Notis-McConarty Edward’s IBM IBM Stock Holding History

Notis-McConarty Edward’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	$224K	Sell	925 -125	-12%	-$33.8K	0.11%	70
2025 Q4	$311K	Hold	1,050	–	–	0.14%	59
2025 Q3	$296K	Hold	1,050	–	–	0.14%	68
2025 Q2	$310K	Hold	1,050	–	–	0.15%	65
2025 Q1	$261K	Buy	+1,050	New	+$257K	0.13%	69
2017 Q1	–	Sell	-1,360	Closed	-$216K	–	96
2016 Q4	$216K	Sell	1,360 -753	-36%	-$115K	0.15%	95
2016 Q3	$321K	Sell	2,113 -659	-24%	-$100K	0.22%	79
2016 Q2	$403K	Sell	2,772 -4,498	-62%	-$644K	0.28%	74
2016 Q1	$1.05M	Sell	7,270 -2,039	-22%	-$260K	0.75%	44
2015 Q4	$1.23M	Sell	9,309 -262	-3%	-$35.2K	0.88%	41
2015 Q3	$1.33M	Sell	9,571 -4,591	-32%	-$678K	0.99%	36
2015 Q2	$2.2M	Sell	14,162 -1,537	-10%	-$247K	1.49%	29
2015 Q1	$2.41M	Sell	15,699 -1,256	-7%	-$191K	1.67%	22
2014 Q4	$2.6M	Hold	16,955	–	–	1.78%	20
2014 Q3	$3.08M	Buy	16,955 +576	+4%	+$105K	2.17%	12
2014 Q2	$2.84M	Sell	16,379 -424	-3%	-$76.3K	1.88%	18
2014 Q1	$3.09M	Sell	16,803 -314	-2%	-$55.3K	2.15%	13
2013 Q4	$3.07M	Buy	+17,117	New	+$2.95M	2.15%	12

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Notis-McConarty Edward's IBM Position: Q1 2026 in Review

Notis-McConarty Edward reduced its IBM (IBM) stake by 12% in Q1 2026, selling an estimated $33.8K and leaving 925 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #70.

Notis-McConarty Edward first reported a position in IBM in Q4 2013 and has held it in 18 quarters since. The position peaked at $3.09M in Q1 2014. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Notis-McConarty Edward held 925 shares of IBM worth $224K as of Q1 2026.
Notis-McConarty Edward sold 125 IBM shares in Q1 2026, an estimated $33.8K.
IBM made up 0.11% of Notis-McConarty Edward's portfolio in Q1 2026, its #70 holding.
Notis-McConarty Edward first reported a position in IBM in Q4 2013 and has held it in 18 quarters since.
Notis-McConarty Edward's IBM position peaked at $3.09M in Q1 2014.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.