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Smith, Moore & Co’s IBM IBM Stock Holding History

Smith, Moore & Co’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 		$1.21M Buy
4,988
+73
+1% +$19.8K 0.09% 183
2025
Q4 		$1.46M Sell
4,915
-372
-7% -$111K 0.11% 156
2025
Q3 		$1.49M Sell
5,287
-25
-0.5% -$6.54K 0.11% 154
2025
Q2 		$1.57M Buy
5,312
+1,786
+51% +$460K 0.13% 148
2025
Q1 		$877K Buy
3,526
+281
+9% +$68.7K 0.08% 217
2024
Q4 		$713K Sell
3,245
-202
-6% -$45K 0.07% 239
2024
Q3 		$762K Buy
3,447
+60
+2% +$11.8K 0.07% 221
2024
Q2 		$586K Buy
3,387
+875
+35% +$152K 0.06% 243
2024
Q1 		$480K Sell
2,512
-352
-12% -$64.2K 0.05% 276
2023
Q4 		$468K Sell
2,864
-934
-25% -$141K 0.06% 269
2023
Q3 		$533K Buy
3,798
+207
+6% +$29.5K 0.07% 224
2023
Q2 		$480K Buy
3,591
+383
+12% +$49.4K 0.06% 251
2023
Q1 		$421K Buy
3,208
+15
+0.5% +$2.01K 0.06% 266
2022
Q4 		$450K Buy
3,193
+18
+0.6% +$2.48K 0.06% 248
2022
Q3 		$377K Buy
3,175
+142
+5% +$18.6K 0.06% 255
2022
Q2 		$428K Sell
3,033
-480
-14% -$64.8K 0.07% 239
2022
Q1 		$457K Sell
3,513
-38
-1% -$4.96K 0.06% 256
2021
Q4 		$475K Sell
3,551
-446
-11% -$55.9K 0.07% 245
2021
Q3 		$531K Buy
3,997
+479
+14% +$64K 0.08% 231
2021
Q2 		$493K Buy
3,518
+59
+2% +$8.07K 0.07% 239
2021
Q1 		$441K Sell
3,459
-2,216
-39% -$265K 0.07% 241
2020
Q4 		$683K Sell
5,675
-1,395
-20% -$161K 0.13% 166
2020
Q3 		$822K Buy
7,070
+450
+7% +$53K 0.17% 113
2020
Q2 		$764K Buy
6,620
+296
+5% +$34.4K 0.17% 108
2020
Q1 		$671K Buy
6,324
+229
+4% +$29K 0.18% 114
2019
Q4 		$781K Buy
6,095
+128
+2% +$16.6K 0.16% 121
2019
Q3 		$830K Buy
5,967
+51
+0.9% +$6.88K 0.18% 103
2019
Q2 		$780K Buy
5,916
+5
+0.1% +$657 0.18% 118
2019
Q1 		$797K Buy
5,911
+1,205
+26% +$154K 0.19% 112
2018
Q4 		$511K Buy
4,706
+683
+17% +$82K 0.14% 150
2018
Q3 		$581K Sell
4,023
-7
-0.2% -$978 0.13% 149
2018
Q2 		$538K Sell
4,030
-36
-0.9% -$5.02K 0.14% 148
2018
Q1 		$596K Buy
4,066
+1,893
+87% +$286K 0.16% 138
2017
Q4 		$319K Sell
2,173
-171
-7% -$24.9K 0.09% 216
2017
Q3 		$325K Sell
2,344
-707
-23% -$98.5K 0.09% 210
2017
Q2 		$449K Sell
3,051
-140
-4% -$21.1K 0.15% 127
2017
Q1 		$531K Sell
3,191
-157
-5% -$26.3K 0.19% 100
2016
Q4 		$531K Buy
3,348
+157
+5% +$23.9K 0.2% 100
2016
Q3 		$485K Buy
3,191
+304
+11% +$46.1K 0.19% 107
2016
Q2 		$419K Sell
2,887
-1,456
-34% -$208K 0.17% 118
2016
Q1 		$629K Buy
4,343
+2,449
+129% +$313K 0.27% 78
2015
Q4 		$249K Buy
+1,894
New +$254K 0.12% 151
2015
Q2 		– Sell
-1,511
Closed -$232K – 174
2015
Q1 		$232K Buy
+1,511
New +$229K 0.12% 148
2014
Q4 		– Sell
-1,177
Closed -$214K – 172
2014
Q3 		$214K Sell
1,177
-1,281
-52% -$233K 0.12% 147
2014
Q2 		$426K Sell
2,458
-154
-6% -$27.7K 0.26% 70
2014
Q1 		$481K Sell
2,612
-552
-17% -$97.2K 0.29% 68
2013
Q4 		$567K Buy
+3,164
New +$546K 0.36% 57

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

Smith, Moore & Co's IBM Position: Q1 2026 in Review

Smith, Moore & Co increased its IBM (IBM) stake by 1.5% in Q1 2026, buying an estimated $19.8K and bringing the position to 4,988 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #183.

Smith, Moore & Co first reported a position in IBM in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.57M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Smith, Moore & Co held 4,988 shares of IBM worth $1.21M as of Q1 2026.
  • Smith, Moore & Co bought 73 IBM shares in Q1 2026, an estimated $19.8K.
  • IBM made up 0.09% of Smith, Moore & Co's portfolio in Q1 2026, its #183 holding.
  • Smith, Moore & Co first reported a position in IBM in Q4 2013 and has held it in 47 quarters since.
  • Smith, Moore & Co's IBM position peaked at $1.57M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.