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Longfellow Investment Management’s IBM IBM Stock Holding History

Longfellow 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 		$2M Buy
8,264
+3,368
+69% +$911K 0.42% 44
2025
Q4 		$1.45M Sell
4,896
-1,618
-25% -$485K 0.33% 45
2025
Q3 		$1.84M Hold
6,514
– – 0.44% 40
2025
Q2 		$1.92M Sell
6,514
-948
-13% -$244K 0.47% 36
2025
Q1 		$1.86M Sell
7,462
-1,191
-14% -$291K 0.45% 28
2024
Q4 		$1.9M Sell
8,653
-555
-6% -$124K 0.49% 25
2024
Q3 		$2.04M Buy
9,208
+55
+0.6% +$10.8K 0.51% 27
2024
Q2 		$1.58M Buy
9,153
+1,714
+23% +$298K 0.4% 32
2024
Q1 		$1.42M Sell
7,439
-4,117
-36% -$751K 0.32% 36
2023
Q4 		$1.89M Sell
11,556
-1,411
-11% -$213K 0.47% 28
2023
Q3 		$1.82M Sell
12,967
-1,639
-11% -$233K 0.48% 33
2023
Q2 		$1.95M Buy
14,606
+594
+4% +$76.7K 0.45% 32
2023
Q1 		$1.84M Buy
14,012
+2,876
+26% +$385K 0.42% 33
2022
Q4 		$1.57M Sell
11,136
-15,089
-58% -$2.08M 0.36% 56
2022
Q3 		$3.12M Buy
26,225
+1,386
+6% +$182K 0.64% 24
2022
Q2 		$3.51M Buy
24,839
+14,274
+135% +$1.93M 0.76% 12
2022
Q1 		$1.37M Hold
10,565
– – 0.22% 109
2021
Q4 		$1.41M Sell
10,565
-486
-4% -$61K 0.23% 108
2021
Q3 		$1.47M Hold
11,051
– – 0.24% 95
2021
Q2 		$1.55M Sell
11,051
-6,754
-38% -$924K 0.22% 100
2021
Q1 		$2.27M Buy
17,805
+1,193
+7% +$143K 0.27% 84
2020
Q4 		$2M Buy
+16,612
New +$1.92M 0.24% 105

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

Longfellow Investment Management's IBM Position: Q1 2026 in Review

Longfellow Investment Management increased its IBM (IBM) stake by 69% in Q1 2026, buying an estimated $911K and bringing the position to 8,264 shares worth $2M. The position accounts for 0.42% of the portfolio, ranked #44.

Longfellow Investment Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.51M in Q2 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Longfellow Investment Management held 8,264 shares of IBM worth $2M as of Q1 2026.
  • Longfellow Investment Management bought 3,368 IBM shares in Q1 2026, an estimated $911K.
  • IBM made up 0.42% of Longfellow Investment Management's portfolio in Q1 2026, its #44 holding.
  • Longfellow Investment Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's IBM position peaked at $3.51M in Q2 2022.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.