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Summit Asset Management’s IBM IBM Stock Holding History

Summit Asset 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 		$1.3M Hold
5,347
– – 0.18% 61
2025
Q4 		$1.58M Hold
5,347
– – 0.22% 54
2025
Q3 		$1.51M Hold
5,347
– – 0.23% 54
2025
Q2 		$1.58M Hold
5,347
– – 0.26% 53
2025
Q1 		$1.33M Hold
5,347
– – 0.23% 54
2024
Q4 		$1.18M Sell
5,347
-422
-7% -$94K 0.21% 58
2024
Q3 		$1.28M Hold
5,769
– – 0.24% 51
2024
Q2 		$998K Sell
5,769
-250
-4% -$43.4K 0.21% 57
2024
Q1 		$1.15M Hold
6,019
– – 0.25% 47
2023
Q4 		$984K Hold
6,019
– – 0.24% 50
2023
Q3 		$844K Sell
6,019
-75
-1% -$10.7K 0.23% 51
2023
Q2 		$815K Hold
6,094
– – 0.21% 55
2023
Q1 		$799K Hold
6,094
– – 0.22% 55
2022
Q4 		$859K Sell
6,094
-13
-0.2% -$1.79K 0.25% 53
2022
Q3 		$726K Sell
6,107
-23
-0.4% -$3.02K 0.23% 54
2022
Q2 		$865K Sell
6,130
-271
-4% -$36.6K 0.27% 52
2022
Q1 		$832K Buy
6,401
+610
+11% +$79.6K 0.24% 60
2021
Q4 		$774K Sell
5,791
-760
-12% -$95.3K 0.22% 66
2021
Q3 		$870K Sell
6,551
-3
-0% -$401 0.27% 54
2021
Q2 		$919K Sell
6,554
-141
-2% -$19.3K 0.29% 50
2021
Q1 		$853K Buy
6,695
+523
+8% +$62.6K 0.29% 49
2020
Q4 		$743K Sell
6,172
-333
-5% -$38.5K 0.27% 54
2020
Q3 		$757K Buy
6,505
+217
+3% +$25.5K 0.31% 47
2020
Q2 		$726K Buy
6,288
+400
+7% +$46.5K 0.33% 42
2020
Q1 		$624K Sell
5,888
-311
-5% -$39.3K 0.34% 48
2019
Q4 		$794K Buy
6,199
+4
+0.1% +$520 0.34% 43
2019
Q3 		$861K Buy
6,195
+3
+0% +$405 0.4% 36
2019
Q2 		$816K Buy
6,192
+3
+0% +$394 0.39% 38
2019
Q1 		$835K Sell
6,189
-948
-13% -$121K 0.41% 37
2018
Q4 		$776K Sell
7,137
-173
-2% -$20.8K 0.44% 34
2018
Q3 		$1.06M Buy
7,310
+7
+0.1% +$978 0.49% 29
2018
Q2 		$975K Sell
7,303
-97
-1% -$13.5K 0.47% 32
2018
Q1 		$1.09M Buy
7,400
+26
+0.4% +$3.93K 0.52% 30
2017
Q4 		$1.08M Sell
7,374
-569
-7% -$82.7K 0.52% 30
2017
Q3 		$1.1M Sell
7,943
-287
-3% -$40K 0.55% 28
2017
Q2 		$1.21M Sell
8,230
-177
-2% -$26.7K 0.64% 26
2017
Q1 		$1.4M Buy
8,407
+6
+0.1% +$1.01K 0.81% 23
2016
Q4 		$1.33M Sell
8,401
-127
-1% -$19.3K 0.83% 24
2016
Q3 		$1.29M Buy
8,528
+5
+0.1% +$759 0.8% 24
2016
Q2 		$1.24M Sell
8,523
-123
-1% -$17.6K 0.79% 21
2016
Q1 		$1.25M Buy
8,646
+6
+0.1% +$766 0.82% 22
2015
Q4 		$1.14M Sell
8,640
-394
-4% -$52.9K 0.77% 23
2015
Q3 		$1.25M Buy
9,034
+6
+0.1% +$886 0.9% 22
2015
Q2 		$1.4M Buy
9,028
+154
+2% +$24.8K 0.96% 20
2015
Q1 		$1.36M Buy
8,874
+574
+7% +$87.1K 0.95% 18
2014
Q4 		$1.27M Sell
8,300
-134
-2% -$21.3K 0.92% 17
2014
Q3 		$1.53M Buy
8,434
+4
+0% +$729 1.17% 13
2014
Q2 		$1.46M Buy
8,430
+6
+0.1% +$1.08K 1.12% 13
2014
Q1 		$1.55M Sell
8,424
-353
-4% -$62.1K 1.24% 13
2013
Q4 		$1.57M Sell
8,777
-481
-5% -$82.9K 1.24% 14
2013
Q3 		$1.64M Buy
9,258
+79
+0.9% +$14.4K 1.45% 14
2013
Q2 		$1.68M Buy
+9,179
New +$1.79M 1.62% 11

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

Summit Asset Management's IBM Position: Q1 2026 in Review

Summit Asset Management held its IBM (IBM) position steady in Q1 2026 at 5,347 shares worth $1.3M. The position accounts for 0.18% of the portfolio, ranked #61.

Summit Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.68M in Q2 2013. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Summit Asset Management held 5,347 shares of IBM worth $1.3M as of Q1 2026.
  • Summit Asset Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.18% of Summit Asset Management's portfolio in Q1 2026, its #61 holding.
  • Summit Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Summit Asset Management's IBM position peaked at $1.68M in Q2 2013.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.