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Summit Trail Advisors’s IBM IBM Stock Holding History

Summit Trail Advisors’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 		$7.23M Buy
29,834
+7,190
+32% +$1.95M 0.1% 110
2025
Q4 		$6.71M Buy
22,644
+39
+0.2% +$11.7K 0.12% 103
2025
Q3 		$6.38M Buy
22,605
+1,950
+9% +$510K 0.09% 115
2025
Q2 		$6.09M Buy
+20,655
New +$5.32M 0.1% 103
2024
Q4 		– Sell
-9,181
Closed -$2.03M – 551
2024
Q3 		$2.03M Buy
9,181
+1,257
+16% +$246K 0.05% 158
2024
Q2 		$1.37M Buy
7,924
+843
+12% +$146K 0.04% 185
2024
Q1 		$1.35M Buy
7,081
+1,859
+36% +$339K 0.04% 174
2023
Q4 		$854K Sell
5,222
-596
-10% -$90.1K 0.03% 199
2023
Q3 		$816K Buy
5,818
+723
+14% +$103K 0.03% 192
2023
Q2 		$682K Buy
5,095
+277
+6% +$35.7K 0.03% 213
2023
Q1 		$632K Buy
4,818
+1,143
+31% +$153K 0.03% 186
2022
Q4 		$518K Buy
3,675
+773
+27% +$107K 0.02% 179
2022
Q3 		$345K Buy
2,902
+114
+4% +$15K 0.02% 233
2022
Q2 		$394K Sell
2,788
-994
-26% -$134K 0.02% 220
2022
Q1 		$492K Buy
+3,782
New +$493K 0.04% 178
2020
Q4 		– Sell
-4,574
Closed -$508K – 224
2020
Q3 		$508K Buy
+4,574
New +$539K 0.1% 102
2018
Q2 		– Sell
-6,596
Closed -$684K – 555
2018
Q1 		$684K Buy
6,596
+1,745
+36% +$264K 0.12% 171
2017
Q4 		$763K Buy
+4,851
New +$705K 0.1% 176

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 Trail Advisors's IBM Position: Q1 2026 in Review

Summit Trail Advisors increased its IBM (IBM) stake by 32% in Q1 2026, buying an estimated $1.95M and bringing the position to 29,834 shares worth $7.23M. The position accounts for 0.1% of the portfolio, ranked #110.

Summit Trail Advisors first reported a position in IBM in Q4 2017 and has held it in 18 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Summit Trail Advisors held 29,834 shares of IBM worth $7.23M as of Q1 2026.
  • Summit Trail Advisors bought 7,190 IBM shares in Q1 2026, an estimated $1.95M.
  • IBM made up 0.1% of Summit Trail Advisors's portfolio in Q1 2026, its #110 holding.
  • Summit Trail Advisors first reported a position in IBM in Q4 2017 and has held it in 18 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.