Plato Investment Management’s IBM IBM Stock Holding History

Plato Investment 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	$5.13M	Buy	21,166 +3,531	+20%	+$955K	0.34%	63
2025 Q4	$5.25M	Sell	17,635 -261	-1%	-$78.2K	0.34%	66
2025 Q3	$5.01M	Hold	17,896	–	–	0.34%	63
2025 Q2	$5.26M	Buy	17,896 +2,247	+14%	+$579K	0.4%	53
2025 Q1	$3.93M	Buy	15,649 +1,188	+8%	+$291K	0.33%	75
2024 Q4	$3.19M	Buy	14,461 +543	+4%	+$121K	0.23%	96
2024 Q3	$3.07M	Buy	13,918 +288	+2%	+$56.5K	0.25%	101
2024 Q2	$2.36M	Hold	13,630	–	–	0.22%	108
2024 Q1	$2.6M	Buy	13,630 +12,609	+1,235%	+$2.3M	0.27%	98
2023 Q4	$167K	Buy	+1,021	New	+$154K	0.2%	115

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

Plato Investment Management's IBM Position: Q1 2026 in Review

Plato Investment Management increased its IBM (IBM) stake by 20% in Q1 2026, buying an estimated $955K and bringing the position to 21,166 shares worth $5.13M. The position accounts for 0.34% of the portfolio, ranked #63.

Plato Investment Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.26M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Plato Investment Management held 21,166 shares of IBM worth $5.13M as of Q1 2026.
Plato Investment Management bought 3,531 IBM shares in Q1 2026, an estimated $955K.
IBM made up 0.34% of Plato Investment Management's portfolio in Q1 2026, its #63 holding.
Plato Investment Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's IBM position peaked at $5.26M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.