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Novare Capital Management’s IBM IBM Stock Holding History

Novare Capital Management’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 		$671K Sell
2,767
-90
-3% -$24.4K 0.05% 124
2025
Q4 		$846K Buy
2,857
+19
+0.7% +$5.69K 0.06% 119
2025
Q3 		$801K Buy
2,838
+45
+2% +$11.8K 0.06% 121
2025
Q2 		$823K Sell
2,793
-97
-3% -$25K 0.07% 123
2025
Q1 		$719K Buy
2,890
+9
+0.3% +$2.2K 0.06% 126
2024
Q4 		$633K Buy
2,881
+511
+22% +$114K 0.05% 133
2024
Q3 		$524K Sell
2,370
-34
-1% -$6.67K 0.04% 137
2024
Q2 		$416K Buy
2,404
+14
+0.6% +$2.43K 0.04% 137
2024
Q1 		$456K Buy
2,390
+39
+2% +$7.12K 0.04% 134
2023
Q4 		$385K Buy
2,351
+14
+0.6% +$2.12K 0.04% 134
2023
Q3 		$328K Buy
2,337
+15
+0.6% +$2.13K 0.04% 141
2023
Q2 		$311K Buy
2,322
+7
+0.3% +$903 0.03% 147
2023
Q1 		$303K Sell
2,315
-310
-12% -$41.5K 0.03% 146
2022
Q4 		$370K Sell
2,625
-1,674
-39% -$231K 0.04% 136
2022
Q3 		$511K Buy
4,299
+2,026
+89% +$266K 0.07% 117
2022
Q2 		$321K Sell
2,273
-59
-3% -$7.96K 0.04% 135
2022
Q1 		$303K Sell
2,332
-423
-15% -$55.2K 0.03% 140
2021
Q4 		$368K Sell
2,755
-14,827
-84% -$1.86M 0.04% 127
2021
Q3 		$2.33M Sell
17,582
-75,017
-81% -$10M 0.26% 83
2021
Q2 		$13M Buy
92,599
+2,982
+3% +$408K 1.45% 19
2021
Q1 		$11.4M Buy
89,617
+3,982
+5% +$477K 1.37% 19
2020
Q4 		$10.3M Buy
85,635
+897
+1% +$104K 1.34% 21
2020
Q3 		$9.86M Buy
84,738
+5,745
+7% +$676K 1.39% 21
2020
Q2 		$9.12M Buy
78,993
+5,409
+7% +$628K 1.36% 20
2020
Q1 		$7.8M Buy
73,584
+36,650
+99% +$4.63M 1.37% 20
2019
Q4 		$4.73M Sell
36,934
-839
-2% -$109K 0.66% 69
2019
Q3 		$5.25M Buy
37,773
+2,254
+6% +$304K 0.78% 59
2019
Q2 		$4.68M Buy
35,519
+434
+1% +$57K 0.71% 64
2019
Q1 		$4.73M Buy
35,085
+2,131
+6% +$272K 0.74% 62
2018
Q4 		$3.58M Buy
32,954
+2,396
+8% +$288K 0.65% 67
2018
Q3 		$4.09M Sell
30,558
-154
-0.5% -$21.5K 0.65% 60
2018
Q2 		$4.1M Buy
30,712
+812
+3% +$113K 0.7% 62
2018
Q1 		$4.39M Buy
29,900
+988
+3% +$149K 0.77% 60
2017
Q4 		$4.24M Buy
28,912
+718
+3% +$104K 0.72% 63
2017
Q3 		$3.91M Buy
+28,194
New +$3.93M 0.69% 69
2015
Q4 		– Sell
-1,583
Closed -$219K – 122
2015
Q3 		$219K Sell
1,583
-775
-33% -$114K 0.06% 115
2015
Q2 		$367K Buy
2,358
+85
+4% +$13.7K 0.09% 94
2015
Q1 		$349K Sell
2,273
-743
-25% -$113K 0.09% 95
2014
Q4 		$463K Sell
3,016
-19,199
-86% -$3.05M 0.12% 91
2014
Q3 		$4.03M Sell
22,215
-1,653
-7% -$301K 0.99% 48
2014
Q2 		$4.14M Sell
23,868
-1,694
-7% -$305K 1.01% 46
2014
Q1 		$4.7M Sell
25,562
-1,423
-5% -$251K 1.25% 35
2013
Q4 		$4.84M Buy
26,985
+7,699
+40% +$1.33M 1.34% 29
2013
Q3 		$3.41M Buy
19,286
+12,458
+182% +$2.26M 1.06% 46
2013
Q2 		$1.25M Buy
+6,828
New +$1.33M 0.42% 72

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

Novare Capital Management's IBM Position: Q1 2026 in Review

Novare Capital Management reduced its IBM (IBM) stake by 3.2% in Q1 2026, selling an estimated $24.4K and leaving 2,767 shares worth $671K. The position accounts for 0.05% of the portfolio, ranked #124.

Novare Capital Management first reported a position in IBM in Q2 2013 and has held it in 45 quarters since. The position peaked at $13M in Q2 2021. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Novare Capital Management held 2,767 shares of IBM worth $671K as of Q1 2026.
  • Novare Capital Management sold 90 IBM shares in Q1 2026, an estimated $24.4K.
  • IBM made up 0.05% of Novare Capital Management's portfolio in Q1 2026, its #124 holding.
  • Novare Capital Management first reported a position in IBM in Q2 2013 and has held it in 45 quarters since.
  • Novare Capital Management's IBM position peaked at $13M in Q2 2021.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.