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NorthRock Partners’s IBM IBM Stock Holding History

NorthRock Partners’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 		– Sell
-100
Closed -$29.6K – 705
2025
Q4 		$29.6K Buy
+100
New +$29.9K ﹤0.01% 613

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

NorthRock Partners's IBM Position: Q1 2026 in Review

NorthRock Partners reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $117K and leaving 17,298 shares worth $4.19M. The position accounts for 0.07% of the portfolio, ranked #133.

NorthRock Partners first reported a position in IBM in Q4 2014 and has held it in 32 quarters since. The position peaked at $7.3M in Q3 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • NorthRock Partners held 17,298 shares of IBM worth $4.19M as of Q1 2026.
  • NorthRock Partners sold 433 IBM shares in Q1 2026, an estimated $117K.
  • IBM made up 0.07% of NorthRock Partners's portfolio in Q1 2026, its #133 holding.
  • NorthRock Partners first reported a position in IBM in Q4 2014 and has held it in 32 quarters since.
  • NorthRock Partners's IBM position peaked at $7.3M in Q3 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.