Systematic Alpha Investments’s IBM IBM Stock Holding History

Systematic Alpha 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	$494K	Hold	2,040	–	–	0.02%	157
2025 Q4	$604K	Hold	2,040	–	–	0.02%	138
2025 Q3	$576K	Hold	2,040	–	–	0.02%	139
2025 Q2	$601K	Hold	2,040	–	–	0.02%	137
2025 Q1	$507K	Hold	2,040	–	–	0.02%	147
2024 Q4	$448K	Hold	2,040	–	–	0.02%	153
2024 Q3	$451K	Hold	2,040	–	–	0.02%	158
2024 Q2	$353K	Hold	2,040	–	–	0.01%	170
2024 Q1	$390K	Hold	2,040	–	–	0.02%	173
2023 Q4	$334K	Hold	2,040	–	–	0.02%	180
2023 Q3	$286K	Hold	2,040	–	–	0.01%	179
2023 Q2	$273K	Hold	2,040	–	–	0.01%	191
2023 Q1	$267K	Hold	2,040	–	–	0.01%	190
2022 Q4	$287K	Hold	2,040	–	–	0.01%	185
2022 Q3	$242K	Hold	2,040	–	–	0.01%	191
2022 Q2	$288K	Hold	2,040	–	–	0.02%	183
2022 Q1	$265K	Hold	2,040	–	–	0.01%	208
2021 Q4	$273K	Sell	2,040 -23,106	-92%	-$2.9M	0.01%	202
2021 Q3	$3.01M	Hold	25,146	–	–	0.13%	72
2021 Q2	$3.4M	Buy	25,146 +2,134	+9%	+$292K	0.15%	69
2021 Q1	$2.93M	Hold	23,012	–	–	0.19%	64
2020 Q4	$2.77M	Buy	+23,012	New	+$2.66M	0.3%	60

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Alpha Investments's IBM Position: Q1 2026 in Review

Systematic Alpha Investments held its IBM (IBM) position steady in Q1 2026 at 2,040 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #157.

Systematic Alpha Investments first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.4M in Q2 2021. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Systematic Alpha Investments held 2,040 shares of IBM worth $494K as of Q1 2026.
Systematic Alpha Investments left its IBM share count unchanged in Q1 2026.
IBM made up 0.02% of Systematic Alpha Investments's portfolio in Q1 2026, its #157 holding.
Systematic Alpha Investments first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's IBM position peaked at $3.4M in Q2 2021.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.