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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
2023
Q2 		– Sell
-7,500
Closed -$983K – 990
2023
Q1 		$983K Sell
7,500
-37,500
-83% -$5.02M 0.08% 98
2022
Q4 		$6.34M Buy
45,000
+29,900
+198% +$4.12M 0.24% 69
2022
Q3 		$1.79M Buy
+15,100
New +$1.98M 0.13% 104
2021
Q4 		– Sell
-195
Closed -$2.58M – 868
2021
Q3 		$2.58M Sell
195
-2
-1% -$267 0.2% 120
2021
Q2 		$2.76M Buy
197
+157
+393% +$21.5K 0.23% 101
2021
Q1 		$506K Sell
40
-168
-81% -$20.1K 0.06% 316
2020
Q4 		$2.5M Buy
208
+2
+1% +$231 0.21% 120
2020
Q3 		$2.4M Sell
206
-83
-29% -$9.77K 0.25% 83
2020
Q2 		$3.33M Sell
289
-756
-72% -$87.8K 0.41% 48
2020
Q1 		$11.1M Buy
1,045
+885
+553% +$112K 1.95% 12
2019
Q4 		$2.05M Buy
160
+129
+416% +$16.8K 0.16% 136
2019
Q3 		$436K Buy
+31
New +$4.18K 0.04% 215
2019
Q1 		– Sell
-54
Closed -$591K – 275
2018
Q4 		$591K Buy
+54
New +$6.48K 0.05% 186
2018
Q3 		– Sell
-75
Closed -$1.01M – 227
2018
Q2 		$1.01M Buy
75
+30
+67% +$4.18K 0.14% 86
2018
Q1 		$660K Buy
+45
New +$6.81K 0.16% 76
2015
Q1 		– Sell
-86
Closed -$1K – 507
2014
Q4 		$1K Sell
86
-57
-40% -$9.07K ﹤0.01% 557
2014
Q3 		$2K Buy
+143
New +$26.1K ﹤0.01% 608
2013
Q4 		– Sell
-108
Closed -$5K – 560
2013
Q3 		$5K Buy
108
+60
+125% +$10.9K ﹤0.01% 300
2013
Q2 		$7K Buy
+48
New +$9.35K ﹤0.01% 357

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.