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Navellier & Associates’s IBM IBM Stock Holding History

Navellier & Associates’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 		$1.17M Sell
4,823
-23
-0.5% -$6.22K 0.12% 139
2025
Q4 		$1.44M Sell
4,846
-827
-15% -$248K 0.16% 123
2025
Q3 		$1.6M Buy
5,673
+873
+18% +$229K 0.16% 131
2025
Q2 		$1.41M Buy
4,800
+44
+0.9% +$11.3K 0.18% 118
2025
Q1 		$1.19M Sell
4,756
-751
-14% -$184K 0.16% 123
2024
Q4 		$1.21M Buy
5,507
+1,397
+34% +$311K 0.15% 135
2024
Q3 		$909K Sell
4,110
-1,337
-25% -$262K 0.12% 145
2024
Q2 		$942K Sell
5,447
-44
-0.8% -$7.64K 0.11% 157
2024
Q1 		$1.05M Sell
5,491
-123
-2% -$22.4K 0.13% 144
2023
Q4 		$918K Buy
5,614
+631
+13% +$95.3K 0.14% 151
2023
Q3 		$699K Buy
4,983
+1,178
+31% +$168K 0.12% 173
2023
Q2 		$509K Buy
+3,805
New +$491K 0.1% 170
2021
Q1 		– Sell
-12,976
Closed -$1.56M – 300
2020
Q4 		$1.56M Sell
12,976
-992
-7% -$115K 0.28% 95
2020
Q3 		$1.63M Sell
13,968
-636
-4% -$74.9K 0.35% 84
2020
Q2 		$1.69M Sell
14,604
-104
-0.7% -$12.1K 0.4% 76
2020
Q1 		$1.56M Sell
14,708
-15
-0.1% -$1.9K 0.37% 72
2019
Q4 		$1.89M Sell
14,723
-822
-5% -$107K 0.3% 97
2019
Q3 		$2.16M Buy
15,545
+1,861
+14% +$251K 0.36% 73
2019
Q2 		$1.8M Sell
13,684
-314
-2% -$41.3K 0.28% 97
2019
Q1 		$1.89M Buy
13,998
+109
+0.8% +$13.9K 0.29% 89
2018
Q4 		$1.51M Sell
13,889
-887
-6% -$106K 0.26% 86
2018
Q3 		$2.14M Sell
14,776
-202
-1% -$28.2K 0.28% 103
2018
Q2 		$2M Buy
14,978
+34
+0.2% +$4.74K 0.28% 111
2018
Q1 		$2.19M Buy
14,944
+910
+6% +$138K 0.33% 99
2017
Q4 		$2.06M Buy
+14,034
New +$2.04M 0.38% 88
2017
Q3 		– Sell
-17,211
Closed -$2.53M – 267
2017
Q2 		$2.53M Buy
17,211
+576
+3% +$86.8K 0.38% 87
2017
Q1 		$2.77M Buy
16,635
+1,591
+11% +$267K 0.4% 86
2016
Q4 		$2.39M Buy
15,044
+2,746
+22% +$418K 0.39% 90
2016
Q3 		$1.87M Buy
12,298
+3,099
+34% +$470K 0.27% 91
2016
Q2 		$1.33M Buy
+9,199
New +$1.32M 0.2% 83
2015
Q4 		– Sell
-2,197
Closed -$304K – 261
2015
Q3 		$304K Sell
2,197
-9,518
-81% -$1.41M 0.03% 216
2015
Q2 		$1.82M Buy
11,715
+1,360
+13% +$219K 0.16% 75
2015
Q1 		$1.59M Buy
10,355
+610
+6% +$92.5K 0.14% 84
2014
Q4 		$1.5M Buy
9,745
+1,216
+14% +$193K 0.07% 82
2014
Q3 		$1.55M Sell
8,529
-1,674
-16% -$305K 0.08% 66
2014
Q2 		$1.77M Buy
10,203
+438
+4% +$78.8K 0.08% 66
2014
Q1 		$1.8M Buy
9,765
+1,197
+14% +$211K 0.08% 66
2013
Q4 		$1.54M Buy
8,568
+2,499
+41% +$431K 0.07% 76
2013
Q3 		$1.07M Buy
6,069
+632
+12% +$115K 0.03% 123
2013
Q2 		$993K Buy
+5,437
New +$1.06M 0.05% 114

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

Navellier & Associates's IBM Position: Q1 2026 in Review

Navellier & Associates reduced its IBM (IBM) stake by 0.47% in Q1 2026, selling an estimated $6.22K and leaving 4,823 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #139.

Navellier & Associates first reported a position in IBM in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.77M in Q1 2017. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Navellier & Associates held 4,823 shares of IBM worth $1.17M as of Q1 2026.
  • Navellier & Associates sold 23 IBM shares in Q1 2026, an estimated $6.22K.
  • IBM made up 0.12% of Navellier & Associates's portfolio in Q1 2026, its #139 holding.
  • Navellier & Associates first reported a position in IBM in Q2 2013 and has held it in 40 quarters since.
  • Navellier & Associates's IBM position peaked at $2.77M in Q1 2017.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.