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Summit Securities Group’s IBM IBM Stock Holding History

Summit Securities Group’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 		$12.4M Buy
51,284
+50,484
+6,311% +$13.7M 1.53% 14
2025
Q4 		$237K Sell
800
-427
-35% -$128K 0.03% 304
2025
Q3 		$346K Buy
1,227
+938
+325% +$246K 0.07% 202
2025
Q2 		$85.2K Buy
+289
New +$74.5K 0.02% 393
2025
Q1 		– Sell
-21,400
Closed -$5.23M – 929
2024
Q4 		$4.7M Buy
21,400
+20,000
+1,429% +$4.45M 0.97% 24
2024
Q3 		$310K Buy
+1,400
New +$275K 0.08% 133
2024
Q2 		– Sell
-2,100
Closed -$365K – 662
2024
Q1 		$401K Sell
2,100
-8,600
-80% -$1.57M 0.07% 113
2023
Q4 		$1.75M Buy
10,700
+6,000
+128% +$907K 0.16% 98
2023
Q3 		$659K Buy
4,700
+3,124
+198% +$444K 0.07% 108
2023
Q2 		$211K Sell
1,576
-176
-10% -$22.7K 0.03% 210
2023
Q1 		$230K Sell
1,752
-87,892
-98% -$11.8M 0.02% 203
2022
Q4 		$12.6M Buy
89,644
+63,467
+242% +$8.75M 0.48% 48
2022
Q3 		$3.11M Buy
26,177
+9,916
+61% +$1.3M 0.23% 71
2022
Q2 		$2.3M Buy
16,261
+5,661
+53% +$764K 0.29% 64
2022
Q1 		$1.38M Sell
10,600
-23,100
-69% -$3.01M 0.15% 108
2021
Q4 		$4.5M Buy
33,700
+25,011
+288% +$3.14M 0.21% 90
2021
Q3 		$1.15M Sell
8,689
-1,517
-15% -$203K 0.09% 234
2021
Q2 		$1.43M Sell
10,206
-10,086
-50% -$1.38M 0.12% 188
2021
Q1 		$2.58M Buy
20,292
+2,196
+12% +$263K 0.28% 73
2020
Q4 		$2.18M Sell
18,096
-20,397
-53% -$2.36M 0.18% 131
2020
Q3 		$4.48M Sell
38,493
-1,987
-5% -$234K 0.47% 40
2020
Q2 		$4.67M Sell
40,480
-36,610
-47% -$4.25M 0.58% 29
2020
Q1 		$8.18M Buy
77,090
+64,852
+530% +$8.2M 1.44% 18
2019
Q4 		$1.57M Buy
12,238
+9,937
+432% +$1.29M 0.12% 169
2019
Q3 		$320K Sell
2,301
-1,674
-42% -$226K 0.03% 246
2019
Q2 		$524K Sell
3,975
-7,949
-67% -$1.04M 0.06% 204
2019
Q1 		$1.61M Buy
11,924
+5,543
+87% +$707K 0.29% 59
2018
Q4 		$693K Sell
6,381
-29,392
-82% -$3.53M 0.06% 173
2018
Q3 		$5.17M Buy
35,773
+11,715
+49% +$1.64M 1.92% 11
2018
Q2 		$3.21M Buy
24,058
+11,401
+90% +$1.59M 0.46% 36
2018
Q1 		$1.86M Buy
12,657
+11,088
+707% +$1.68M 0.45% 37
2017
Q4 		$230K Buy
+1,569
New +$228K 0.03% 145
2017
Q3 		– Sell
-4,034
Closed -$562K – 250
2017
Q2 		$593K Buy
4,034
+1,902
+89% +$287K 0.11% 115
2017
Q1 		$355K Buy
+2,132
New +$357K 0.1% 204
2016
Q1 		– Sell
-2,066
Closed -$272K – 233
2015
Q4 		$272K Buy
+2,066
New +$278K 0.09% 157
2015
Q3 		– Sell
-3,243
Closed -$479K – 429
2015
Q2 		$504K Sell
3,243
-418
-11% -$67.2K 0.25% 33
2015
Q1 		$562K Buy
3,661
+136
+4% +$20.6K 0.42% 38
2014
Q4 		$541K Sell
3,525
-11,956
-77% -$1.9M 0.16% 100
2014
Q3 		$2.81M Buy
15,481
+11,925
+335% +$2.17M 0.81% 31
2014
Q2 		$616K Buy
3,556
+3,033
+580% +$546K 0.21% 79
2014
Q1 		$96K Sell
523
-8,786
-94% -$1.55M 0.06% 140
2013
Q4 		$1.67M Sell
9,309
-2,406
-21% -$415K 0.29% 51
2013
Q3 		$2.07M Buy
11,715
+5,334
+84% +$970K 0.71% 25
2013
Q2 		$1.17M Buy
+6,381
New +$1.24M 0.56% 38

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 Securities Group's IBM Position: Q1 2026 in Review

Summit Securities Group increased its IBM (IBM) stake by 6,311% in Q1 2026, buying an estimated $13.7M and bringing the position to 51,284 shares worth $12.4M. The position accounts for 1.53% of the portfolio, ranked #14.

Summit Securities Group first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. The position peaked at $12.6M in Q4 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Summit Securities Group held 51,284 shares of IBM worth $12.4M as of Q1 2026.
  • Summit Securities Group bought 50,484 IBM shares in Q1 2026, an estimated $13.7M.
  • IBM made up 1.53% of Summit Securities Group's portfolio in Q1 2026, its #14 holding.
  • Summit Securities Group first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
  • Summit Securities Group's IBM position peaked at $12.6M in Q4 2022.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.