Park Circle Company’s IBM IBM Stock Holding History

Park Circle Company’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	$1.72M	Hold	7,100	–	–	1.59%	19
2025 Q4	$2.1M	Hold	7,100	–	–	1.82%	17
2025 Q3	$2M	Hold	7,100	–	–	1.68%	18
2025 Q2	$2.09M	Hold	7,100	–	–	1.78%	15
2025 Q1	$1.77M	Sell	7,100 -7,100	-50%	-$1.74M	1.55%	16
2024 Q4	$3.12M	Hold	14,200	–	–	2.78%	9
2024 Q3	$3.14M	Hold	14,200	–	–	2.75%	9
2024 Q2	$2.46M	Hold	14,200	–	–	2.35%	9
2024 Q1	$2.71M	Hold	14,200	–	–	2.48%	9
2023 Q4	$2.32M	Hold	14,200	–	–	2.09%	10
2023 Q3	$1.99M	Hold	14,200	–	–	1.87%	12
2023 Q2	$1.9M	Hold	14,200	–	–	1.78%	13
2023 Q1	$1.86M	Hold	14,200	–	–	1.8%	11
2022 Q4	$2M	Hold	14,200	–	–	1.88%	11
2022 Q3	$1.69M	Hold	14,200	–	–	1.74%	14
2022 Q2	$2M	Hold	14,200	–	–	1.65%	13
2022 Q1	$1.85M	Sell	14,200 -800	-5%	-$104K	1.53%	18
2021 Q4	$2M	Sell	15,000 -41,690	-74%	-$5.23M	1.58%	16
2021 Q3	$7.53M	Sell	56,690 -22,414	-28%	-$3M	5.71%	2
2021 Q2	$11.1M	Buy	79,104 +5,230	+7%	+$715K	8.36%	2
2021 Q1	$9.41M	Buy	73,874 +20,920	+40%	+$2.5M	7.97%	2
2020 Q4	$6.37M	Buy	52,954 +9,100	+21%	+$1.05M	6.03%	3
2020 Q3	$5.1M	Buy	+43,854	New	+$5.16M	5.64%	2

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

Park Circle Company's IBM Position: Q1 2026 in Review

Park Circle Company held its IBM (IBM) position steady in Q1 2026 at 7,100 shares worth $1.72M. The position accounts for 1.59% of the portfolio, ranked #19.

Park Circle Company first reported a position in IBM in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.1M in Q2 2021. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Park Circle Company held 7,100 shares of IBM worth $1.72M as of Q1 2026.
Park Circle Company left its IBM share count unchanged in Q1 2026.
IBM made up 1.59% of Park Circle Company's portfolio in Q1 2026, its #19 holding.
Park Circle Company first reported a position in IBM in Q3 2020 and has held it in 23 quarters since.
Park Circle Company's IBM position peaked at $11.1M in Q2 2021.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Park Circle Company's 13F filing for Q1 2026, filed 14 May 2026.