Peak Asset Management’s IBM IBM Stock Holding History

Peak Asset Management’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	$762K	Hold	3,142	–	–	0.13%	82
2025 Q4	$931K	Sell	3,142 -181	-5%	-$54.2K	0.16%	75
2025 Q3	$938K	Sell	3,323 -175	-5%	-$45.8K	0.16%	72
2025 Q2	$1.03M	Buy	3,498 +1,098	+46%	+$283K	0.19%	71
2025 Q1	$597K	Buy	2,400 +299	+14%	+$73.1K	0.11%	86
2024 Q4	$462K	Hold	2,101	–	–	0.09%	102
2024 Q3	$464K	Hold	2,101	–	–	0.09%	98
2024 Q2	$363K	Sell	2,101 -70	-3%	-$12.2K	0.07%	111
2024 Q1	$415K	Hold	2,171	–	–	0.08%	108
2023 Q4	$355K	Sell	2,171 -88	-4%	-$13.3K	0.08%	109
2023 Q3	$317K	Hold	2,259	–	–	0.08%	109
2023 Q2	$302K	Hold	2,259	–	–	0.07%	113
2023 Q1	$296K	Buy	2,259 +1	+0%	+$134	0.07%	118
2022 Q4	$318K	Hold	2,258	–	–	0.08%	106
2022 Q3	$268K	Buy	2,258 +37	+2%	+$4.86K	0.08%	109
2022 Q2	$314K	Hold	2,221	–	–	0.09%	104
2022 Q1	$289K	Hold	2,221	–	–	0.07%	116
2021 Q4	$297K	Sell	2,221 -102	-4%	-$12.8K	0.07%	118
2021 Q3	$309K	Hold	2,323	–	–	0.08%	114
2021 Q2	$326K	Hold	2,323	–	–	0.08%	111
2021 Q1	$296K	Buy	2,323 +104	+5%	+$12.4K	0.07%	124
2020 Q4	$267K	Hold	2,219	–	–	0.07%	124
2020 Q3	$258K	Sell	2,219 -29	-1%	-$3.41K	0.08%	112
2020 Q2	$260K	Hold	2,248	–	–	0.08%	103
2020 Q1	$238K	Buy	2,248 +131	+6%	+$16.6K	0.09%	95
2019 Q4	$271K	Sell	2,117 -971	-31%	-$126K	0.08%	102
2019 Q3	$429K	Sell	3,088 -209	-6%	-$28.2K	0.14%	79
2019 Q2	$435K	Hold	3,297	–	–	0.14%	82
2019 Q1	$445K	Hold	3,297	–	–	0.15%	83
2018 Q4	$358K	Buy	3,297 +52	+2%	+$6.24K	0.13%	89
2018 Q3	$469K	Hold	3,245	–	–	0.16%	79
2018 Q2	$433K	Sell	3,245 -34	-1%	-$4.74K	0.16%	80
2018 Q1	$481K	Sell	3,279 -100	-3%	-$15.1K	0.18%	77
2017 Q4	$496K	Sell	3,379 -65	-2%	-$9.45K	0.18%	80
2017 Q3	$478K	Sell	3,444 -1,321	-28%	-$184K	0.17%	91
2017 Q2	$701K	Sell	4,765 -36	-0.7%	-$5.43K	0.26%	71
2017 Q1	$799K	Hold	4,801	–	–	0.3%	64
2016 Q4	$762K	Buy	4,801 +78	+2%	+$11.9K	0.3%	67
2016 Q3	$717K	Sell	4,723 -20	-0.4%	-$3.04K	0.3%	68
2016 Q2	$688K	Sell	4,743 -392	-8%	-$56.1K	0.3%	62
2016 Q1	$743K	Sell	5,135 -422	-8%	-$53.9K	0.35%	55
2015 Q4	$731K	Buy	5,557 +161	+3%	+$21.6K	0.36%	50
2015 Q3	$748K	Buy	5,396 +872	+19%	+$129K	0.4%	46
2015 Q2	$704K	Buy	4,524 +2,942	+186%	+$473K	0.37%	52
2015 Q1	$243K	Sell	1,582 -90	-5%	-$13.7K	0.12%	102
2014 Q4	$256K	Buy	+1,672	New	+$266K	0.13%	96

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

Peak Asset Management's IBM Position: Q1 2026 in Review

Peak Asset Management held its IBM (IBM) position steady in Q1 2026 at 3,142 shares worth $762K. The position accounts for 0.13% of the portfolio, ranked #82.

Peak Asset Management first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.03M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Peak Asset Management held 3,142 shares of IBM worth $762K as of Q1 2026.
Peak Asset Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.13% of Peak Asset Management's portfolio in Q1 2026, its #82 holding.
Peak Asset Management first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
Peak Asset Management's IBM position peaked at $1.03M in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.