NCM Capital Management’s IBM IBM Stock Holding History

NCM 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	$1.48M	Buy	6,120 +200	+3%	+$54.1K	0.53%	47
2025 Q4	$1.75M	Hold	5,920	–	–	0.65%	33
2025 Q3	$1.67M	Hold	5,920	–	–	0.65%	33
2025 Q2	$1.75M	Hold	5,920	–	–	0.72%	32
2025 Q1	$1.47M	Buy	5,920 +114	+2%	+$27.9K	0.66%	34
2024 Q4	$1.28M	Buy	5,806 +1,305	+29%	+$291K	0.58%	40
2024 Q3	$995K	Hold	4,501	–	–	0.48%	51
2024 Q2	$778K	Sell	4,501 -50	-1%	-$8.69K	0.41%	61
2024 Q1	$869K	Hold	4,551	–	–	0.49%	54
2023 Q4	$744K	Hold	4,551	–	–	0.45%	60
2023 Q3	$639K	Hold	4,551	–	–	0.45%	63
2023 Q2	$609K	Hold	4,551	–	–	0.42%	67
2023 Q1	$597K	Hold	4,551	–	–	0.45%	64
2022 Q4	$641K	Sell	4,551 -550	-11%	-$75.9K	0.42%	71
2022 Q3	$606K	Sell	5,101 -200	-4%	-$26.2K	0.46%	71
2022 Q2	$748K	Hold	5,301	–	–	0.52%	65
2022 Q1	$689K	Sell	5,301 -305	-5%	-$39.8K	0.43%	77
2021 Q4	$749K	Buy	+5,606	New	+$703K	0.66%	47

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

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

NCM Capital Management increased its IBM (IBM) stake by 3.4% in Q1 2026, buying an estimated $54.1K and bringing the position to 6,120 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #47.

NCM Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

NCM Capital Management held 6,120 shares of IBM worth $1.48M as of Q1 2026.
NCM Capital Management bought 200 IBM shares in Q1 2026, an estimated $54.1K.
IBM made up 0.53% of NCM Capital Management's portfolio in Q1 2026, its #47 holding.
NCM Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
NCM Capital Management's IBM position peaked at $1.75M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on NCM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.