Nancy E. Dempze’s IBM IBM Stock Holding History

Nancy E. Dempze’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	$1.32M	Sell	5,460 -300	-5%	-$81.2K	0.73%	38
2025 Q4	$1.71M	Buy	5,760 +2,000	+53%	+$599K	0.89%	33
2025 Q3	$1.06M	Hold	3,760	–	–	0.58%	46
2025 Q2	$1.11M	Hold	3,760	–	–	0.64%	40
2025 Q1	$935K	Hold	3,760	–	–	0.56%	44
2024 Q4	$827K	Hold	3,760	–	–	0.48%	53
2024 Q3	$831K	Buy	3,760 +2,460	+189%	+$482K	0.46%	53
2024 Q2	$225K	Buy	+1,300	New	+$226K	0.15%	75

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

Nancy E. Dempze's IBM Position: Q1 2026 in Review

Nancy E. Dempze reduced its IBM (IBM) stake by 5.2% in Q1 2026, selling an estimated $81.2K and leaving 5,460 shares worth $1.32M. The position accounts for 0.73% of the portfolio, ranked #38.

Nancy E. Dempze first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Nancy E. Dempze held 5,460 shares of IBM worth $1.32M as of Q1 2026.
Nancy E. Dempze sold 300 IBM shares in Q1 2026, an estimated $81.2K.
IBM made up 0.73% of Nancy E. Dempze's portfolio in Q1 2026, its #38 holding.
Nancy E. Dempze first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
Nancy E. Dempze's IBM position peaked at $1.71M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.