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Summit Global Investments’s IBM IBM Stock Holding History

Summit Global Investments’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 		$1.06M Buy
4,383
+177
+4% +$47.9K 0.06% 179
2025
Q4 		$1.25M Buy
+4,206
New +$1.26M 0.07% 151
2024
Q4 		– Sell
-2,078
Closed -$459K – 586
2024
Q3 		$459K Sell
2,078
-1
-0% -$196 0.03% 373
2024
Q2 		$359K Buy
2,079
+107
+5% +$18.6K 0.02% 398
2024
Q1 		$377K Sell
1,972
-197
-9% -$35.9K 0.03% 371
2023
Q4 		$355K Buy
2,169
+493
+29% +$74.5K 0.02% 396
2023
Q3 		$235K Buy
+1,676
New +$238K 0.02% 462
2017
Q2 		– Sell
-36,856
Closed -$6.14M – 259
2017
Q1 		$6.14M Buy
36,856
+1,164
+3% +$195K 2% 6
2016
Q4 		$5.66M Buy
+35,692
New +$5.44M 2.06% 8

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 Global Investments's IBM Position: Q1 2026 in Review

Summit Global Investments increased its IBM (IBM) stake by 4.2% in Q1 2026, buying an estimated $47.9K and bringing the position to 4,383 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #179.

Summit Global Investments first reported a position in IBM in Q4 2016 and has held it in 9 quarters since. The position peaked at $6.14M in Q1 2017. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Summit Global Investments held 4,383 shares of IBM worth $1.06M as of Q1 2026.
  • Summit Global Investments bought 177 IBM shares in Q1 2026, an estimated $47.9K.
  • IBM made up 0.06% of Summit Global Investments's portfolio in Q1 2026, its #179 holding.
  • Summit Global Investments first reported a position in IBM in Q4 2016 and has held it in 9 quarters since.
  • Summit Global Investments's IBM position peaked at $6.14M in Q1 2017.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.