Mill Creek Capital Advisors’s IBM IBM Stock Holding History

Mill Creek Capital Advisors’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	$273K	Sell	1,126 -9	-0.8%	-$2.44K	0.01%	218
2025 Q4	$336K	Sell	1,135 -946	-45%	-$283K	0.01%	199
2025 Q3	$587K	Buy	2,081 +3	+0.1%	+$785	0.01%	150
2025 Q2	$613K	Sell	2,078 -14	-0.7%	-$3.61K	0.01%	143
2025 Q1	$520K	Buy	2,092 +14	+0.7%	+$3.42K	0.01%	152
2024 Q4	$457K	Buy	2,078 +923	+80%	+$206K	0.01%	172
2024 Q3	$255K	Sell	1,155 -10	-0.9%	-$1.96K	0.01%	216
2024 Q2	$201K	Buy	1,165 +57	+5%	+$9.9K	0.01%	250
2024 Q1	$212K	Sell	1,108 -196	-15%	-$35.8K	0.01%	223
2023 Q4	$213K	Sell	1,304 -220	-14%	-$33.2K	0.01%	225
2023 Q3	$214K	Sell	1,524 -276	-15%	-$39.3K	0.01%	206
2023 Q2	$241K	Buy	+1,800	New	+$232K	0.01%	210

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

Mill Creek Capital Advisors's IBM Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its IBM (IBM) stake by 0.79% in Q1 2026, selling an estimated $2.44K and leaving 1,126 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #218.

Mill Creek Capital Advisors first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $613K in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Mill Creek Capital Advisors held 1,126 shares of IBM worth $273K as of Q1 2026.
Mill Creek Capital Advisors sold 9 IBM shares in Q1 2026, an estimated $2.44K.
IBM made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #218 holding.
Mill Creek Capital Advisors first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
Mill Creek Capital Advisors's IBM position peaked at $613K in Q2 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.