Tacita Capital’s IBM IBM Stock Holding History

Tacita Capital’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	$48.5K	Hold	200	–	–	0.03%	145
2025 Q4	$59.2K	Sell	200 -19	-9%	-$5.69K	0.03%	136
2025 Q3	$61.8K	Sell	219 -13	-6%	-$3.4K	0.04%	129
2025 Q2	$68.4K	Hold	232	–	–	0.04%	118
2025 Q1	$57.7K	Buy	232 +40	+21%	+$9.78K	0.04%	118
2024 Q4	$42.2K	Buy	192 +122	+174%	+$27.2K	0.03%	137
2024 Q3	$15.5K	Hold	70	–	–	0.01%	175
2024 Q2	$12.1K	Hold	70	–	–	0.01%	186
2024 Q1	$13.4K	Sell	70 -35	-33%	-$6.38K	0.01%	187
2023 Q4	$17.2K	Hold	105	–	–	0.01%	183
2023 Q3	$14.7K	Buy	105 +35	+50%	+$4.98K	0.01%	174
2023 Q2	$9K	Hold	70	–	–	0.01%	176
2023 Q1	$9K	Sell	70 -45	-39%	-$6.02K	0.01%	175
2022 Q4	$16K	Sell	115 -35	-23%	-$4.83K	0.01%	176
2022 Q3	$18K	Sell	150 -35	-19%	-$4.59K	0.01%	167
2022 Q2	$26K	Hold	185	–	–	0.02%	162
2022 Q1	$24K	Buy	185 +150	+429%	+$19.6K	0.01%	172
2021 Q4	$5K	Buy	+35	New	+$4.39K	﹤0.01%	183
2021 Q2	–	Sell	-31	Closed	-$4K	–	192
2021 Q1	$4K	Sell	31 -361	-92%	-$43.2K	﹤0.01%	187
2020 Q4	$47K	Buy	+392	New	+$45.3K	0.03%	149

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

Tacita Capital's IBM Position: Q1 2026 in Review

Tacita Capital held its IBM (IBM) position steady in Q1 2026 at 200 shares worth $48.5K. The position accounts for 0.03% of the portfolio, ranked #145.

Tacita Capital first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $68.4K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Tacita Capital held 200 shares of IBM worth $48.5K as of Q1 2026.
Tacita Capital left its IBM share count unchanged in Q1 2026.
IBM made up 0.03% of Tacita Capital's portfolio in Q1 2026, its #145 holding.
Tacita Capital first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
Tacita Capital's IBM position peaked at $68.4K in Q2 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.