PSP
IBM icon

Principal Street Partners’s IBM IBM Stock Holding History

Principal Street 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 		$6.13M Sell
25,290
-605
-2% -$164K 1% 46
2025
Q4 		$7.67M Sell
25,895
-571
-2% -$171K 1.29% 21
2025
Q3 		$7.47M Sell
26,466
-7,915
-23% -$2.07M 1.19% 17
2025
Q2 		$10.1M Buy
34,381
+4,175
+14% +$1.08M 0.99% 17
2025
Q1 		$7.51M Buy
30,206
+557
+2% +$136K 1.4% 14
2024
Q4 		$6.52M Sell
29,649
-1,015
-3% -$226K 1.28% 25
2024
Q3 		$6.65M Sell
30,664
-6,583
-18% -$1.29M 1.09% 19
2024
Q2 		$6.44M Sell
37,247
-438
-1% -$76.1K 1.15% 39
2024
Q1 		$6.97M Buy
37,685
+721
+2% +$132K 1.32% 29
2023
Q4 		$6.05M Sell
36,964
-785
-2% -$119K 1.46% 10
2023
Q3 		$5.3M Sell
37,749
-2,138
-5% -$304K 1.05% 18
2023
Q2 		$5.34M Sell
39,887
-1,352
-3% -$174K 1.27% 19
2023
Q1 		$5.41M Sell
41,239
-35
-0.1% -$4.68K 1.37% 23
2022
Q4 		$5.82M Buy
41,274
+876
+2% +$121K 1.47% 22
2022
Q3 		$4.8M Sell
40,398
-3,803
-9% -$499K 1.28% 25
2022
Q2 		$6.24M Buy
44,201
+1,710
+4% +$231K 1.62% 11
2022
Q1 		$5.52M Buy
42,491
+2,810
+7% +$366K 1.27% 27
2021
Q4 		$5.3M Buy
39,681
+2,159
+6% +$271K 1.28% 26
2021
Q3 		$4.98M Sell
37,522
-815
-2% -$109K 1.36% 21
2021
Q2 		$5.37M Sell
38,337
-68,660
-64% -$9.39M 1.42% 13
2021
Q1 		$13.6M Buy
106,997
+71,654
+203% +$8.58M 1.76% 20
2020
Q4 		$4.25M Sell
35,343
-2,846
-7% -$329K 1.3% 30
2020
Q3 		$4.44M Sell
38,189
-1,309
-3% -$154K 1.56% 20
2020
Q2 		$4.56M Sell
39,498
-13,358
-25% -$1.55M 1.7% 17
2020
Q1 		$5.61M Buy
+52,856
New +$6.68M 2.35% 9

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

Principal Street Partners's IBM Position: Q1 2026 in Review

Principal Street Partners reduced its IBM (IBM) stake by 2.3% in Q1 2026, selling an estimated $164K and leaving 25,290 shares worth $6.13M. The position accounts for 1% of the portfolio, ranked #46.

Principal Street Partners first reported a position in IBM in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.6M in Q1 2021. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Principal Street Partners held 25,290 shares of IBM worth $6.13M as of Q1 2026.
  • Principal Street Partners sold 605 IBM shares in Q1 2026, an estimated $164K.
  • IBM made up 1% of Principal Street Partners's portfolio in Q1 2026, its #46 holding.
  • Principal Street Partners first reported a position in IBM in Q1 2020 and has held it in 25 quarters since.
  • Principal Street Partners's IBM position peaked at $13.6M in Q1 2021.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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