Shepherd Financial Partners’s IBM IBM Stock Holding History

Shepherd Financial 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	$257K	Sell	1,061 -1	-0.1%	-$271	0.02%	217
2025 Q4	$315K	Hold	1,062	–	–	0.03%	202
2025 Q3	$300K	Hold	1,062	–	–	0.03%	204
2025 Q2	$313K	Hold	1,062	–	–	0.03%	194
2025 Q1	$264K	Buy	1,062 +115	+12%	+$28.1K	0.03%	204
2024 Q4	$208K	Buy	+947	New	+$211K	0.02%	212
2018 Q2	–	Sell	-1,480	Closed	-$217K	–	132
2018 Q1	$217K	Hold	1,480	–	–	0.05%	110
2017 Q4	$217K	Hold	1,480	–	–	0.05%	106
2017 Q3	$210K	Hold	1,480	–	–	0.05%	108
2017 Q2	$217K	Sell	1,480 -14	-0.9%	-$2.11K	0.05%	105
2017 Q1	$248K	Sell	1,494 -378	-20%	-$63.4K	0.06%	100
2016 Q4	$299K	Buy	+1,872	New	+$285K	0.08%	93

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

Shepherd Financial Partners's IBM Position: Q1 2026 in Review

Shepherd Financial Partners reduced its IBM (IBM) stake by 0.09% in Q1 2026, selling an estimated $271 and leaving 1,061 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #217.

Shepherd Financial Partners first reported a position in IBM in Q4 2016 and has held it in 12 quarters since. The position peaked at $315K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Shepherd Financial Partners held 1,061 shares of IBM worth $257K as of Q1 2026.
Shepherd Financial Partners sold 1 IBM share in Q1 2026, an estimated $271.
IBM made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #217 holding.
Shepherd Financial Partners first reported a position in IBM in Q4 2016 and has held it in 12 quarters since.
Shepherd Financial Partners's IBM position peaked at $315K in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.