82M 3.39% 4

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

L.J. Altfest & Co's IBM Position: Q1 2026 in Review

L.J. Altfest & Co reduced its IBM (IBM) stake by 5.1% in Q1 2026, selling an estimated $108K and leaving 7,476 shares worth $1.81M. The position accounts for 0.19% of the portfolio, ranked #92.

L.J. Altfest & Co first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.14M in Q4 2016. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • L.J. Altfest & Co held 7,476 shares of IBM worth $1.81M as of Q1 2026.
  • L.J. Altfest & Co sold 398 IBM shares in Q1 2026, an estimated $108K.
  • IBM made up 0.19% of L.J. Altfest & Co's portfolio in Q1 2026, its #92 holding.
  • L.J. Altfest & Co first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • L.J. Altfest & Co's IBM position peaked at $4.14M in Q4 2016.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.