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Nicholas Hoffman & Company’s IBM IBM Stock Holding History

Nicholas Hoffman & Company’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 		$2.52M Sell
10,392
-232
-2% -$62.8K 0.06% 66
2025
Q4 		$3.15M Buy
10,624
+215
+2% +$64.4K 0.07% 59
2025
Q3 		$2.94M Buy
10,409
+10
+0.1% +$2.62K 0.07% 62
2025
Q2 		$3.07M Buy
10,399
+646
+7% +$166K 0.08% 54
2025
Q1 		$2.43M Sell
9,753
-1,563
-14% -$382K 0.09% 60
2024
Q4 		$2.49M Sell
11,316
-256
-2% -$57K 0.1% 57
2024
Q3 		$2.56M Sell
11,572
-16
-0.1% -$3.14K 0.11% 55
2024
Q2 		$2M Buy
11,588
+501
+5% +$87.1K 0.09% 64
2024
Q1 		$2.12M Sell
11,087
-1,070
-9% -$195K 0.11% 63
2023
Q4 		$1.99M Sell
12,157
-835
-6% -$126K 0.12% 63
2023
Q3 		$1.82M Buy
12,992
+3
+0% +$427 0.13% 65
2023
Q2 		$1.74M Sell
12,989
-831
-6% -$107K 0.07% 70
2023
Q1 		$1.81M Sell
13,820
-140
-1% -$18.7K 0.16% 65
2022
Q4 		$1.97M Sell
13,960
-989
-7% -$136K 0.21% 56
2022
Q3 		$1.78M Buy
14,949
+124
+0.8% +$16.3K 0.08% 53
2022
Q2 		$2.09M Buy
14,825
+13
+0.1% +$1.75K 0.1% 48
2022
Q1 		$1.93M Sell
14,812
-60
-0.4% -$7.83K 0.08% 55
2021
Q4 		$1.99M Sell
14,872
-267
-2% -$33.5K 0.06% 54
2021
Q3 		$2.01M Buy
15,139
+3,230
+27% +$432K 0.35% 47
2021
Q2 		$1.67M Buy
11,909
+292
+3% +$39.9K 0.3% 59
2021
Q1 		$1.48M Sell
11,617
-231
-2% -$27.6K 0.3% 63
2020
Q4 		$1.43M Buy
11,848
+181
+2% +$20.9K 0.33% 57
2020
Q3 		$1.36M Buy
11,667
+44
+0.4% +$5.18K 0.36% 50
2020
Q2 		$1.34M Buy
11,623
+254
+2% +$29.5K 0.39% 51
2020
Q1 		$1.21M Buy
11,369
+529
+5% +$66.9K 0.41% 55
2019
Q4 		$1.39M Sell
10,840
-30
-0.3% -$3.9K 0.38% 57
2019
Q3 		$1.51M Buy
10,870
+37
+0.3% +$4.99K 0.46% 54
2019
Q2 		$1.43M Buy
10,833
+892
+9% +$117K 0.44% 54
2019
Q1 		$1.34M Sell
9,941
-517
-5% -$65.9K 0.43% 53
2018
Q4 		$1.14M Sell
10,458
-90
-0.9% -$10.8K 0.39% 57
2018
Q3 		$1.52M Sell
10,548
-477
-4% -$66.7K 0.51% 42
2018
Q2 		$1.47M Buy
11,025
+559
+5% +$78K 0.54% 43
2018
Q1 		$1.53M Buy
10,466
+419
+4% +$63.4K 0.6% 35
2017
Q4 		$1.47M Sell
10,047
-81
-0.8% -$11.8K 0.58% 45
2017
Q3 		$1.41M Sell
10,128
-127
-1% -$17.7K 0.59% 44
2017
Q2 		$1.51M Sell
10,255
-691
-6% -$104K 0.69% 38
2017
Q1 		$1.82M Buy
10,946
+3,033
+38% +$509K 0.85% 28
2016
Q4 		$1.26M Sell
7,913
-73
-0.9% -$11.1K 0.64% 44
2016
Q3 		$1.21M Buy
7,986
+309
+4% +$46.9K 0.66% 37
2016
Q2 		$1.11M Buy
+7,677
New +$1.1M 0.64% 40

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

Nicholas Hoffman & Company's IBM Position: Q1 2026 in Review

Nicholas Hoffman & Company reduced its IBM (IBM) stake by 2.2% in Q1 2026, selling an estimated $62.8K and leaving 10,392 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #66.

Nicholas Hoffman & Company first reported a position in IBM in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.15M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Nicholas Hoffman & Company held 10,392 shares of IBM worth $2.52M as of Q1 2026.
  • Nicholas Hoffman & Company sold 232 IBM shares in Q1 2026, an estimated $62.8K.
  • IBM made up 0.06% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #66 holding.
  • Nicholas Hoffman & Company first reported a position in IBM in Q2 2016 and has held it in 40 quarters since.
  • Nicholas Hoffman & Company's IBM position peaked at $3.15M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.