LOIM
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Liberty One Investment Management’s IBM IBM Stock Holding History

Liberty One Investment Management’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 		$357K Buy
+1,471
New +$398K 0.04% 135

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

Liberty One Investment Management's IBM Position: Q1 2026 in Review

Liberty One Investment Management opened a new position in IBM (IBM) in Q1 2026: 1,471 shares worth $357K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Liberty One Investment Management held 1,471 shares of IBM worth $357K as of Q1 2026.
  • IBM was a new Liberty One Investment Management position in Q1 2026.
  • IBM made up 0.04% of Liberty One Investment Management's portfolio in Q1 2026, its #135 holding.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.