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NorthStar Asset Management (Pennsylvania)’s IBM IBM Stock Holding History

NorthStar Asset Management (Pennsylvania)’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
Q2 		$107K Buy
+500
New +$126K 0.02% 165
2019
Q4 		– Sell
-1,464
Closed -$204K – 121
2019
Q3 		$204K Buy
+1,464
New +$197K 0.08% 118
2019
Q2 		– Sell
-2,100
Closed -$283K – 122
2019
Q1 		$283K Buy
2,100
+8
+0.4% +$1.02K 0.12% 99
2018
Q4 		$227K Sell
2,092
-3,258
-61% -$391K 0.11% 101
2018
Q3 		$773K Sell
5,350
-6
-0.1% -$838 0.3% 69
2018
Q2 		$715K Buy
5,356
+32
+0.6% +$4.46K 0.3% 68
2018
Q1 		$781K Hold
5,324
– – 0.33% 68
2017
Q4 		$781K Hold
5,324
– – 0.32% 68
2017
Q3 		$739K Hold
5,324
– – 0.32% 69
2017
Q2 		$783K Sell
5,324
-173
-3% -$26.1K 0.35% 65
2017
Q1 		$916K Hold
5,497
– – 0.41% 65
2016
Q4 		$872K Hold
5,497
– – 0.39% 63
2016
Q3 		$834K Hold
5,497
– – 0.35% 66
2016
Q2 		$797K Hold
5,497
– – 0.33% 64
2016
Q1 		$796K Hold
5,497
– – 0.34% 66
2015
Q4 		$723K Sell
5,497
-157
-3% -$21.1K 0.31% 65
2015
Q3 		$784K Hold
5,654
– – 0.35% 61
2015
Q2 		$879K Buy
5,654
+471
+9% +$75.7K 0.37% 61
2015
Q1 		$795K Sell
5,183
-837
-14% -$127K 0.34% 62
2014
Q4 		$923K Sell
6,020
-470
-7% -$74.8K 0.4% 56
2014
Q3 		$1.18M Sell
6,490
-367
-5% -$66.9K 0.51% 46
2014
Q2 		$1.19M Sell
6,857
-62
-0.9% -$11.2K 0.51% 47
2014
Q1 		$1.27M Hold
6,919
– – 0.58% 44
2013
Q4 		$1.24M Buy
6,919
+1,569
+29% +$271K 0.58% 42
2013
Q3 		$947K Sell
5,350
-646
-11% -$117K 0.48% 44
2013
Q2 		$1.09M Buy
+5,996
New +$1.17M 0.47% 53

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s IBM Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in IBM (IBM) in Q2 2026: 500 shares worth $107K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings. This is a return to the name: NorthStar Asset Management (Pennsylvania) previously reported a position in IBM as recently as Q3 2019.

NorthStar Asset Management (Pennsylvania) first reported a position in IBM in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.27M in Q1 2014. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 500 shares of IBM worth $107K as of Q2 2026.
  • IBM was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • IBM made up 0.02% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #165 holding.
  • NorthStar Asset Management (Pennsylvania) first reported a position in IBM in Q2 2013 and has held it in 26 quarters since.
  • NorthStar Asset Management (Pennsylvania)'s IBM position peaked at $1.27M in Q1 2014.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.