Portfolio Design Labs’s IBM IBM Stock Holding History

Portfolio Design Labs’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	$1.28M	Sell	5,279 -584	-10%	-$158K	0.23%	92
2025 Q4	$1.74M	Buy	5,863 +60	+1%	+$18K	0.29%	85
2025 Q3	$1.64M	Buy	+5,803	New	+$1.52M	0.28%	79
2025 Q2	–	Sell	-3,324	Closed	-$827K	–	173
2025 Q1	$827K	Sell	3,324 -593	-15%	-$145K	0.17%	103
2024 Q4	$861K	Buy	3,917 +2,740	+233%	+$610K	0.18%	110
2024 Q3	$260K	Buy	+1,177	New	+$231K	0.07%	125
2024 Q1	–	Sell	-9,095	Closed	-$1.49M	–	131
2023 Q4	$1.49M	Buy	+9,095	New	+$1.37M	0.56%	51

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

Portfolio Design Labs's IBM Position: Q1 2026 in Review

Portfolio Design Labs reduced its IBM (IBM) stake by 10% in Q1 2026, selling an estimated $158K and leaving 5,279 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #92.

Portfolio Design Labs first reported a position in IBM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.74M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Portfolio Design Labs held 5,279 shares of IBM worth $1.28M as of Q1 2026.
Portfolio Design Labs sold 584 IBM shares in Q1 2026, an estimated $158K.
IBM made up 0.23% of Portfolio Design Labs's portfolio in Q1 2026, its #92 holding.
Portfolio Design Labs first reported a position in IBM in Q4 2023 and has held it in 7 quarters since.
Portfolio Design Labs's IBM position peaked at $1.74M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.