Operose Advisors’s IBM IBM Stock Holding History

Operose Advisors’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	$1.17M	Buy	4,835 +289	+6%	+$78.2K	0.27%	48
2025 Q4	$1.35M	Sell	4,546 -328	-7%	-$98.2K	0.31%	41
2025 Q3	$1.38M	Hold	4,874	–	–	0.34%	38
2025 Q2	$1.44M	Hold	4,874	–	–	0.41%	35
2025 Q1	$1.21M	Buy	4,874 +70	+1%	+$17.1K	0.4%	38
2024 Q4	$1.06M	Sell	4,804 -551	-10%	-$123K	0.36%	38
2024 Q3	$1.18M	Sell	5,355 -54	-1%	-$10.6K	0.38%	34
2024 Q2	$935K	Hold	5,409	–	–	0.33%	39
2024 Q1	$1.03M	Buy	5,409 +100	+2%	+$18.2K	0.35%	33
2023 Q4	$868K	Sell	5,309 -1,400	-21%	-$212K	0.35%	31
2023 Q3	$941K	Buy	6,709 +1,905	+40%	+$271K	0.37%	28
2023 Q2	$643K	Hold	4,804	–	–	0.29%	29
2023 Q1	$630K	Hold	4,804	–	–	0.31%	27
2022 Q4	$677K	Sell	4,804 -150	-3%	-$20.7K	0.36%	27
2022 Q3	$589K	Buy	4,954 +687	+16%	+$90.2K	0.39%	24
2022 Q2	$602K	Hold	4,267	–	–	0.42%	22
2022 Q1	$555K	Hold	4,267	–	–	0.38%	25
2021 Q4	$570K	Buy	+4,267	New	+$535K	0.46%	24

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

Operose Advisors's IBM Position: Q1 2026 in Review

Operose Advisors increased its IBM (IBM) stake by 6.4% in Q1 2026, buying an estimated $78.2K and bringing the position to 4,835 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #48.

Operose Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Operose Advisors held 4,835 shares of IBM worth $1.17M as of Q1 2026.
Operose Advisors bought 289 IBM shares in Q1 2026, an estimated $78.2K.
IBM made up 0.27% of Operose Advisors's portfolio in Q1 2026, its #48 holding.
Operose Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Operose Advisors's IBM position peaked at $1.44M in Q2 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.