Optimist Retirement Group’s IBM IBM Stock Holding History

Optimist Retirement Group’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	$2.36M	Sell	9,754 -266	-3%	-$72K	1.04%	31
2025 Q4	$2.97M	Sell	10,020 -49	-0.5%	-$14.7K	1.36%	14
2025 Q3	$2.84M	Buy	10,069 +146	+1%	+$38.2K	1.28%	13
2025 Q2	$2.93M	Sell	9,923 -202	-2%	-$52K	1.4%	11
2025 Q1	$2.52M	Sell	10,125 -1,758	-15%	-$430K	1.26%	16
2024 Q4	$2.61M	Sell	11,883 -242	-2%	-$53.9K	1.24%	14
2024 Q3	$2.68M	Buy	12,125 +72	+0.6%	+$14.1K	1.21%	17
2024 Q2	$2.08M	Sell	12,053 -521	-4%	-$90.5K	1.1%	25
2024 Q1	$2.4M	Sell	12,574 -1,060	-8%	-$193K	1.23%	15
2023 Q4	$2.23M	Buy	+13,634	New	+$2.06M	1.45%	15

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

Optimist Retirement Group's IBM Position: Q1 2026 in Review

Optimist Retirement Group reduced its IBM (IBM) stake by 2.7% in Q1 2026, selling an estimated $72K and leaving 9,754 shares worth $2.36M. The position accounts for 1.04% of the portfolio, ranked #31.

Optimist Retirement Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Optimist Retirement Group held 9,754 shares of IBM worth $2.36M as of Q1 2026.
Optimist Retirement Group sold 266 IBM shares in Q1 2026, an estimated $72K.
IBM made up 1.04% of Optimist Retirement Group's portfolio in Q1 2026, its #31 holding.
Optimist Retirement Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's IBM position peaked at $2.97M in Q4 2025.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.