Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$217K Sell
896
-304
-25% -$82.3K ﹤0.01% 119
2025
Q4
$355K Buy
1,200
+304
+34% +$91K 0.01% 112
2025
Q3
$253K Hold
896
﹤0.01% 118
2025
Q2
$264K Sell
896
-114
-11% -$29.4K ﹤0.01% 118
2025
Q1
$251K Buy
+1,010
New +$247K 0.01% 114
2023
Q4
Sell
-539
Closed -$538K 178
2023
Q3
$538K Sell
539
-350
-39% -$49.8K ﹤0.01% 190
2023
Q2
$882K Buy
889
+220
+33% +$28.4K ﹤0.01% 179
2023
Q1
$664K Buy
+669
New +$89.5K ﹤0.01% 181
2022
Q1
Sell
-1,756
Closed -$239K 134
2021
Q4
$239K Sell
1,756
-3,830
-69% -$480K 0.01% 128
2021
Q3
$742K Buy
5,586
+1,125
+25% +$150K 0.02% 150
2021
Q2
$624K Sell
4,461
-231
-5% -$31.6K 0.02% 160
2021
Q1
$599K Buy
4,692
+285
+6% +$34.1K 0.02% 178
2020
Q4
$530K Buy
4,407
+120
+3% +$13.9K 0.02% 160
2020
Q3
$498K Sell
4,287
-422
-9% -$49.7K 0.02% 151
2020
Q2
$543K Sell
4,709
-1,243
-21% -$144K 0.03% 138
2020
Q1
$631K Buy
5,952
+1,746
+42% +$221K 0.04% 118
2019
Q4
$539K Buy
+4,206
New +$547K 0.03% 138

Other funds holding IBM

Quilter Plc's IBM Position: Q1 2026 in Review

Quilter Plc reduced its IBM (IBM) stake by 25% in Q1 2026, selling an estimated $82.3K and leaving 896 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Quilter Plc first reported a position in IBM in Q4 2019 and has held it in 17 quarters since. The position peaked at $882K in Q2 2023. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Quilter Plc held 896 shares of IBM worth $217K as of Q1 2026.
  • Quilter Plc sold 304 IBM shares in Q1 2026, an estimated $82.3K.
  • IBM made up ﹤0.01% of Quilter Plc's portfolio in Q1 2026, its #119 holding.
  • Quilter Plc first reported a position in IBM in Q4 2019 and has held it in 17 quarters since.
  • Quilter Plc's IBM position peaked at $882K in Q2 2023.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Quilter Plc's 13F filing for Q1 2026, filed 13 May 2026.