Smartleaf Asset Management’s IBM IBM Stock Holding History

Smartleaf Asset Management’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	$3.53M	Buy	14,859 +485	+3%	+$131K	0.13%	146
2025 Q4	$4.34M	Buy	14,374 +871	+6%	+$261K	0.16%	109
2025 Q3	$3.78M	Buy	13,503 +3,405	+34%	+$891K	0.23%	83
2025 Q2	$2.93M	Sell	10,098 -1,440	-12%	-$371K	0.26%	78
2025 Q1	$2.82M	Buy	11,538 +1,576	+16%	+$385K	0.27%	73
2024 Q4	$2.19M	Buy	9,962 +1,765	+22%	+$393K	0.22%	98
2024 Q3	$1.81M	Buy	8,197 +3,526	+75%	+$691K	0.22%	106
2024 Q2	$798K	Buy	4,671 +1,397	+43%	+$243K	0.13%	181
2024 Q1	$625K	Buy	3,274 +758	+30%	+$138K	0.12%	190
2023 Q4	$405K	Buy	+2,516	New	+$380K	0.11%	193

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

Smartleaf Asset Management's IBM Position: Q1 2026 in Review

Smartleaf Asset Management increased its IBM (IBM) stake by 3.4% in Q1 2026, buying an estimated $131K and bringing the position to 14,859 shares worth $3.53M. The position accounts for 0.13% of the portfolio, ranked #146.

Smartleaf Asset Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.34M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Smartleaf Asset Management held 14,859 shares of IBM worth $3.53M as of Q1 2026.
Smartleaf Asset Management bought 485 IBM shares in Q1 2026, an estimated $131K.
IBM made up 0.13% of Smartleaf Asset Management's portfolio in Q1 2026, its #146 holding.
Smartleaf Asset Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's IBM position peaked at $4.34M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.