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NovaPoint Capital’s IBM IBM Stock Holding History

NovaPoint Capital’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 		$6.46M Buy
26,652
+2,143
+9% +$580K 1.62% 22
2025
Q4 		$7.26M Buy
24,509
+617
+3% +$185K 1.87% 17
2025
Q3 		$6.74M Buy
23,892
+2,346
+11% +$614K 1.65% 17
2025
Q2 		$6.35M Buy
21,546
+1,449
+7% +$373K 1.95% 14
2025
Q1 		$5M Buy
20,097
+941
+5% +$230K 1.54% 16
2024
Q4 		$4.21M Sell
19,156
-7,344
-28% -$1.64M 1.29% 27
2024
Q3 		$5.86M Buy
26,500
+57
+0.2% +$11.2K 1.82% 11
2024
Q2 		$4.57M Buy
26,443
+491
+2% +$85.3K 1.55% 16
2024
Q1 		$4.96M Sell
25,952
-2,311
-8% -$422K 1.74% 9
2023
Q4 		$4.62M Sell
28,263
-1,208
-4% -$183K 1.72% 11
2023
Q3 		$4.13M Buy
29,471
+1,428
+5% +$203K 1.64% 13
2023
Q2 		$3.75M Buy
28,043
+610
+2% +$78.7K 1.4% 21
2023
Q1 		$3.6M Buy
27,433
+1,647
+6% +$220K 1.47% 22
2022
Q4 		$3.63M Buy
25,786
+28
+0.1% +$3.86K 1.59% 20
2022
Q3 		$3.06M Buy
25,758
+413
+2% +$54.2K 1.39% 23
2022
Q2 		$3.58M Buy
25,345
+395
+2% +$53.3K 1.56% 16
2022
Q1 		$3.24M Buy
24,950
+1,012
+4% +$132K 1.18% 34
2021
Q4 		$3.2M Buy
23,938
+1,304
+6% +$164K 1.15% 35
2021
Q3 		$3.01M Buy
22,634
+1,145
+5% +$153K 1.21% 30
2021
Q2 		$3.01M Buy
21,489
+862
+4% +$118K 1.25% 29
2021
Q1 		$2.63M Sell
20,627
-208
-1% -$24.9K 1.23% 31
2020
Q4 		$2.51M Buy
20,835
+3,573
+21% +$413K 1.31% 31
2020
Q3 		$2.01M Buy
17,262
+2,527
+17% +$298K 1.3% 31
2020
Q2 		$1.7M Buy
14,735
+551
+4% +$64K 1.27% 29
2020
Q1 		$1.5M Buy
14,184
+12,247
+632% +$1.55M 1.37% 25
2019
Q4 		$248K Buy
+1,937
New +$252K 0.19% 94

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

NovaPoint Capital's IBM Position: Q1 2026 in Review

NovaPoint Capital increased its IBM (IBM) stake by 8.7% in Q1 2026, buying an estimated $580K and bringing the position to 26,652 shares worth $6.46M. The position accounts for 1.62% of the portfolio, ranked #22.

NovaPoint Capital first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.26M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • NovaPoint Capital held 26,652 shares of IBM worth $6.46M as of Q1 2026.
  • NovaPoint Capital bought 2,143 IBM shares in Q1 2026, an estimated $580K.
  • IBM made up 1.62% of NovaPoint Capital's portfolio in Q1 2026, its #22 holding.
  • NovaPoint Capital first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • NovaPoint Capital's IBM position peaked at $7.26M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on NovaPoint Capital's 13F filing for Q1 2026, filed 6 May 2026.