M. Kulyk & Associates’s IBM IBM Stock Holding History

M. Kulyk & Associates’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	$341K	Hold	1,408	–	–	0.06%	89
2025 Q4	$417K	Buy	1,408 +48	+4%	+$14.4K	0.08%	72
2025 Q3	$384K	Buy	1,360 +50	+4%	+$13.1K	0.08%	70
2025 Q2	$386K	Buy	1,310 +1	+0.1%	+$258	0.08%	72
2025 Q1	$326K	Sell	1,309 -16	-1%	-$3.91K	0.07%	72
2024 Q4	$291K	Sell	1,325 -263	-17%	-$58.6K	0.06%	83
2024 Q3	$351K	Hold	1,588	–	–	0.07%	82
2024 Q2	$275K	Buy	1,588 +12	+0.8%	+$2.08K	0.06%	90
2024 Q1	$301K	Buy	1,576 +116	+8%	+$21.2K	0.07%	86
2023 Q4	$239K	Buy	+1,460	New	+$221K	0.06%	96
2022 Q4	–	Sell	-1,962	Closed	-$233K	–	102
2022 Q3	$233K	Hold	1,962	–	–	0.08%	91
2022 Q2	$277K	Hold	1,962	–	–	0.09%	83
2022 Q1	$255K	Sell	1,962 -368	-16%	-$48K	0.07%	91
2021 Q4	$311K	Buy	+2,330	New	+$292K	0.08%	79

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M. Kulyk & Associates's IBM Position: Q1 2026 in Review

M. Kulyk & Associates held its IBM (IBM) position steady in Q1 2026 at 1,408 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #89.

M. Kulyk & Associates first reported a position in IBM in Q4 2021 and has held it in 14 quarters since. The position peaked at $417K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

M. Kulyk & Associates held 1,408 shares of IBM worth $341K as of Q1 2026.
M. Kulyk & Associates left its IBM share count unchanged in Q1 2026.
IBM made up 0.06% of M. Kulyk & Associates's portfolio in Q1 2026, its #89 holding.
M. Kulyk & Associates first reported a position in IBM in Q4 2021 and has held it in 14 quarters since.
M. Kulyk & Associates's IBM position peaked at $417K in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.