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&Partners’s IBM IBM Stock Holding History

&Partners’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 		$59.8M Buy
246,666
+29,729
+14% +$8.04M 0.3% 70
2025
Q4 		$64.3M Buy
216,937
+52,262
+32% +$15.7M 0.34% 57
2025
Q3 		$46.5M Buy
164,675
+27,847
+20% +$7.29M 0.3% 70
2025
Q2 		$40.3M Buy
136,828
+22,201
+19% +$5.72M 0.31% 69
2025
Q1 		$28M Buy
114,627
+6,427
+6% +$1.57M 0.3% 72
2024
Q4 		$24.1M Buy
108,200
+40,301
+59% +$8.98M 0.29% 75
2024
Q3 		$15M Buy
67,899
+39,349
+138% +$7.72M 0.29% 76
2024
Q2 		$4.93M Buy
28,550
+11,854
+71% +$2.06M 0.22% 105
2024
Q1 		$3.19M Buy
16,696
+2,322
+16% +$424K 0.44% 44
2023
Q4 		$2.32M Buy
14,374
+9,080
+172% +$1.37M 0.57% 41
2023
Q3 		$743K Sell
5,294
-20
-0.4% -$2.85K 0.35% 59
2023
Q2 		$711K Sell
5,314
-25
-0.5% -$3.23K 0.32% 63
2023
Q1 		$700K Buy
5,339
+106
+2% +$14.2K 0.34% 60
2022
Q4 		$751K Sell
5,233
-330
-6% -$45.5K 0.37% 56
2022
Q3 		$661K Sell
5,563
-114
-2% -$15K 0.38% 62
2022
Q2 		$802K Buy
5,677
+3,228
+132% +$436K 0.46% 48
2022
Q1 		$318K Sell
2,449
-50
-2% -$6.52K 0.18% 125
2021
Q4 		$334K Sell
2,499
-126
-5% -$15.8K 0.2% 113
2021
Q3 		$349K Sell
2,625
-163
-6% -$21.8K 0.22% 105
2021
Q2 		$391K Buy
2,788
+128
+5% +$17.5K 0.25% 93
2021
Q1 		$339K Buy
2,660
+885
+50% +$106K 0.25% 96
2020
Q4 		$214K Buy
1,775
+5
+0.3% +$578 0.18% 124
2020
Q3 		$206K Buy
+1,770
New +$208K 0.21% 114
2020
Q1 		– Sell
-1,568
Closed -$201K – 160
2019
Q4 		$201K Buy
+1,568
New +$204K 0.24% 139

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

&Partners's IBM Position: Q1 2026 in Review

&Partners increased its IBM (IBM) stake by 14% in Q1 2026, buying an estimated $8.04M and bringing the position to 246,666 shares worth $59.8M. The position accounts for 0.3% of the portfolio, ranked #70.

&Partners first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. The position peaked at $64.3M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • &Partners held 246,666 shares of IBM worth $59.8M as of Q1 2026.
  • &Partners bought 29,729 IBM shares in Q1 2026, an estimated $8.04M.
  • IBM made up 0.3% of &Partners's portfolio in Q1 2026, its #70 holding.
  • &Partners first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
  • &Partners's IBM position peaked at $64.3M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.