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Seven Mile Advisory’s IBM IBM Stock Holding History

Seven Mile Advisory’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 		$283K Sell
1,169
-2,175
-65% -$589K 0.2% 107
2025
Q4 		$991K Buy
3,344
+234
+8% +$70.1K 0.17% 69
2025
Q3 		$877K Buy
3,110
+1,325
+74% +$347K 0.14% 78
2025
Q2 		$526K Buy
1,785
+104
+6% +$26.8K 0.32% 59
2025
Q1 		$418K Buy
1,681
+114
+7% +$27.9K 0.28% 74
2024
Q4 		$344K Buy
1,567
+649
+71% +$145K 0.22% 91
2024
Q3 		$203K Buy
+918
New +$180K 0.13% 157
2024
Q2 		– Sell
-1,938
Closed -$370K – 163
2024
Q1 		$370K Buy
1,938
+18
+0.9% +$3.28K 0.28% 77
2023
Q4 		$314K Buy
1,920
+92
+5% +$13.9K 0.27% 82
2023
Q3 		$257K Sell
1,828
-14
-0.8% -$1.99K 0.27% 86
2023
Q2 		$247K Buy
+1,842
New +$238K 0.29% 85

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

Seven Mile Advisory's IBM Position: Q1 2026 in Review

Seven Mile Advisory reduced its IBM (IBM) stake by 65% in Q1 2026, selling an estimated $589K and leaving 1,169 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #107.

Seven Mile Advisory first reported a position in IBM in Q2 2023 and has held it in 11 quarters since. The position peaked at $991K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Seven Mile Advisory held 1,169 shares of IBM worth $283K as of Q1 2026.
  • Seven Mile Advisory sold 2,175 IBM shares in Q1 2026, an estimated $589K.
  • IBM made up 0.2% of Seven Mile Advisory's portfolio in Q1 2026, its #107 holding.
  • Seven Mile Advisory first reported a position in IBM in Q2 2023 and has held it in 11 quarters since.
  • Seven Mile Advisory's IBM position peaked at $991K in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.