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Minot DeBlois Advisors’s IBM IBM Stock Holding History

Minot DeBlois 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 		$199K Sell
819
-100
-11% -$27.1K 0.18% 76
2025
Q4 		$272K Buy
919
+404
+78% +$121K 0.24% 72
2025
Q3 		$145K Sell
515
-60
-10% -$15.7K 0.13% 81
2025
Q2 		$170K Sell
575
-25
-4% -$6.44K 0.16% 77
2025
Q1 		$149K Sell
600
-25
-4% -$6.12K 0.15% 78
2024
Q4 		$137K Buy
+625
New +$139K 0.13% 83

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

Minot DeBlois Advisors's IBM Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $27.1K and leaving 819 shares worth $199K. The position accounts for 0.18% of the portfolio, ranked #76.

Minot DeBlois Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Minot DeBlois Advisors held 819 shares of IBM worth $199K as of Q1 2026.
  • Minot DeBlois Advisors sold 100 IBM shares in Q1 2026, an estimated $27.1K.
  • IBM made up 0.18% of Minot DeBlois Advisors's portfolio in Q1 2026, its #76 holding.
  • Minot DeBlois Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's IBM position peaked at $272K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.