Quest Investment Management’s IBM IBM Stock Holding History

Quest 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	$2.59M	Hold	10,684	–	–	0.3%	61
2025 Q4	$3.16M	Hold	10,684	–	–	0.34%	58
2025 Q3	$3.01M	Hold	10,684	–	–	0.32%	55
2025 Q2	$3.15M	Hold	10,684	–	–	0.35%	50
2025 Q1	$2.66M	Hold	10,684	–	–	0.33%	49
2024 Q4	$2.35M	Hold	10,684	–	–	0.27%	49
2024 Q3	$2.36M	Hold	10,684	–	–	0.28%	47
2024 Q2	$1.85M	Hold	10,684	–	–	0.2%	53
2024 Q1	$2.04M	Hold	10,684	–	–	0.23%	55
2023 Q4	$1.75M	Hold	10,684	–	–	0.22%	55
2023 Q3	$1.5M	Hold	10,684	–	–	0.21%	61
2023 Q2	$1.43M	Hold	10,684	–	–	0.2%	66
2023 Q1	$1.4M	Hold	10,684	–	–	0.19%	69
2022 Q4	$1.51M	Hold	10,684	–	–	0.18%	75
2022 Q3	$1.27M	Hold	10,684	–	–	0.16%	75
2022 Q2	$1.51M	Hold	10,684	–	–	0.18%	75
2022 Q1	$1.39M	Hold	10,684	–	–	0.13%	77
2021 Q4	$1.43M	Sell	10,684 -491	-4%	-$61.6K	0.12%	77
2021 Q3	$1.48M	Hold	11,175	–	–	0.14%	74
2021 Q2	$1.57M	Hold	11,175	–	–	0.14%	79
2021 Q1	$1.42M	Hold	11,175	–	–	0.13%	80
2020 Q4	$1.34M	Hold	11,175	–	–	0.12%	83
2020 Q3	$1.3M	Buy	11,175 +715	+7%	+$84.2K	0.12%	85
2020 Q2	$1.21M	Hold	10,460	–	–	0.14%	76
2020 Q1	$1.11M	Hold	10,460	–	–	0.16%	75
2019 Q4	$1.34M	Hold	10,460	–	–	0.16%	76
2019 Q3	$1.45M	Hold	10,460	–	–	0.18%	75
2019 Q2	$1.38M	Hold	10,460	–	–	0.17%	73
2019 Q1	$1.41M	Hold	10,460	–	–	0.19%	73
2018 Q4	$1.14M	Hold	10,460	–	–	0.18%	74
2018 Q3	$1.51M	Hold	10,460	–	–	0.21%	73
2018 Q2	$1.4M	Hold	10,460	–	–	0.21%	74
2018 Q1	$1.53M	Hold	10,460	–	–	0.24%	73
2017 Q4	$1.53M	Hold	10,460	–	–	0.23%	72
2017 Q3	$1.45M	Hold	10,460	–	–	0.19%	72
2017 Q2	$1.54M	Hold	10,460	–	–	0.2%	72
2017 Q1	$1.74M	Hold	10,460	–	–	0.24%	68
2016 Q4	$1.66M	Hold	10,460	–	–	0.21%	64
2016 Q3	$1.59M	Sell	10,460 -6,433	-38%	-$976K	0.21%	72
2016 Q2	$2.45M	Hold	16,893	–	–	0.33%	70
2016 Q1	$2.45M	Hold	16,893	–	–	0.34%	65
2015 Q4	$2.22M	Hold	16,893	–	–	0.3%	67
2015 Q3	$2.34M	Sell	16,893 -78	-0.5%	-$11.5K	0.33%	70
2015 Q2	$2.64M	Sell	16,971 -27	-0.2%	-$4.34K	0.37%	75
2015 Q1	$2.61M	Hold	16,998	–	–	0.35%	85
2014 Q4	$2.61M	Hold	16,998	–	–	0.31%	86
2014 Q3	$3.08M	Hold	16,998	–	–	0.32%	89
2014 Q2	$2.95M	Hold	16,998	–	–	0.29%	90
2014 Q1	$3.13M	Hold	16,998	–	–	0.29%	88
2013 Q4	$3.05M	Sell	16,998 -63,963	-79%	-$11M	0.26%	90
2013 Q3	$14.3M	Sell	80,961 -166,296	-67%	-$30.2M	1.23%	38
2013 Q2	$45.2M	Buy	+247,257	New	+$48.2M	3.42%	1

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

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

Quest Investment Management held its IBM (IBM) position steady in Q1 2026 at 10,684 shares worth $2.59M. The position accounts for 0.3% of the portfolio, ranked #61.

Quest Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.2M in Q2 2013. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Quest Investment Management held 10,684 shares of IBM worth $2.59M as of Q1 2026.
Quest Investment Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.3% of Quest Investment Management's portfolio in Q1 2026, its #61 holding.
Quest Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Quest Investment Management's IBM position peaked at $45.2M in Q2 2013.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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