Spectrum Asset Management (California)’s IBM IBM Stock Holding History

Spectrum Asset Management (California)’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	$291K	Hold	1,200	–	–	0.09%	92
2025 Q4	$355K	Hold	1,200	–	–	0.12%	84
2025 Q3	$339K	Hold	1,200	–	–	0.12%	87
2025 Q2	$354K	Hold	1,200	–	–	0.15%	79
2025 Q1	$298K	Hold	1,200	–	–	0.13%	70
2024 Q4	$264K	Hold	1,200	–	–	0.12%	84
2024 Q3	$265K	Hold	1,200	–	–	0.11%	88
2024 Q2	$208K	Hold	1,200	–	–	0.1%	90
2024 Q1	$229K	Buy	+1,200	New	+$219K	0.1%	88
2018 Q4	–	Sell	-12,906	Closed	-$1.87M	–	82
2018 Q3	$1.87M	Buy	+12,906	New	+$1.8M	1.11%	21

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

Spectrum Asset Management (California)'s IBM Position: Q1 2026 in Review

Spectrum Asset Management (California) held its IBM (IBM) position steady in Q1 2026 at 1,200 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #92.

Spectrum Asset Management (California) first reported a position in IBM in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.87M in Q3 2018. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Spectrum Asset Management (California) held 1,200 shares of IBM worth $291K as of Q1 2026.
Spectrum Asset Management (California) left its IBM share count unchanged in Q1 2026.
IBM made up 0.09% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #92 holding.
Spectrum Asset Management (California) first reported a position in IBM in Q3 2018 and has held it in 10 quarters since.
Spectrum Asset Management (California)'s IBM position peaked at $1.87M in Q3 2018.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.