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Means Investment Company’s IBM IBM Stock Holding History

Means Investment Company’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 		$1.99M Buy
8,197
+731
+10% +$198K 0.17% 57
2025
Q4 		$2.21M Sell
7,466
-724
-9% -$217K 0.19% 56
2025
Q3 		$2.31M Sell
8,190
-146
-2% -$38.2K 0.2% 56
2025
Q2 		$2.46M Buy
8,336
+551
+7% +$142K 0.23% 52
2025
Q1 		$1.94M Sell
7,785
-444
-5% -$109K 0.21% 58
2024
Q4 		$1.81M Buy
8,229
+221
+3% +$49.2K 0.19% 64
2024
Q3 		$1.77M Buy
8,008
+125
+2% +$24.5K 0.2% 68
2024
Q2 		$1.36M Buy
7,883
+42
+0.5% +$7.3K 0.16% 74
2024
Q1 		$1.5M Sell
7,841
-189
-2% -$34.5K 0.19% 71
2023
Q4 		$1.31M Sell
8,030
-147
-2% -$22.2K 0.19% 78
2023
Q3 		$1.15M Sell
8,177
-69
-0.8% -$9.82K 0.19% 84
2023
Q2 		$1.1M Sell
8,246
-158
-2% -$20.4K 0.17% 91
2023
Q1 		$1.1M Sell
8,404
-175
-2% -$23.4K 0.19% 91
2022
Q4 		$1.21M Buy
8,579
+156
+2% +$21.5K 0.24% 84
2022
Q3 		$1M Buy
8,423
+41
+0.5% +$5.38K 0.22% 86
2022
Q2 		$1.18M Sell
8,382
-231
-3% -$31.2K 0.25% 80
2022
Q1 		$1.12M Buy
8,613
+258
+3% +$33.6K 0.2% 80
2021
Q4 		$1.12M Sell
8,355
-2,014
-19% -$253K 0.2% 79
2021
Q3 		$1.38M Buy
10,369
+2,585
+33% +$346K 0.27% 74
2021
Q2 		$1.09M Sell
7,784
-148
-2% -$20.2K 0.22% 75
2021
Q1 		$1.01M Buy
7,932
+140
+2% +$16.8K 0.23% 74
2020
Q4 		$901K Sell
7,792
-113
-1% -$13.1K 0.21% 74
2020
Q3 		$862K Buy
7,905
+1,055
+15% +$124K 0.24% 68
2020
Q2 		$830K Sell
6,850
-303
-4% -$35.2K 0.26% 65
2020
Q1 		$816K Buy
7,153
+312
+5% +$39.5K 0.32% 64
2019
Q4 		$905K Sell
6,841
-104
-1% -$13.5K 0.3% 65
2019
Q3 		$914K Buy
6,945
+1,777
+34% +$240K 0.35% 67
2019
Q2 		$688K Sell
5,168
-739
-13% -$97.1K 0.28% 70
2019
Q1 		$797K Buy
5,907
+1,328
+29% +$169K 0.35% 68
2018
Q4 		$498K Buy
+4,579
New +$550K 0.28% 77

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

Means Investment Company's IBM Position: Q1 2026 in Review

Means Investment Company increased its IBM (IBM) stake by 9.8% in Q1 2026, buying an estimated $198K and bringing the position to 8,197 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #57.

Means Investment Company first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.46M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Means Investment Company held 8,197 shares of IBM worth $1.99M as of Q1 2026.
  • Means Investment Company bought 731 IBM shares in Q1 2026, an estimated $198K.
  • IBM made up 0.17% of Means Investment Company's portfolio in Q1 2026, its #57 holding.
  • Means Investment Company first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's IBM position peaked at $2.46M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.