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Stonebrook Private’s IBM IBM Stock Holding History

Stonebrook Private’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 		$471K Buy
1,943
+198
+11% +$53.6K 0.1% 127
2025
Q4 		$517K Buy
1,745
+66
+4% +$19.8K 0.11% 124
2025
Q3 		$474K Buy
1,679
+2
+0.1% +$524 0.1% 134
2025
Q2 		$494K Buy
1,677
+100
+6% +$25.8K 0.12% 129
2025
Q1 		$392K Buy
1,577
+79
+5% +$19.3K 0.1% 135
2024
Q4 		$329K Buy
1,498
+72
+5% +$16K 0.09% 137
2024
Q3 		$315K Sell
1,426
-173
-11% -$33.9K 0.08% 144
2024
Q2 		$276K Sell
1,599
-597
-27% -$104K 0.08% 147
2024
Q1 		$419K Buy
2,196
+29
+1% +$5.29K 0.12% 130
2023
Q4 		$354K Buy
+2,167
New +$327K 0.12% 138

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

Stonebrook Private's IBM Position: Q1 2026 in Review

Stonebrook Private increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $53.6K and bringing the position to 1,943 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #127.

Stonebrook Private first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $517K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stonebrook Private held 1,943 shares of IBM worth $471K as of Q1 2026.
  • Stonebrook Private bought 198 IBM shares in Q1 2026, an estimated $53.6K.
  • IBM made up 0.1% of Stonebrook Private's portfolio in Q1 2026, its #127 holding.
  • Stonebrook Private first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Stonebrook Private's IBM position peaked at $517K in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.