Monarch Capital Management’s IBM IBM Stock Holding History

Monarch Capital 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	–	Sell	-801	Closed	-$237K	–	129
2025 Q4	$237K	Hold	801	–	–	0.06%	119
2025 Q3	$226K	Sell	801 -50	-6%	-$13.1K	0.06%	118
2025 Q2	$251K	Hold	851	–	–	0.07%	110
2025 Q1	$212K	Buy	+851	New	+$208K	0.06%	114
2022 Q3	–	Sell	-1,422	Closed	-$201K	–	118
2022 Q2	$201K	Buy	+1,422	New	+$192K	0.06%	119
2017 Q2	–	Sell	-1,340	Closed	-$223K	–	95
2017 Q1	$223K	Hold	1,340	–	–	0.08%	91
2016 Q4	$213K	Hold	1,340	–	–	0.08%	93
2016 Q3	$203K	Sell	1,340 -2,979	-69%	-$452K	0.08%	96
2016 Q2	$627K	Hold	4,319	–	–	0.23%	68
2016 Q1	$625K	Buy	4,319 +209	+5%	+$26.7K	0.23%	72
2015 Q4	$541K	Hold	4,110	–	–	0.21%	70
2015 Q3	$570K	Hold	4,110	–	–	0.23%	67
2015 Q2	$639K	Hold	4,110	–	–	0.24%	69
2015 Q1	$631K	Hold	4,110	–	–	0.24%	69
2014 Q4	$630K	Hold	4,110	–	–	0.24%	68
2014 Q3	$746K	Buy	4,110 +111	+3%	+$20.2K	0.3%	65
2014 Q2	$693K	Hold	3,999	–	–	0.27%	65
2014 Q1	$736K	Hold	3,999	–	–	0.29%	64
2013 Q4	$717K	Hold	3,999	–	–	0.28%	61
2013 Q3	$708K	Hold	3,999	–	–	0.3%	60
2013 Q2	$731K	Buy	+3,999	New	+$779K	0.31%	61

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

Monarch Capital Management's IBM Position: Q1 2026 in Review

Monarch Capital Management sold out of IBM (IBM) in Q1 2026, closing a stake of 801 shares — an estimated $237K sold.

Monarch Capital Management first reported a position in IBM in Q2 2013 and held it in 21 quarters. The position peaked at $746K in Q3 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Monarch Capital Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Monarch Capital Management sold 801 IBM shares in Q1 2026, an estimated $237K.
Monarch Capital Management first reported a position in IBM in Q2 2013 and held it in 21 quarters.
Monarch Capital Management's IBM position peaked at $746K in Q3 2014.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Monarch Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.