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Smart Portfolios LLC’s IBM IBM Stock Holding History

Smart Portfolios LLC’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 		$736K Buy
3,036
+50
+2% +$13.5K 0.73% 47
2025
Q4 		$884K Sell
2,986
-60
-2% -$18K 0.88% 38
2025
Q3 		$859K Sell
3,046
-205
-6% -$53.7K 0.83% 38
2025
Q2 		$958K Sell
3,251
-65
-2% -$16.7K 0.97% 32
2025
Q1 		$825K Sell
3,316
-130
-4% -$31.8K 0.9% 35
2024
Q4 		$758K Sell
3,446
-35
-1% -$7.79K 0.79% 40
2024
Q3 		$770K Sell
3,481
-54
-2% -$10.6K 0.78% 41
2024
Q2 		$611K Buy
3,535
+180
+5% +$31.3K 0.62% 48
2024
Q1 		$641K Buy
3,355
+130
+4% +$23.7K 0.68% 40
2023
Q4 		$600K Buy
+3,225
New +$487K 0.7% 36

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

Smart Portfolios LLC's IBM Position: Q1 2026 in Review

Smart Portfolios LLC increased its IBM (IBM) stake by 1.7% in Q1 2026, buying an estimated $13.5K and bringing the position to 3,036 shares worth $736K. The position accounts for 0.73% of the portfolio, ranked #47.

Smart Portfolios LLC first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $958K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Smart Portfolios LLC held 3,036 shares of IBM worth $736K as of Q1 2026.
  • Smart Portfolios LLC bought 50 IBM shares in Q1 2026, an estimated $13.5K.
  • IBM made up 0.73% of Smart Portfolios LLC's portfolio in Q1 2026, its #47 holding.
  • Smart Portfolios LLC first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Smart Portfolios LLC's IBM position peaked at $958K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.