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Stokes Family Office’s IBM IBM Stock Holding History

Stokes Family Office’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 		$966K Sell
3,984
-465
-10% -$126K 0.1% 131
2025
Q4 		$1.32M Sell
4,449
-485
-10% -$145K 0.12% 115
2025
Q3 		$1.39M Buy
4,934
+86
+2% +$22.5K 0.13% 112
2025
Q2 		$1.43M Buy
4,848
+18
+0.4% +$4.64K 0.15% 106
2025
Q1 		$1.2M Sell
4,830
-3
-0.1% -$734 0.14% 114
2024
Q4 		$1.06M Buy
4,833
+312
+7% +$69.5K 0.11% 121
2024
Q3 		$999K Sell
4,521
-76
-2% -$14.9K 0.11% 116
2024
Q2 		$795K Sell
4,597
-20
-0.4% -$3.48K 0.09% 125
2024
Q1 		$882K Buy
4,617
+1,166
+34% +$213K 0.11% 120
2023
Q4 		$564K Sell
3,451
-2,871
-45% -$434K 0.08% 133
2023
Q3 		$887K Sell
6,322
-431
-6% -$61.3K 0.1% 138
2023
Q2 		$904K Buy
6,753
+361
+6% +$46.6K 0.1% 128
2023
Q1 		$838K Sell
6,392
-1,604
-20% -$215K 0.1% 128
2022
Q4 		$1.13M Sell
7,996
-184
-2% -$25.4K 0.15% 105
2022
Q3 		$972K Sell
8,180
-2,056
-20% -$270K 0.14% 109
2022
Q2 		$1.45M Buy
10,236
+1,593
+18% +$215K 0.2% 87
2022
Q1 		$1.12M Buy
8,643
+2,086
+32% +$272K 0.15% 93
2021
Q4 		$876K Sell
6,557
-184
-3% -$23.1K 0.11% 114
2021
Q3 		$895K Buy
6,741
+761
+13% +$102K 0.12% 102
2021
Q2 		$838K Buy
5,980
+745
+14% +$102K 0.12% 106
2021
Q1 		$667K Buy
5,235
+339
+7% +$40.6K 0.1% 114
2020
Q4 		$589K Buy
4,896
+717
+17% +$82.9K 0.12% 107
2020
Q3 		$486K Sell
4,179
-449
-10% -$52.9K 0.11% 104
2020
Q2 		$534K Buy
4,628
+151
+3% +$17.5K 0.13% 100
2020
Q1 		$475K Buy
4,477
+278
+7% +$35.2K 0.13% 98
2019
Q4 		$538K Buy
+4,199
New +$546K 0.12% 96

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

Stokes Family Office's IBM Position: Q1 2026 in Review

Stokes Family Office reduced its IBM (IBM) stake by 10% in Q1 2026, selling an estimated $126K and leaving 3,984 shares worth $966K. The position accounts for 0.1% of the portfolio, ranked #131.

Stokes Family Office first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.45M in Q2 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stokes Family Office held 3,984 shares of IBM worth $966K as of Q1 2026.
  • Stokes Family Office sold 465 IBM shares in Q1 2026, an estimated $126K.
  • IBM made up 0.1% of Stokes Family Office's portfolio in Q1 2026, its #131 holding.
  • Stokes Family Office first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's IBM position peaked at $1.45M in Q2 2022.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.