Patrick M. Sweeney & Associates’s IBM IBM Stock Holding History

Patrick M. Sweeney & Associates’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	$547K	Sell	2,257 -19	-0.8%	-$5.14K	0.35%	71
2025 Q4	$674K	Sell	2,276 -59	-3%	-$17.7K	0.42%	61
2025 Q3	$659K	Buy	2,335 +20	+0.9%	+$5.24K	0.43%	57
2025 Q2	$676K	Hold	2,315	–	–	0.46%	51
2025 Q1	$576K	Buy	2,315 +1	+0%	+$245	0.43%	65
2024 Q4	$509K	Buy	2,314 +5	+0.2%	+$1.11K	0.38%	67
2024 Q3	$510K	Sell	2,309 -5	-0.2%	-$980	0.38%	71
2024 Q2	$393K	Buy	2,314 +156	+7%	+$27.1K	0.32%	75
2024 Q1	$412K	Buy	2,158 +100	+5%	+$18.2K	0.34%	79
2023 Q4	$337K	Buy	+2,058	New	+$311K	0.31%	79

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

Patrick M. Sweeney & Associates's IBM Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its IBM (IBM) stake by 0.83% in Q1 2026, selling an estimated $5.14K and leaving 2,257 shares worth $547K. The position accounts for 0.35% of the portfolio, ranked #71.

Patrick M. Sweeney & Associates first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $676K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Patrick M. Sweeney & Associates held 2,257 shares of IBM worth $547K as of Q1 2026.
Patrick M. Sweeney & Associates sold 19 IBM shares in Q1 2026, an estimated $5.14K.
IBM made up 0.35% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #71 holding.
Patrick M. Sweeney & Associates first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's IBM position peaked at $676K in Q2 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.