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Mendel Money Management’s IBM IBM Stock Holding History

Mendel Money 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 		$4.82M Sell
19,896
-1,221
-6% -$330K 2.02% 12
2025
Q4 		$6.26M Sell
21,117
-746
-3% -$223K 2.62% 6
2025
Q3 		$6.17M Sell
21,863
-140
-0.6% -$36.6K 2.59% 5
2025
Q2 		$6.49M Sell
22,003
-2,037
-8% -$525K 2.87% 4
2025
Q1 		$5.98M Sell
24,040
-3,072
-11% -$751K 2.83% 4
2024
Q4 		$5.96M Sell
27,112
-1,993
-7% -$444K 2.66% 5
2024
Q3 		$6.43M Sell
29,105
-1,364
-4% -$267K 2.78% 4
2024
Q2 		$5.27M Sell
30,469
-710
-2% -$123K 2.47% 9
2024
Q1 		$5.95M Sell
31,179
-3,605
-10% -$658K 2.75% 5
2023
Q4 		$5.69M Sell
34,784
-319
-0.9% -$48.2K 2.73% 5
2023
Q3 		$4.92M Buy
35,103
+1,171
+3% +$167K 2.64% 10
2023
Q2 		$4.54M Buy
33,932
+555
+2% +$71.6K 2.33% 14
2023
Q1 		$4.38M Buy
33,377
+1,101
+3% +$147K 2.36% 15
2022
Q4 		$4.55M Buy
32,276
+1,308
+4% +$180K 2.59% 12
2022
Q3 		$3.68M Buy
30,968
+4,653
+18% +$611K 2.29% 15
2022
Q2 		$3.71M Buy
26,315
+2,865
+12% +$387K 2.21% 18
2022
Q1 		$3.05M Buy
23,450
+21,680
+1,225% +$2.83M 1.49% 26
2021
Q4 		$237K Buy
+1,770
New +$222K 0.14% 67
2014
Q4 		– Sell
-17,149
Closed -$3.11M – 52
2014
Q3 		$3.11M Buy
+17,149
New +$3.12M 3.05% 17

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

Mendel Money Management's IBM Position: Q1 2026 in Review

Mendel Money Management reduced its IBM (IBM) stake by 5.8% in Q1 2026, selling an estimated $330K and leaving 19,896 shares worth $4.82M. The position accounts for 2.02% of the portfolio, ranked #12.

Mendel Money Management first reported a position in IBM in Q3 2014 and has held it in 19 quarters since. The position peaked at $6.49M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mendel Money Management held 19,896 shares of IBM worth $4.82M as of Q1 2026.
  • Mendel Money Management sold 1,221 IBM shares in Q1 2026, an estimated $330K.
  • IBM made up 2.02% of Mendel Money Management's portfolio in Q1 2026, its #12 holding.
  • Mendel Money Management first reported a position in IBM in Q3 2014 and has held it in 19 quarters since.
  • Mendel Money Management's IBM position peaked at $6.49M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.