Outfitter Financial’s IBM IBM Stock Holding History

Outfitter Financial’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	$538K	Sell	2,220 -32	-1%	-$8.66K	0.42%	65
2025 Q4	$667K	Hold	2,252	–	–	0.52%	61
2025 Q3	$635K	Sell	2,252 -165	-7%	-$43.2K	0.51%	63
2025 Q2	$712K	Sell	2,417 -805	-25%	-$207K	0.61%	58
2025 Q1	$801K	Hold	3,222	–	–	0.72%	49
2024 Q4	$708K	Sell	3,222 -50	-2%	-$11.1K	0.57%	57
2024 Q3	$723K	Sell	3,272 -70	-2%	-$13.7K	0.6%	54
2024 Q2	$578K	Buy	3,342 +50	+2%	+$8.69K	0.48%	64
2024 Q1	$629K	Buy	+3,292	New	+$601K	0.52%	63
2022 Q1	–	Sell	-274	Closed	-$37K	–	147
2021 Q4	$37K	Sell	274 -3,046	-92%	-$382K	0.03%	123
2021 Q3	$441K	Sell	3,320 -226	-6%	-$30.2K	0.35%	78
2021 Q2	$497K	Sell	3,546 -141	-4%	-$19.3K	0.38%	78
2021 Q1	$470K	Sell	3,687 -2,207	-37%	-$264K	0.39%	78
2020 Q4	$709K	Buy	+5,894	New	+$681K	0.68%	57

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

Outfitter Financial's IBM Position: Q1 2026 in Review

Outfitter Financial reduced its IBM (IBM) stake by 1.4% in Q1 2026, selling an estimated $8.66K and leaving 2,220 shares worth $538K. The position accounts for 0.42% of the portfolio, ranked #65.

Outfitter Financial first reported a position in IBM in Q4 2020 and has held it in 14 quarters since. The position peaked at $801K in Q1 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Outfitter Financial held 2,220 shares of IBM worth $538K as of Q1 2026.
Outfitter Financial sold 32 IBM shares in Q1 2026, an estimated $8.66K.
IBM made up 0.42% of Outfitter Financial's portfolio in Q1 2026, its #65 holding.
Outfitter Financial first reported a position in IBM in Q4 2020 and has held it in 14 quarters since.
Outfitter Financial's IBM position peaked at $801K in Q1 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Outfitter Financial's 13F filing for Q1 2026, filed 21 Apr 2026.