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Synergy Investment Management’s IBM IBM Stock Holding History

Synergy Investment Management’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 		$21.3K Buy
+88
New +$23.8K 0.01% 397
2025
Q1 		– Sell
-15
Closed -$3.3K – 626
2024
Q4 		$3.3K Buy
+15
New +$3.34K ﹤0.01% 519

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

Synergy Investment Management's IBM Position: Q1 2026 in Review

Synergy Investment Management opened a new position in IBM (IBM) in Q1 2026: 88 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in IBM as recently as Q4 2024.

Synergy Investment Management first reported a position in IBM in Q4 2024 and has held it in 2 quarters since. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Synergy Investment Management held 88 shares of IBM worth $21.3K as of Q1 2026.
  • IBM was a new Synergy Investment Management position in Q1 2026.
  • IBM made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #397 holding.
  • Synergy Investment Management first reported a position in IBM in Q4 2024 and has held it in 2 quarters since.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.