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North Star Investment Management’s IBM IBM Stock Holding History

North Star Investment 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 		$3.58M Buy
14,760
+69
+0.5% +$18.7K 0.22% 108
2025
Q4 		$4.35M Buy
14,691
+383
+3% +$115K 0.27% 77
2025
Q3 		$4.04M Buy
14,308
+52
+0.4% +$13.6K 0.26% 87
2025
Q2 		$4.2M Sell
14,256
-501
-3% -$129K 0.29% 80
2025
Q1 		$3.67M Sell
14,757
-692
-4% -$169K 0.27% 88
2024
Q4 		$3.4M Buy
15,449
+4
+0% +$891 0.24% 102
2024
Q3 		$3.41M Sell
15,445
-115
-0.7% -$22.5K 0.24% 105
2024
Q2 		$2.69M Sell
15,560
-424
-3% -$73.7K 0.2% 122
2024
Q1 		$3.05M Buy
15,984
+200
+1% +$36.5K 0.22% 119
2023
Q4 		$2.58M Hold
15,784
– – 0.2% 126
2023
Q3 		$2.21M Sell
15,784
-68
-0.4% -$9.68K 0.19% 131
2023
Q2 		$2.12M Sell
15,852
-93
-0.6% -$12K 0.17% 142
2023
Q1 		$2.09M Buy
15,945
+1,380
+9% +$185K 0.17% 141
2022
Q4 		$2.05M Buy
14,565
+12
+0.1% +$1.66K 0.18% 131
2022
Q3 		$1.73M Buy
14,553
+407
+3% +$53.4K 0.17% 133
2022
Q2 		$2M Sell
14,146
-94
-0.7% -$12.7K 0.18% 135
2022
Q1 		$1.85M Sell
14,240
-1,293
-8% -$169K 0.14% 157
2021
Q4 		$2.08M Sell
15,533
-1,218
-7% -$153K 0.15% 146
2021
Q3 		$2.23M Buy
16,751
+8
+0% +$1.07K 0.18% 130
2021
Q2 		$2.35M Sell
16,743
-245
-1% -$33.5K 0.19% 125
2021
Q1 		$2.16M Buy
16,988
+2,528
+17% +$303K 0.2% 122
2020
Q4 		$1.74M Buy
14,460
+128
+0.9% +$14.8K 0.18% 138
2020
Q3 		$1.67M Sell
14,332
-13
-0.1% -$1.53K 0.2% 119
2020
Q2 		$1.66M Sell
14,345
-4,947
-26% -$575K 0.22% 112
2020
Q1 		$2.05M Buy
19,292
+2,095
+12% +$265K 0.3% 91
2019
Q4 		$2.2M Sell
17,197
-957
-5% -$124K 0.23% 113
2019
Q3 		$2.52M Buy
18,154
+1,929
+12% +$260K 0.28% 98
2019
Q2 		$2.14M Buy
16,225
+169
+1% +$22.2K 0.25% 115
2019
Q1 		$2.17M Sell
16,056
-148
-0.9% -$18.9K 0.25% 113
2018
Q4 		$1.76M Sell
16,204
-773
-5% -$92.8K 0.23% 123
2018
Q3 		$2.45M Buy
16,977
+472
+3% +$66K 0.27% 99
2018
Q2 		$2.2M Sell
16,505
-493
-3% -$68.8K 0.26% 108
2018
Q1 		$2.49M Buy
16,998
+1,060
+7% +$160K 0.3% 87
2017
Q4 		$2.34M Buy
15,938
+1,984
+14% +$289K 0.28% 102
2017
Q3 		$1.94M Sell
13,954
-935
-6% -$130K 0.25% 115
2017
Q2 		$2.19M Buy
14,889
+227
+2% +$34.2K 0.29% 94
2017
Q1 		$2.44M Buy
14,662
+305
+2% +$51.1K 0.34% 80
2016
Q4 		$2.28M Buy
14,357
+1,838
+15% +$280K 0.34% 81
2016
Q3 		$1.9M Sell
12,519
-258
-2% -$39.2K 0.34% 92
2016
Q2 		$1.85M Buy
12,777
+39
+0.3% +$5.58K 0.34% 87
2016
Q1 		$1.84M Buy
12,738
+58
+0.5% +$7.41K 0.35% 79
2015
Q4 		$1.67M Buy
12,680
+2,211
+21% +$297K 0.32% 90
2015
Q3 		$1.45M Sell
10,469
-7
-0.1% -$1.03K 0.3% 94
2015
Q2 		$1.63M Sell
10,476
-166
-2% -$26.7K 0.3% 105
2015
Q1 		$1.63M Buy
10,642
+95
+0.9% +$14.4K 0.31% 103
2014
Q4 		$1.62M Sell
10,547
-73
-0.7% -$11.6K 0.31% 99
2014
Q3 		$1.93M Sell
10,620
-477
-4% -$86.9K 0.39% 76
2014
Q2 		$1.92M Sell
11,097
-915
-8% -$165K 0.39% 72
2014
Q1 		$2.21M Sell
12,012
-1,982
-14% -$349K 0.46% 55
2013
Q4 		$2.51M Buy
13,994
+156
+1% +$26.9K 0.55% 49
2013
Q3 		$2.45M Buy
13,838
+685
+5% +$125K 0.65% 45
2013
Q2 		$2.4M Buy
+13,153
New +$2.56M 0.62% 42

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

North Star Investment Management's IBM Position: Q1 2026 in Review

North Star Investment Management increased its IBM (IBM) stake by 0.47% in Q1 2026, buying an estimated $18.7K and bringing the position to 14,760 shares worth $3.58M. The position accounts for 0.22% of the portfolio, ranked #108.

North Star Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.35M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • North Star Investment Management held 14,760 shares of IBM worth $3.58M as of Q1 2026.
  • North Star Investment Management bought 69 IBM shares in Q1 2026, an estimated $18.7K.
  • IBM made up 0.22% of North Star Investment Management's portfolio in Q1 2026, its #108 holding.
  • North Star Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • North Star Investment Management's IBM position peaked at $4.35M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.