NEI
IBM icon

Northwest & Ethical Investments’s IBM IBM Stock Holding History

Northwest & Ethical Investments’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 		$2.37M Buy
+9,792
New +$2.65M 0.05% 242
2025
Q4 		– Sell
-3,550
Closed -$993K – 526
2025
Q3 		$993K Buy
+3,550
New +$929K 0.02% 331
2025
Q2 		– Sell
-1,817
Closed -$451K – 518
2025
Q1 		$451K Buy
+1,817
New +$444K 0.01% 394
2024
Q1 		– Sell
-40,733
Closed -$6.66M – 500
2023
Q4 		$6.66M Sell
40,733
-28,732
-41% -$4.34M 0.2% 140
2023
Q3 		$9.75M Sell
69,465
-10,240
-13% -$1.46M 0.33% 106
2023
Q2 		$10.7M Buy
79,705
+36,596
+85% +$4.72M 0.34% 93
2023
Q1 		$5.65M Hold
43,109
– – 0.19% 154
2022
Q4 		$6.07M Buy
43,109
+1,344
+3% +$185K 0.21% 150
2022
Q3 		$4.96M Buy
41,765
+7,971
+24% +$1.05M 0.2% 155
2022
Q2 		$4.77M Buy
33,794
+3,502
+12% +$473K 0.18% 158
2022
Q1 		$3.94M Buy
+30,292
New +$3.95M 0.13% 193
2019
Q4 		– Sell
-4,425
Closed -$615K – 380
2019
Q3 		$615K Buy
+4,425
New +$597K 0.03% 340
2019
Q2 		– Sell
-14,478
Closed -$1.95M – 372
2019
Q1 		$1.95M Sell
14,478
-7,279
-33% -$928K 0.1% 253
2018
Q4 		$2.36M Buy
21,757
+6,695
+44% +$804K 0.14% 203
2018
Q3 		$2.18M Buy
15,062
+5,334
+55% +$745K 0.14% 214
2018
Q2 		$1.3M Sell
9,728
-8,891
-48% -$1.24M 0.09% 253
2018
Q1 		$2.73M Sell
18,619
-19,623
-51% -$2.97M 0.18% 179
2017
Q4 		$5.61M Buy
38,242
+2,732
+8% +$397K 0.36% 73
2017
Q3 		$4.93M Buy
35,510
+6,208
+21% +$865K 0.31% 78
2017
Q2 		$4.31M Buy
29,302
+2,603
+10% +$392K 0.29% 91
2017
Q1 		$4.44M Buy
26,699
+11,007
+70% +$1.85M 0.3% 89
2016
Q4 		$2.49M Buy
15,692
+10,096
+180% +$1.54M 0.17% 151
2016
Q3 		$850K Buy
+5,596
New +$849K 0.06% 254

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

Northwest & Ethical Investments's IBM Position: Q1 2026 in Review

Northwest & Ethical Investments opened a new position in IBM (IBM) in Q1 2026: 9,792 shares worth $2.37M. The stake represents 0.05% of the portfolio and ranks #242 among its holdings. This is a return to the name: Northwest & Ethical Investments previously reported a position in IBM as recently as Q3 2025.

Northwest & Ethical Investments first reported a position in IBM in Q3 2016 and has held it in 23 quarters since. The position peaked at $10.7M in Q2 2023. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Northwest & Ethical Investments held 9,792 shares of IBM worth $2.37M as of Q1 2026.
  • IBM was a new Northwest & Ethical Investments position in Q1 2026.
  • IBM made up 0.05% of Northwest & Ethical Investments's portfolio in Q1 2026, its #242 holding.
  • Northwest & Ethical Investments first reported a position in IBM in Q3 2016 and has held it in 23 quarters since.
  • Northwest & Ethical Investments's IBM position peaked at $10.7M in Q2 2023.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.