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Stone House Investment Management’s IBM IBM Stock Holding History

Stone House Investment 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 		$148K Sell
612
-125
-17% -$33.8K 0.03% 98
2025
Q4 		$218K Sell
737
-48
-6% -$14.4K 0.03% 71
2025
Q3 		$222K Buy
785
+128
+19% +$33.5K 0.04% 74
2025
Q2 		$194K Sell
657
-138
-17% -$35.6K 0.04% 73
2025
Q1 		$198K Buy
+795
New +$194K 0.04% 59
2024
Q4 		– Sell
-768
Closed -$170K – 194
2024
Q3 		$170K Buy
768
+28
+4% +$5.49K 0.04% 54
2024
Q2 		$128K Sell
740
-203
-22% -$35.3K 0.03% 65
2024
Q1 		$180K Buy
943
+696
+282% +$127K 0.04% 58
2023
Q4 		$40.5K Buy
247
+22
+10% +$3.32K 0.01% 92
2023
Q3 		$31.6K Buy
225
+204
+971% +$29K 0.01% 98
2023
Q2 		$2.84K Hold
21
– – ﹤0.01% 241
2023
Q1 		$2.75K Buy
+21
New +$2.81K ﹤0.01% 229
2019
Q2 		– Sell
-128
Closed -$17K – 110
2019
Q1 		$17K Buy
+128
New +$16.3K 0.01% 141

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

Stone House Investment Management's IBM Position: Q1 2026 in Review

Stone House Investment Management reduced its IBM (IBM) stake by 17% in Q1 2026, selling an estimated $33.8K and leaving 612 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #98.

Stone House Investment Management first reported a position in IBM in Q1 2019 and has held it in 13 quarters since. The position peaked at $222K in Q3 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stone House Investment Management held 612 shares of IBM worth $148K as of Q1 2026.
  • Stone House Investment Management sold 125 IBM shares in Q1 2026, an estimated $33.8K.
  • IBM made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #98 holding.
  • Stone House Investment Management first reported a position in IBM in Q1 2019 and has held it in 13 quarters since.
  • Stone House Investment Management's IBM position peaked at $222K in Q3 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.