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Summit Financial’s IBM IBM Stock Holding History

Summit 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 		$11.2M Sell
46,237
-12,561
-21% -$3.4M 0.14% 133
2025
Q4 		$17.4M Buy
58,798
+308
+0.5% +$92.2K 0.26% 73
2025
Q3 		$16.5M Buy
58,490
+1,427
+3% +$374K 0.25% 77
2025
Q2 		$16.8M Buy
57,063
+2,842
+5% +$732K 0.38% 50
2025
Q1 		$13.5M Buy
54,221
+30,827
+132% +$7.54M 0.38% 50
2024
Q4 		$5.14M Buy
23,394
+9,393
+67% +$2.09M 0.18% 104
2024
Q3 		$3.1M Buy
14,001
+4,944
+55% +$969K 0.12% 132
2024
Q2 		$1.57M Buy
9,057
+4,460
+97% +$775K 0.07% 178
2024
Q1 		$878K Sell
4,597
-235
-5% -$42.9K 0.05% 200
2023
Q4 		$790K Sell
4,832
-361
-7% -$54.5K 0.05% 200
2023
Q3 		$729K Buy
5,193
+90
+2% +$12.8K 0.05% 194
2023
Q2 		$683K Buy
5,103
+2,162
+74% +$279K 0.05% 192
2023
Q1 		$385K Sell
2,941
-219
-7% -$29.3K 0.03% 196
2022
Q4 		$445K Sell
3,160
-661
-17% -$91.2K 0.04% 181
2022
Q3 		$454K Buy
3,821
+254
+7% +$33.3K 0.04% 177
2022
Q2 		$504K Sell
3,567
-2,209
-38% -$298K 0.05% 155
2022
Q1 		$751K Buy
5,776
+1,950
+51% +$254K 0.06% 142
2021
Q4 		$511K Sell
3,826
-459
-11% -$57.6K 0.04% 164
2021
Q3 		$569K Buy
4,285
+1,555
+57% +$208K 0.05% 132
2021
Q2 		$383K Buy
+2,730
New +$373K 0.04% 107

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 Financial's IBM Position: Q1 2026 in Review

Summit Financial reduced its IBM (IBM) stake by 21% in Q1 2026, selling an estimated $3.4M and leaving 46,237 shares worth $11.2M. The position accounts for 0.14% of the portfolio, ranked #133.

Summit Financial first reported a position in IBM in Q2 2021 and has held it in 20 quarters since. The position peaked at $17.4M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Summit Financial held 46,237 shares of IBM worth $11.2M as of Q1 2026.
  • Summit Financial sold 12,561 IBM shares in Q1 2026, an estimated $3.4M.
  • IBM made up 0.14% of Summit Financial's portfolio in Q1 2026, its #133 holding.
  • Summit Financial first reported a position in IBM in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's IBM position peaked at $17.4M in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.