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Sittner & Nelson’s IBM IBM Stock Holding History

Sittner & Nelson’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 		$738K Hold
3,045
– – 0.27% 73
2025
Q4 		$910K Hold
3,045
– – 0.32% 65
2025
Q3 		$859K Sell
3,045
-175
-5% -$45.8K 0.31% 59
2025
Q2 		$949K Hold
3,220
– – 0.38% 51
2025
Q1 		$801K Buy
3,220
+95
+3% +$23.2K 0.34% 53
2024
Q4 		$687K Buy
3,125
+1,190
+61% +$265K 0.3% 58
2024
Q3 		$428K Sell
1,935
-25
-1% -$4.9K 0.19% 76
2024
Q2 		$339K Buy
1,960
+212
+12% +$36.8K 0.17% 81
2024
Q1 		$334K Buy
1,748
+150
+9% +$27.4K 0.17% 88
2023
Q4 		$261K Sell
1,598
-40
-2% -$6.04K 0.14% 93
2023
Q3 		$230K Sell
1,638
-100
-6% -$14.2K 0.13% 95
2023
Q2 		$233K Hold
1,738
– – 0.13% 96
2023
Q1 		$228K Hold
1,738
– – 0.13% 109
2022
Q4 		$245K Hold
1,738
– – 0.15% 106
2022
Q3 		$207K Sell
1,738
-609
-26% -$79.9K 0.14% 106
2022
Q2 		$331K Buy
2,347
+1,411
+151% +$190K 0.22% 86
2022
Q1 		$122K Hold
936
– – 0.07% 134
2021
Q4 		$125K Sell
936
-80
-8% -$10K 0.07% 131
2021
Q3 		$135K Hold
1,016
– – 0.09% 116
2021
Q2 		$142K Sell
1,016
-272
-21% -$37.2K 0.1% 106
2021
Q1 		$164K Buy
1,288
+24
+2% +$2.87K 0.12% 97
2020
Q4 		$152K Buy
+1,264
New +$146K 0.14% 94

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

Sittner & Nelson's IBM Position: Q1 2026 in Review

Sittner & Nelson held its IBM (IBM) position steady in Q1 2026 at 3,045 shares worth $738K. The position accounts for 0.27% of the portfolio, ranked #73.

Sittner & Nelson first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $949K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sittner & Nelson held 3,045 shares of IBM worth $738K as of Q1 2026.
  • Sittner & Nelson left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.27% of Sittner & Nelson's portfolio in Q1 2026, its #73 holding.
  • Sittner & Nelson first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's IBM position peaked at $949K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.