SMF
IBM icon

Sterling Manor Financial’s IBM IBM Stock Holding History

Sterling Manor Financial’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 		$209K Hold
863
– – 0.13% 38
2025
Q4 		$256K Sell
863
-118
-12% -$35.3K 0.16% 31
2025
Q3 		$277K Hold
981
– – 0.17% 27
2025
Q2 		$289K Hold
981
– – 0.19% 27
2025
Q1 		$244K Hold
981
– – 0.17% 25
2024
Q4 		$216K Hold
981
– – 0.15% 27
2024
Q3 		$217K Buy
+981
New +$192K 0.15% 27
2024
Q2 		– Sell
-1,381
Closed -$264K – 27
2024
Q1 		$264K Hold
1,381
– – 0.2% 22
2023
Q4 		$226K Buy
+1,381
New +$209K 0.19% 22

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

Sterling Manor Financial's IBM Position: Q1 2026 in Review

Sterling Manor Financial held its IBM (IBM) position steady in Q1 2026 at 863 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #38.

Sterling Manor Financial first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $289K in Q2 2025. 3,472 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sterling Manor Financial held 863 shares of IBM worth $209K as of Q1 2026.
  • Sterling Manor Financial left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.13% of Sterling Manor Financial's portfolio in Q1 2026, its #38 holding.
  • Sterling Manor Financial first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
  • Sterling Manor Financial's IBM position peaked at $289K in Q2 2025.
  • 3,472 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.