Miller Investment Management’s IBM IBM Stock Holding History

Miller Investment 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	$442K	Hold	1,822	–	–	0.04%	72
2025 Q4	$540K	Hold	1,822	–	–	0.05%	72
2025 Q3	$514K	Hold	1,822	–	–	0.05%	81
2025 Q2	$537K	Hold	1,822	–	–	0.06%	79
2025 Q1	$453K	Hold	1,822	–	–	0.05%	80
2024 Q4	$401K	Hold	1,822	–	–	0.04%	84
2024 Q3	$403K	Hold	1,822	–	–	0.04%	86
2024 Q2	$315K	Hold	1,822	–	–	0.04%	90
2024 Q1	$348K	Hold	1,822	–	–	0.04%	89
2023 Q4	$298K	Hold	1,822	–	–	0.04%	90
2023 Q3	$256K	Hold	1,822	–	–	0.04%	86
2023 Q2	$244K	Hold	1,822	–	–	0.04%	89
2023 Q1	$239K	Hold	1,822	–	–	0.04%	89
2022 Q4	$257K	Hold	1,822	–	–	0.04%	87
2022 Q3	$216K	Hold	1,822	–	–	0.05%	88
2022 Q2	$257K	Hold	1,822	–	–	0.05%	82
2022 Q1	$237K	Hold	1,822	–	–	0.04%	91
2021 Q4	$244K	Sell	1,822 -84	-4%	-$10.5K	0.03%	93
2021 Q3	$253K	Sell	1,906 -414	-18%	-$55.3K	0.04%	82
2021 Q2	$325K	Hold	2,320	–	–	0.06%	68
2021 Q1	$296K	Hold	2,320	–	–	0.05%	67
2020 Q4	$279K	Hold	2,320	–	–	0.05%	67
2020 Q3	$270K	Hold	2,320	–	–	0.07%	62
2020 Q2	$268K	Hold	2,320	–	–	0.08%	59
2020 Q1	$246K	Hold	2,320	–	–	0.08%	61
2019 Q4	$297K	Hold	2,320	–	–	0.07%	64
2019 Q3	$323K	Hold	2,320	–	–	0.07%	62
2019 Q2	$306K	Hold	2,320	–	–	0.07%	62
2019 Q1	$313K	Hold	2,320	–	–	0.08%	64
2018 Q4	$252K	Hold	2,320	–	–	0.07%	66
2018 Q3	$335K	Hold	2,320	–	–	0.1%	66
2018 Q2	$310K	Hold	2,320	–	–	0.09%	71
2018 Q1	$340K	Hold	2,320	–	–	0.11%	65
2017 Q4	$340K	Hold	2,320	–	–	0.1%	64
2017 Q3	$322K	Hold	2,320	–	–	0.1%	64
2017 Q2	$341K	Hold	2,320	–	–	0.12%	60
2017 Q1	$386K	Hold	2,320	–	–	0.14%	57
2016 Q4	$368K	Hold	2,320	–	–	0.12%	58
2016 Q3	$352K	Sell	2,320 -34	-1%	-$5.16K	0.13%	58
2016 Q2	$342K	Hold	2,354	–	–	0.13%	57
2016 Q1	$341K	Hold	2,354	–	–	0.15%	52
2015 Q4	$310K	Sell	2,354 -52	-2%	-$6.99K	0.12%	54
2015 Q3	$333K	Hold	2,406	–	–	0.13%	53
2015 Q2	$374K	Hold	2,406	–	–	0.14%	54
2015 Q1	$369K	Sell	2,406 -15	-0.6%	-$2.27K	0.13%	56
2014 Q4	$371K	Buy	2,421 +15	+0.6%	+$2.39K	0.14%	52
2014 Q3	$437K	Hold	2,406	–	–	0.21%	48
2014 Q2	$417K	Hold	2,406	–	–	0.19%	52
2014 Q1	$443K	Sell	2,406 -7,704	-76%	-$1.36M	0.25%	50
2013 Q4	$1.81M	Hold	10,110	–	–	1.01%	30
2013 Q3	$1.79M	Sell	10,110 -130	-1%	-$23.6K	1.07%	23
2013 Q2	$1.87M	Buy	+10,240	New	+$1.99M	1.33%	12

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

Miller Investment Management's IBM Position: Q1 2026 in Review

Miller Investment Management held its IBM (IBM) position steady in Q1 2026 at 1,822 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #72.

Miller Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.87M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Miller Investment Management held 1,822 shares of IBM worth $442K as of Q1 2026.
Miller Investment Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.04% of Miller Investment Management's portfolio in Q1 2026, its #72 holding.
Miller Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's IBM position peaked at $1.87M in Q2 2013.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.