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Middleton & Co’s IBM IBM Stock Holding History

Middleton & Co’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 		$431K Hold
1,777
– – 0.05% 118
2025
Q4 		$526K Hold
1,777
– – 0.06% 110
2025
Q3 		$501K Hold
1,777
– – 0.05% 114
2025
Q2 		$524K Hold
1,777
– – 0.06% 114
2025
Q1 		$442K Hold
1,777
– – 0.05% 117
2024
Q4 		$391K Buy
1,777
+35
+2% +$7.79K 0.04% 122
2024
Q3 		$385K Hold
1,742
– – 0.04% 125
2024
Q2 		$301K Buy
1,742
+60
+4% +$10.4K 0.04% 133
2024
Q1 		$321K Sell
1,682
-90
-5% -$16.4K 0.04% 139
2023
Q4 		$290K Hold
1,772
– – 0.04% 130
2023
Q3 		$249K Hold
1,772
– – 0.03% 132
2023
Q2 		$237K Sell
1,772
-76
-4% -$9.81K 0.03% 143
2023
Q1 		$242K Hold
1,848
– – 0.03% 141
2022
Q4 		$260K Hold
1,848
– – 0.04% 143
2022
Q3 		$220K Sell
1,848
-100
-5% -$13.1K 0.03% 139
2022
Q2 		$275K Hold
1,948
– – 0.04% 141
2022
Q1 		$253K Buy
+1,948
New +$254K 0.03% 148
2021
Q4 		– Sell
-1,617
Closed -$215K – 163
2021
Q3 		$215K Hold
1,617
– – 0.02% 152
2021
Q2 		$227K Sell
1,617
-504
-24% -$68.9K 0.02% 150
2021
Q1 		$270K Buy
+2,121
New +$254K 0.03% 138
2019
Q4 		– Sell
-1,565
Closed -$218K – 140
2019
Q3 		$218K Sell
1,565
-60
-4% -$8.09K 0.03% 137
2019
Q2 		$214K Sell
1,625
-680
-30% -$89.3K 0.03% 136
2019
Q1 		$311K Sell
2,305
-1,135
-33% -$145K 0.05% 127
2018
Q4 		$374K Sell
3,440
-288
-8% -$34.6K 0.07% 117
2018
Q3 		$539K Sell
3,728
-927
-20% -$130K 0.08% 117
2018
Q2 		$622K Sell
4,655
-171
-4% -$23.8K 0.11% 116
2018
Q1 		$708K Buy
4,826
+56
+1% +$8.47K 0.13% 114
2017
Q4 		$700K Sell
4,770
-807
-14% -$117K 0.12% 118
2017
Q3 		$774K Sell
5,577
-653
-10% -$91K 0.14% 116
2017
Q2 		$916K Sell
6,230
-2,836
-31% -$428K 0.2% 82
2017
Q1 		$1.51M Sell
9,066
-429
-5% -$71.9K 0.33% 73
2016
Q4 		$1.51M Sell
9,495
-177
-2% -$27K 0.34% 73
2016
Q3 		$1.47M Sell
9,672
-1,125
-10% -$171K 0.33% 73
2016
Q2 		$1.57M Sell
10,797
-439
-4% -$62.8K 0.36% 67
2016
Q1 		$1.63M Sell
11,236
-251
-2% -$32.1K 0.38% 65
2015
Q4 		$1.51M Sell
11,487
-950
-8% -$128K 0.34% 66
2015
Q3 		$1.72M Sell
12,437
-153
-1% -$22.6K 0.41% 63
2015
Q2 		$1.96M Buy
12,590
+1,266
+11% +$203K 0.42% 64
2015
Q1 		$1.74M Buy
11,324
+3,964
+54% +$601K 0.38% 69
2014
Q4 		$1.13M Sell
7,360
-261
-3% -$41.5K 0.25% 81
2014
Q3 		$1.38M Sell
7,621
-581
-7% -$106K 0.32% 74
2014
Q2 		$1.42M Sell
8,202
-403
-5% -$72.5K 0.32% 74
2014
Q1 		$1.58M Sell
8,605
-899
-9% -$158K 0.37% 70
2013
Q4 		$1.7M Buy
9,504
+821
+9% +$142K 0.45% 57
2013
Q3 		$1.54M Sell
8,683
-1,156
-12% -$210K 0.4% 69
2013
Q2 		$1.8M Buy
+9,839
New +$1.92M 0.53% 59

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

Middleton & Co's IBM Position: Q1 2026 in Review

Middleton & Co held its IBM (IBM) position steady in Q1 2026 at 1,777 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #118.

Middleton & Co first reported a position in IBM in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.96M in Q2 2015. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Middleton & Co held 1,777 shares of IBM worth $431K as of Q1 2026.
  • Middleton & Co left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #118 holding.
  • Middleton & Co first reported a position in IBM in Q2 2013 and has held it in 46 quarters since.
  • Middleton & Co's IBM position peaked at $1.96M in Q2 2015.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.